WorkflowHealth, Safety & Environment

Near Miss Reporting

Near miss reporting that reads every report as it lands and catches a rising precursor at one depot, weeks before someone is hurt

Rising near-miss trends caught by site and work type, weeks before someone is hurt.

See one case, screen by screen ↓
target3weeksto flag a rising precursor by site and work type, before an injury
demo38laddersfrom one batch without pole straps, at two depots, to get straps before reuse — 14 at Eastmoor, before any report there
typical95%of reports classified the same way on a shared high-energy model, up from 65 %
demo98%of reporters answered inside 24 hours — 884 of 902 replies, median 3.1 h
The problem

Why the pattern in near-miss reports is seen too late

Field crews, plant operators and contractors send hundreds of near-miss and safety-observation reports a month: a sentence typed on a phone, a voice note, a photo. A safety advisor reads each one, retypes it into the incident system, picks a category, guesses a severity and files it. Two advisors classify the same report differently, and the reporter rarely hears back — so the reports dry up.

The pattern — a run of ladder near misses at one depot in a week — shows only at the quarterly review, if at all, because a company-wide count hides a cluster at one site and one work type. And most reports are unsafe conditions: a high-energy near miss with no direct control looks the same in the inbox as a trip hazard. OSHA calls a near miss an event with no injury where a slight shift in time or position would have caused one, and does not require it to be reported; ISO 45001 clause 10.2 asks for a process to report, investigate and act on incidents, near misses included. So the company's own process is what decides whether near misses get reported at all.

typical65%of safety events classified the same way before a shared high-energy model
typical43deathsat work in US utilities — electricity, gas and water — in 2024
Where a safety advisor's week on near-miss reports goes, in hoursestimated
By hand21 days
With the solution5.5 days
  • Reading reports and retyping them into the incident system6 → 1 d
  • Classifying each report and grading its severity5 → 1.5 d
  • Finding two reports of the same event1 → 0.2 d
  • Looking for trends by site and work type3 → 0.5 d
  • Drafting corrective actions and safety alerts3 → 1.5 d
  • Replying to every reporter3 → 0.8 d

Estimated split for one safety advisor handling about 50 reports a week, in hours, by hand and with the solution.

How it works

How a report moves

Six specialist agents read, classify, join and watch every report; a safety advisor confirms and the Head of HSE signs.

What comes in
Reports intext, voice, photo · crews, plant operators, contractors
Agents at work
Report readerfacts + phrases
Then
Classifierfour questions
Duplicate finder
Then
Trend watchersite × work type
Then
Action drafter
Feedback writer
A person decides
Safety advisorconfirms; Head of HSE signs alerts
What comes out
Tiered report
Rising-trend alert
Reply in 24 h
One case, step by step

One rising precursor, from the depot to a signed safety alert

Lumina Utilities is an electricity and water utility with five sites. On Sunday 11 October 2026, during storm repairs after the wind, a pole ladder kicks out at Ashby Lane, Northgate. By Monday morning it is one of 16. Here is what happens next, screen by screen, in the working solution.

  1. 01Mon 12 Oct · 08:10

    The day opens on the precursor pyramid

    Nadia Farouk · Safety advisor

    Nadia covers Network Field Services at the Northgate and Eastmoor depots. Her home screen stacks every report from the last 12 weeks — 916 — into five tiers: 490 unsafe conditions, 233 unsafe acts, 141 low-energy near misses, 38 high energy with a control held and 14 serious potential, up 40 % on the prior 12 weeks. Four reports have arrived since 07:00 and dropped into their tiers in front of her. Beside the pyramid, an alert: ladder work at Northgate Depot.

    “Common factor: 11 of 16 used the new 3.8 m pole ladders, batch LD-3800, delivered on 18 Sep without the pole strap. 2 were serious potential.”

  2. 02Mon 06:00

    Three rising weeks at one depot: 3, 5, then 8

    Trend watcher

    The weekly trend run counted 916 events in weeks 30–41 for 8 work types at 5 sites. Ladder work at Northgate ran 3, 5 and 8 in weeks 39–41, against a baseline of 0.9 a week — so the rule fired and opened LA-2026-031. The chart marks the day the ladders arrived: 18 Sep, 24 LD-3800 ladders issued. Chambers at Marsh Lane and chemical handling at Kellford were watched, and did not fire.

    Rule: three weeks rising, the last at least twice the 8-week baseline and at least 3 events.

