Reporting a Near Miss or Incident can be done from the Desktop or App. A Business Administrator or Supervisor will need to complete an investigation and complete the Report.
NOTE: Your Access Level may restrict the use of some features.
Investigating a Report can only be done on Desktop.
For App use, see Reporting a Near Miss or Incident (App).
To create a Report on Desktop, see Reporting a Near Miss or Incident.
When a Report is created, Users will start the report and provide some key information about the Incident. After submission, the Report needs to be investigated by a Business Administrator or Supervisor.
An investigation is crucial to assess anything a business can do to prevent another related incident occurring.
Completing an Incident Investigation
- From the left menu, select Safety Manager > Near Miss and Incident.
- Click Resume to open the Report.
- Complete the Report fields. A field marked * is mandatory. Click Next to move to the next stage. Any information submitted by a User will be shown in the Report.
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. - Click Complete.
Report Stages
- The Essentials - the basic details of the incident.
- Severity - how severe the event was, emergency services involvement and possible damages.
- Individuals - anyone involved in the incident and injury details if an injury occurred.
- Evidence - including images, videos, statements and timelines.
- Take Action - Safe Work reporting and follow up Checklist.
- 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.