Download Checklist: Safety Management Near Misses and Corrective Action

Prevent Workplace Incidents: Download the Near Miss & Corrective Action Checklist

A near miss is a tricky aspect of incident management—an event that could have led to an accident but was narrowly avoided. These close calls are signals of potential risks, making their investigation a key part of workplace safety.

Safety managers must balance thorough investigations with practical corrective actions. Without a structured approach, near misses can go unreported, leaving organizations exposed to preventable incidents.

How to Approach Near Misses and Corrective Actions

Our checklist helps organizations strengthen their safety programs by focusing on:

1. Importance of documenting investigations, incidents, and near misses – Capturing details ensures nothing is overlooked and helps identify patterns in workplace hazards.

2. How to conduct a near miss investigation – Establishing a standardized process to evaluate root causes, assess risks, and take corrective measures.

3. Improving corrective action strategies – Ensuring timely follow-ups, accountability, and tracking to prevent repeat occurrences.

Traditional methods like spreadsheets and manual logs can slow down investigations and make tracking corrective actions challenging. ConvergePoint Incident Management Software, built on Microsoft 365 SharePoint, provides a centralized system for efficient safety management.

With ConvergePoint, organizations can:

• Capture and document near misses seamlessly – Use customizable digital forms for quick and accurate reporting.
• Automate workflows for investigations – Assign tasks, track progress, and send automated notifications to keep processes on track.
• Track and manage corrective actions – Set responsibilities, deadlines, and escalation procedures to address risks effectively.
• Access real-time reports and analytics – Identify safety trends, generate compliance reports, and enhance risk assessment.
• Maintain a centralized safety record – Store investigation details securely for audits, regulatory compliance, and future analysis.

Take a Proactive Approach to Workplace Safety

The best way to manage near misses is to recognize them as potential incidents waiting to happen. Download our near misses and corrective action checklist and strengthen your organization’s safety program with a structured, efficient approach.