  3. 03The common factor

    What the 16 share — and where the same ladders went

    Trend watcher

    11 of 16 used batch LD-3800; 12 of 16 were overhead service connections; 9 were contractor crews from Brackenfield Utility Services; 6 were on wet or soft ground. Time of day and crew were not shared — seven different crews. The stores records show 14 ladders of the same batch issued to Eastmoor on 5 Oct, with no report yet, and 6 unissued at Marsh Lane.

    “Eastmoor crews do the same service connections. The alert and the strap action cover both depots.”

  4. 04Sun 11 Oct · 15:50

    A voice note from pole 47/112

    Dan Whitlock · Lineworker, Northgate

    Dan was strapping on at about four metres to transfer a service when the ladder kicked out at the base on the wet verge. Kofi was footing it and held it; the live LV service was right by his hand. The report reader transcribes the 38-second voice note, describes the 2 photos and ties each of 6 facts to the phrase or photo it came from — the missing strap is circled on photo 2, tag LD-3800-17.

    “New ladder, no pole strap on it, same as the others in van NG-14. I came down slowly and we stopped the job. Nobody hurt.”

  5. 05Three minutes later

    Four questions, and the tier is serious potential

    Classifier

    High energy present: yes — a fall from 4.1 m and a live 400 V service within reach. Released: yes, the ladder base moved. Serious injury: no. Direct control in place: no — no pole strap, top not tied, and footing a ladder is not a direct control. Serious potential, confidence 0.93. The duty manager, Owen Pritchard, is told at 15:53 and stands the crew down from ladder work at 16:02.

    “High energy, released, no direct control — only chance and a colleague stopped a serious injury.”

  6. 06Sun 16:17

    Two reports, one event — both kept

    Duplicate finder

    Kofi Mensah of Brackenfield reports the same event from the same pole 25 minutes later. The duplicate finder matches pole, time and words and joins his report to Dan's, so the trend counts one event, not two. Nothing is deleted: in the inbox, NM-2026-04421 shows as “Joined to 04417”, and each man keeps his own report and gets his own reply.

    Duplicates are joined, never deleted. Each reporter still gets a reply.

  7. 0708:24 · Confirmed

    Nadia confirms, accepts the actions and answers both men

    Nadia Farouk · Safety advisor

    Serious potential has to be confirmed by a safety advisor within 24 hours. Nadia confirms at 08:24, accepts the four proposed actions and sends both replies at 08:31 — 16 h 41 m after Dan's report, inside the 24-hour clock. Every agent step on the report sits on one list, from the voice note transcribed to her confirmation.

    “Thanks, Dan. Your report of the ladder at pole 47/112 has been read and confirmed as serious. You were right about the strap.” — Nadia

  8. 08The actions

    Highest control first

    Action drafter

    The action drafter proposes actions from the top of the hierarchy of controls, each with an owner and a due date. Substitution: issue stand-off pole ladders from stores until the straps are fitted. Engineering: fit pole straps to all 38 LD-3800 ladders before reuse — Northgate 24, Eastmoor 14 — Owen Pritchard, due Wed 14 Oct. Administrative: a toolbox talk on tying the ladder top before climbing, and a query to Halden Access Equipment on the order spec, owned by procurement.

    Proposes only; the safety advisor accepts. Never closes an action.

  9. 09The alert

    A one-page safety alert, in crew words

    Action drafter · checked by Nadia Farouk

    Safety alert SA-2026-019 says what happened, why, and what to do from now: do not climb on an LD-3800 ladder until a pole strap is fitted — check the tag, LD-3800-01 to -44; use a stand-off ladder; tie the top every time, because footing is not enough on a round pole. It goes to 212 people: Northgate's 96 and Eastmoor's 88 overhead and service crews and 28 Brackenfield contractors, by text and the crew app.

    “Report any ladder that moves, even a little. Every report is answered.”

  10. 1009:05 · Signed

    Martin signs on his phone, and it goes out

    Martin Achebe · Head of HSE

    The Head of HSE signs every safety alert. Martin signs at 09:05 with the meaning “approved for issue”, and the alert is sent the moment he signs. The screen then tracks who has read it: 168 of 212 crew members so far. The trend was caught in three weeks — before anyone fell.

    “Signed by Martin Achebe · Head of HSE · Mon 12 Oct 09:05 · meaning: approved for issue”

Who it’s for

Built for everyone who reports, reads and acts on a near miss.

The same ladder trend, seen by the five people it touches — what their week looked like, and what it looks like now.

