Reporting a near miss

For: everyone who may report: Workers, Supervisors, Safety Managers and Org Admins. A Guest cannot report.

Use it when: nobody was hurt and nothing was damaged, but it could have been: a pallet that nearly fell, a spill someone nearly slipped on. If someone was hurt, or something was damaged or released, report an incident instead.

A near miss is quick to report on the spot, from a phone or a computer, with or without a signal. It has no draft: it goes straight to the safety team for review.

1. Start the report

• On a phone: select Report at the bottom, then A near miss.
• On a computer: open Near misses, then Report a near miss.

2. Fill in what happened

Field	What to enter
What happened	In your own words, up to 2000 characters. Required.
What could have happened	Minor injury, Serious injury, Fatality, Property damage or Harm to the environment. Required. Choose the worst realistic outcome.
Hazard	Optional: slip, trip or fall; fall from height; struck by an object; caught in machinery; vehicle; electrical; hazardous substance; fire or explosion; manual handling; ergonomic; biological; environmental; other.
Site	Where it happened. Required.
Where on the site	Optional.
When it happened	Starts as now. It cannot be in the future.
What was done at once	Optional. What you did on the spot, for example cleaned the spill or put up a sign. It helps the reviewer see how urgent it is. Up to 1000 characters.

Under Photos you can add pictures, taken with the camera or chosen from the device. A near miss can hold up to 5.

3. Send it

Select Send report. The page says “The near miss is sent for review.” and opens it.

4. Without a signal

If there is no connection, the report is saved on your phone and the page says “Saved on this device. It is sent as soon as there is a connection.”

• It shows under Near misses as waiting to be sent, with its site and photos.
• It is sent by itself when the app is open and the connection is back, within about half a minute, or at once with Send now. Sending it twice never makes two reports.
• Unlike an incident, nothing else is needed afterwards: once sent, it is in review.
• Sign out first asks you to confirm, and the report stays on the phone.

5. What happens next, and who sees it

1. Review. A Supervisor, Safety Manager or Org Admin looks at it and records whether a corrective action is needed, with an optional comment.
2. If one is needed, an action is created and given to someone to complete, and a different person verifies it.
3. The near miss is closed when nothing more is to be done. A reviewer can also void it, with a reason.

Its page shows the steps: Reported, Review, Closed.

Who sees it: a Worker sees only the near misses they reported (“Your near misses”). Supervisors, Safety Managers and Org Admins see them all.

Correcting a mistake: until it is reviewed, the reporter or a reviewer can open the near miss and select Correct this report. After the review, what it says can no longer be corrected.

6. If something goes wrong

What you see	What it means
“Required.” under a field	That field is empty.
“This cannot be in the future.”	Change the date and time.
The Site list is empty	No sites are set up, or they are not on your phone yet. Ask your Org Admin, and open the app once while online.
A red message under the form	Custos refused the report for a reason it names. Correct it and send again.
“You may not report near misses in this company.”	Your role cannot report. Ask your Org Admin.

See also: Reporting an incident, Reviewing a near miss.