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Create a Near Miss Record Within an Incident


To create a near miss record within an incident.

Things to Consider

  • Required User Permissions: 'Standard' or 'Admin' permissions on the Incidents tool.


  1. Create an Incident


Navigate to the Incidents tool, and click Edit next to the incident under which you want to create a Near Miss record. Under Incident Records, click Add Record.

  1. Click Near Miss from the Add Record drop-down menu. 
  2. Enter the following information, or select "(None)," from the applicable drop-down menus.
    • Affected Company: Select the company of the person that was involved from the near miss.
      Note: This field displays companies in your project's Directory. See Add a Company to the Project Directory if you do not see the company for which you are looking.
    • Person Affected: Select the person who was involved in the near miss.
      NoteNote: This field displays users in your project's Directory.  See Add a Person to the Project Directory if you do not see the user for which you are looking.
    • Work activity: Select the activity the person was doing when the near miss occurred.
    • Equipment: Select the equipment involved in the near miss.
      Note: This list is pulled from the Project level equipment list. See Add Equipment if the equipment you are looking for is not present in this list.
    • Source of Harm: Select the source of harm that affected the person (e.g. material, electrical, chemical).
  3. Click Submit.
  4. Repeat adding records as needed.
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