Near Miss and Incident Reporting
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      3. Near Miss and Incident Reporting

      Reporting a Near Miss or Incident

      Reporting a Near Miss or Incident can be done from the Desktop or App. This allows your staff to submit a report - no matter where they are. Business Administrators and Supervisors can also submit reports on Desktop.

      Note: Your Access Level may restrict the use of some features.

      For App use, see Reporting a Near Miss or Incident (App).

      For Investigating a Report, see Investigating a Near Miss or Incident. 


      Near Miss and Incidents can be reported on Desktop by Business Administrators and Supervisors. All users can submit a report via the App.

      Reporting a Near Miss or Incident

      As a Business Administrator or Supervisor, submitting a Report will allow you to move to the Investigation stages of the Report immediately. 

      Click Save > Close to save the Report and return to it later. Another Business Administrator or Supervisor will also be able to resume the report.

      1. From the left menu, select Safety Manager > Near Miss and Incident.
      2. Click Add New.
      3. Enter a Report Title and Location. The Date and Time Occurred fields will pre-populate with the date and time the report was created. They can be edited by clicking on the date or time.
      4. Click Create Report. 
      5. Complete the Report fields. A field marked * is mandatory. Click Next to move to the next stage. 

        If action is required as a result of the Incident, a Task can be created within the Report. 
        Click Add Task and complete the Task fields and Click Save. The task will automatically add basic information of in the Task Description.
      6. Click Complete.
      Once a report is completed, it is saved as Read Only in the Existing Reports tab.

      Report Stages

      1. The Essentials - the basic details of the incident.
      2. Severity - how severe the event was, emergency services involvement and possible damages. 
      3. Individuals - anyone involved in the incident and injury details if an injury occurred. 
      4. Evidence - including images, videos, statements and timelines. 
      5. Take Action - Safe Work reporting and follow up Checklist.
      6. Sign Off - after the investigation is finished, sign off is needed before completing the Report. This must be signed by at least one Business Administrator or Supervisor.

      Desktop Notifications

      Notification Bell

      Business Administrators and Supervisors will receive a notification via the Notification Bell. Clicking on the notification will open the report to view and complete the investigation.

      Email Notification

      This option is not available to all sites. 

      A Management Portal user connected to the site will receive an email notification outlining the Near Miss or Incident report. 

      What's Next?

      Investigating a Near Miss or Incident