Near Miss Incident Reporting Template

Template is designed to enable employees to quickly and easily report near miss incidents in the workplace. The form focuses on capturing essential information with minimal typing, prioritizing photo evidence and structured data for efficient review and follow-up. The template includes fields for date/time, a photo upload for visual context, a short description of the incident, and optional fields for recommended immediate actions and responsible teams. The goal is to encourage prompt reporting of near miss incidents while providing enough information for effective prioritization and response by safety teams and management. Note that incident date, title, category (Occupational Safety), consequences, and priority (Critical, High, Medium, Low) will be fixed fields in the incident form and not part of the template questions, as they are essential for all incidents regardless of the specific details.

This incident reporting template is designed for production, logistics, management, warehousing and focuses on Photo evidences related to the incident, Short description of the incident, What Could Have Happened.

Safety & Compliance production, logistics, management, warehousing
Level: Basic
Frequency: as needed
Minutes to fill: 10
Questions: 10

What This Template Covers

Use this template to review Photo evidences related to the incident, Short description of the incident, What Could Have Happened with a structured format that supports consistent follow-up and faster decision-making.

  • Photo evidences related to the incident
  • Short description of the incident
  • What Could Have Happened

Why This Version Is Different

Unlike generic templates, this version is tailored to the safety & compliance category, the Basic maturity level, and the workflow of production, logistics, management, warehousing.

Module: Incident reporting
Best for: production, logistics, management, warehousing
Completion time: 10 minutes

Template Questions

Showing first 15 rows

Title Answer type

Photo evidences related to the incident

Clauses: A photo provides immediate visual context for the incident, making it easier for reviewers to understand the situation without needing lengthy descriptions.
Multiple file upload

Short description of the incident

Clauses: A brief description allows the observer to provide additional context that may not be immediately evident from the photo alone.
Recommendations: Keep the description concise and focused on the key details. This helps reviewers quickly understand the nature of the incident and prioritize it appropriately.
Textarea

What Could Have Happened?

Clauses: Indicate the potential outcome of the near miss incident. It helps prioritize preventive actions and follow-up measures.
Select

Incident Cause Type

Clauses: Indicate the cause of the incident. It helps in identifying patterns and implementing preventive measures.
Select

Was Immediate Risk Removed?

Clauses: Indicate whether immediate risks were removed following the incident. It helps in assessing the effectiveness of the response and ensuring appropriate safety measures are in place.
Select

What Prevented the Incident?

Clauses: Indicate what factors or actions prevented the incident from occurring. It helps in understanding the effectiveness of preventive measures and identifying best practices.
Select

People involved

Clauses: Indicate who was involved in the incident. This information is crucial for understanding the context of the incident and ensuring that appropriate follow-up actions are taken.
Recommendations: Provide clear and concise information about the individuals involved, including their roles and responsibilities. This helps in identifying any patterns or recurring issues and ensures accountability.
Textarea

Location / Area (optional)

Clauses: Indicate the location or area where the incident occurred. While not required, it can help team leaders quickly identify and address issues in specific areas.
Text

Immediate action taken (optional)

Clauses: Indicate the immediate actions taken following the incident. While not required, it can help in understanding the response and ensuring appropriate follow-up actions.
Text

Additional Immediate Corrective Actions or Root-Cause Analysis Required?

Clauses: Indicate whether additional immediate corrective actions or a root-cause analysis were required following the incident. It helps in assessing the urgency of the response and ensuring appropriate measures are taken.
Select

10 total questions

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