Near Miss Reporting Checklist

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This Template was installed 2 times.

Incident Details

1 of 8

Basic information about the near miss event.

Date of Near Miss

Time of Near Miss

Specific Area/Workstation

Brief Summary of Event

Estimated Speed (if applicable)

Severity Level (Potential Harm)

Reported By (Role)

Location & Equipment Involved

2 of 8

Details about where the event occurred and what equipment was involved.

Specific Location of Near Miss

Work Area/Department

Type of Equipment Involved

Equipment ID/Number (if applicable)

Detailed Description of Equipment Involved (Condition, Last Inspection)

Equipment Serial Number (if applicable)

People Involved

3 of 8

Information regarding individuals who witnessed or were potentially affected by the near miss.

Number of Employees Potentially Affected

Name of Reporter

Job Title of Reporter

Witness Statements (if any)

Departments Involved

Name(s) of Individuals Directly Involved (if known)

Job Titles of Individuals Directly Involved (if known)

Description of Event

4 of 8

A detailed narrative of what happened leading up to the near miss.

Describe the sequence of events leading up to the near miss. Be as detailed as possible.

What actions were being performed by involved personnel at the time?

Specify the exact location where the near miss occurred (e.g., machine number, work station).

What time did the near miss occur?

If equipment was involved, estimate the speed or operating parameter that contributed (e.g., RPM, pressure, temperature).

Describe any unusual sounds, smells, or visual observations preceding the near miss.

Was there a deviation from standard operating procedures?

Contributing Factors

5 of 8

Identification of the underlying causes and conditions that contributed to the near miss.

Was a procedure/work instruction not followed?

Was training adequate for the task?

Describe any communication breakdowns that may have contributed to the near miss.

Estimated Speed (if applicable, e.g., forklift speed in mph/kph)

Were environmental factors a contributing factor (e.g., lighting, noise, visibility)?

Describe any equipment malfunctions or maintenance issues that may have played a role.

Was there a time pressure or deadline that may have influenced behavior?

Any other factors you believe contributed to the near miss?

Potential Consequences

6 of 8

Assessment of what could have happened if the near miss hadn't been averted.

Describe the potential injury or damage that could have occurred.

Estimated cost of potential damage (if applicable, in USD)

Which of the following potential consequences were considered?

If 'Other' was selected above, please describe the potential consequence.

Severity Rating (Based on potential impact)

Corrective Actions Proposed

7 of 8

Suggestions for actions to prevent similar events in the future.

Detailed Description of Proposed Corrective Action

Estimated Cost of Corrective Action (USD)

Action Priority Level

Target Completion Date

Responsible Department(s)

Corrective Action Type

Rationale for Chosen Action

Reporting & Verification

8 of 8

Details regarding who reported the incident and verification steps.

Reporter Name

Date of Report

Time of Report

Department of Reporter

Report Status

Reviewer Name (if applicable)

Date of Review (if applicable)

Reviewer Comments (if applicable)

Verification Method

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