Near Miss Workflow
This article outlines the steps involved in managing a Near Miss and identifies who is responsible for each step. A Near Miss is an unplanned event that did not result in injury, illness, or damage but had the potential to do so. The belief here is to treat the event as if the incident occurred, capturing what could have happened to ensure future risks are mitigated.
Note: Before adding your first Near Miss record to the platform, ensure the role Default Responsible for Investigation is assigned to at least Level 1 of the location tree. Without this, the record cannot progress through the workflow.
Select each step to read more about it. Click on the flowchart image to enlarge it.
Draft (Reported By)
A Near Miss report can be initiated by any user on the platform. This step is intended to capture the who, what, when, and where of the event, along with the potential outcome as if the incident had occurred. This ensures that all details needed for analysis and risk mitigation are properly documented.
Key points:
- The record cannot progress if the Default Responsible for Investigation role is not assigned.
Investigation (Responsible for Investigation)
During this step, the person responsible for the investigation can update the initial report and document critical details, focusing on the potential risks and consequences of the event.
Tasks during this step include:
- Recording key details and the potential outcome.
- Identifying hazards and root causes.
- Documenting corrective and preventative actions to reduce future risks.
Note: Each identified root cause must be associated with at least one corrective action.
Pending Closure (Responsible for Closure)
This step serves as a “holding” status while all assigned corrective actions are completed.
Key considerations:
- There is no time limit for how long a record can remain in this status.
Closed (Responsible for Closure)
Once all tasks have been completed, reviewed for accuracy, and corrective actions resolved, the Near Miss can be closed. Closed records will remain accessible in the Near Miss Records for future reference.
