A near miss is reported or it is forgotten by the end of the shift. The form has to be short enough to fill in with one hand next to the hazard, and it has to ask the only two things that matter straight away: what was seen and what was done about it. Fidrel’s UK Near miss / safety observation template has five lines, opens in a phone’s browser and is locked once submitted.
An operative who sees a scaffold board missing at the far end of the site will mention it at the next break, if at all. A form that opens on the phone in their pocket gets the report while they are standing in front of it.
Near misses mixed in with accidents
When the only form on site is the accident report, a near miss is either forced into the wrong boxes or not written at all. A separate, shorter form lowers the bar to reporting.
Reported, then nobody follows up
An observation that says “cable across walkway” is worthless a week later unless someone was named to fix it and the record shows whether they did. The form has to ask for a name.
Near miss and safety observation on one form
The UK template serves both: a near miss, where something nearly hurt someone, and a safety observation, where an unsafe act or condition was seen before anything happened. Both need the same five answers. What was observed and Location are text; Immediate action taken and Follow-up required are checks answered Pass, Fail or N/A; Action and person responsible is text. The form also carries who made it, the date and notes, and it is numbered on submission.
Fidrel runs in the phone’s browser, so the report is made next to the hazard rather than in the office afterwards. On a phone each item stands on its own with the three buttons beneath it, and text is typed in a field that fills the width of the screen. A report can be saved as a draft and submitted when the person responsible for the follow-up has been agreed; required items must be answered before it can be submitted.
Reporting a near miss in Fidrel
Step 1
Open the form on your phone
In H&S forms choose Fill in a form and the Near miss / safety observation template, a hazard or unsafe act spotted and dealt with before anyone is hurt. Enter the Location / element and the Date.
Step 2
Say what you saw and where
Type What was observed and the Location in your own words: the board missing from the third lift on gridline C, the cable across the stair, the plant moving without a banksman. Short and specific beats long.
Step 3
Record the action taken and whether more is needed
Answer Immediate action taken and Follow-up required with Pass, Fail or N/A, then type the Action and person responsible, naming who will finish the job if the immediate action was not enough.
Step 4
Submit it
Choose Submit. The record is locked and cannot be changed afterwards, joins the Completed forms list with its number, and can be found again by location or by the person who made the report.
Separate from the accident report, and from the issue register
An accident is reported on the Accident / incident report template, with injury, first aid, cause and preventive action. A near miss is reported on this shorter form. If the follow-up is a piece of work for someone, such as replacing edge protection, it is raised as an issue in the project where it gets an assignee and a due date; the form records that the observation was made and what was done at the time. Keep the two apart and both lists stay readable.
Finding patterns in the list
The Completed forms list shows the template, location, who carried out the report, the date, status and the number of items answered Fail. Filter on the Near miss / safety observation template to see observations only, and search by location to see every report from the same stair or the same gridline. A Fail on Immediate action taken marks a report where the hazard was left as found, which is the one a supervisor reads first.
What the near miss form does not do
A report is made by a member of the project under their own account; there is no anonymous reporting form for people without an account. There is no photo field on the form, so a photo of the hazard goes in the site diary entry for the day or on an issue. Nobody is e-mailed or alerted when a near miss is submitted, and Fidrel draws no charts or trends from the reports. The form needs a connection while it is filled in.
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A near miss is an event that could have caused harm but did not; a safety observation is an unsafe act or condition seen before any event. The UK template in Fidrel records either on the same five lines.
Yes, if they are members of the project. They open H&S forms in the phone’s browser, choose the template and fill in the five lines where they stand.
No. A report is made under the member’s own account, and the form records who carried it out. A supervisor can make the report on someone’s behalf and say so in the notes.
Nobody automatically. The report appears in the Completed forms list for the project; a supervisor who reviews the list sees it there. Work that follows is raised as an issue with an assignee.
Not on the form. Put the photo in the site diary entry for the day or on an issue, and refer to the form’s number in the entry.
Not once submitted. It is locked for everyone. Save it as a draft until the facts are complete, and record anything learned afterwards on a new form or an issue.