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Run: Near Miss Reporting Form

A near miss reporting form for capturing what almost happened, where it happened, why it happened, and what to fix next. Use it to turn close calls into docu...

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Incident Summary

Select the date the near miss occurred.
Approximate time the event occurred.
Enter the specific area, site, or workstation where the near miss occurred.
Choose the category that best matches the event.
Describe what happened in 2-5 sentences, focusing on observable facts.

Detailed Description

Describe the sequence of events leading up to the near miss.
Explain the potential injury, damage, or loss that was narrowly avoided.
Document any immediate containment or stop-work actions taken after the event.
Select whether anyone else observed the event.

Root Cause and Contributing Factors

State the most likely underlying cause, using facts rather than blame.
Select all factors that may have contributed to the event.
Describe any unsafe condition, hazard, or control failure that was present.

Corrective Actions

Add one or more actions that will reduce the chance of recurrence.
Set the urgency based on risk of recurrence.
Choose whether the event needs additional review or verification.
Describe the review, verification, or investigation needed.

Lessons Learned

Summarize the key takeaway that should be communicated to others.
Indicate whether this report should be shared in a safety meeting or toolbox talk.
Choose how the lesson should be communicated.

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