NF
Nadia FaroukSafety advisor, Network Field Services — Northgate and Eastmoor depots
Safety advisor
Before
Reads, classifies and answers 40–60 new reports a week by hand. “I read every report. I just read them too late to see the pattern.”
Now
Opens the pyramid with every report already classified and the rising trend flagged, confirms the serious ones and accepts the actions the agents propose.
MA
Martin AchebeHead of HSE, Lumina Utilities · signs safety alerts and stand-downs
Head of HSE
Before
Owns the programme to prevent serious injuries and fatalities. “Show me the three things that could kill someone this month.”
Now
Gets a one-page alert with the trend, the common factor and the actions behind it, signs it on his phone and sees who has read it.
OP
Owen PritchardCrew leader, overhead lines, Northgate Depot · runs two crews on LV service connections
Crew leader
Before
Sends reports and rarely hears back. “If I report it, I want to know someone read it.”
Now
Is told within minutes of a serious-potential report and owns the strap fit — 38 ladders, due Wed 14 Oct — on the actions board.
LH
Leila HassanHSE analyst, head office · reads all reports and trends
HSE analyst
Before
Builds the monthly safety report from exports. “By the time I've cleaned the categories, the month is over.”
Now
Reads every report and trend already classified on one model, and changes the trend rule with the Head of HSE after testing it on the last 12 weeks.
DW
Dan WhitlockLineworker, Northgate Depot · the reporter in the case
Lineworker
Before
Climbs poles to transfer services. “It kicked out. Kofi held it. That's all that saved me.”
Now
Sends a voice note and two photos, and hears back the next morning what was found and what will change.
Built on the engine

6 agents. Each with one job, and hard limits.

Six specialist agents read, classify, join and watch every report; a safety advisor confirms and the Head of HSE signs.

Report reader

Reads typed reports, voice notes and photos; pulls what happened, where, the job, the equipment and who was there, and quotes the phrase each fact came from.

  • Every fact cites a phrase or photo
  • Names never enter the classification
  • No judgement of blame
Classifier

Sorts each report into unsafe act or unsafe condition, names the energy sources and answers the four high-energy questions — high energy present, released, serious injury, direct control in place — to place it in a tier.

  • Can raise a tier, never lower one
  • When unsure, picks the higher tier and asks a safety advisor
  • Serious potential goes to a safety advisor within 24 hours
Duplicate finder

Compares each new report with the last 72 hours at the same site and joins two reports of the same event by time, place, people and words, so a trend counts events, not reports.

  • Never deletes or edits a report
  • Each reporter still gets a reply
Trend watcher

Every Monday at 06:00 counts each tier by work type and site, fires when a precursor rises three weeks in a row to at least twice its 8-week baseline, then finds what the reports share and checks stores records for the same equipment elsewhere.

  • Raises an alert for a person; never stops work itself
  • Shows the counts and the rule behind every alert
Action drafter

Proposes corrective actions from the top of the hierarchy of controls — eliminate, substitute, engineer, administrative, PPE — with an owner from the site roster and a due date, and drafts the safety alert in plain words for crews.

  • Proposes only; the safety advisor accepts
  • Never closes an action
  • Alerts are signed by the Head of HSE
Feedback writer

Answers every reporter in under 80 words: thanks them, says what was found and what will change and when, inside 24 hours.

  • The safety advisor sends; the agent drafts
  • No other names, no disciplinary detail
  • Anonymous reporters answered through the app only
Safety advisor

Confirms every serious one. The agents propose; a named person decides.

Ask in plain words

Ask about any report, trend or action, in plain words

Ask about any report, trend or action — or say what to change. Every answer points to its records.

Why did the ladder alert fire for Northgate?

Ladder near misses at Northgate rose three weeks in a row: 3, 5, then 8, against a baseline of 0.9 a week. The rule is three rising weeks with the last at least twice the baseline. 11 of the 16 used the new 3.8 m pole ladders from batch LD-3800, delivered on 18 Sep without the pole strap, and two were serious potential, the worst at pole 47/112 on Sunday.

Which other depots have the same ladders?

Two places. Eastmoor Depot received 14 ladders from batch LD-3800 on 5 Oct: no ladder near miss there yet, and Eastmoor is already in the safety alert and the strap action. 6 more sit unissued in Marsh Lane stores. I have put those 6 on hold until straps are fitted.

Show every serious-potential report this quarter

14 serious-potential reports in 12 weeks, up from 10 in the 12 weeks before. Gravity is the energy in 8, electrical in 6, ground collapse in 2 (some have two). The two most recent ladder reports are both at Northgate.

Make a moving ladder above 1.8 m with no tie-off serious potential

Done. New rule: a ladder that moves with a person 1.8 m or more up, with no strap or top tie, is serious potential, whatever the job. It applies to new reports from now on. I re-checked the last 12 weeks: the two serious-potential ladder reports already meet it, and no other report changes tier. You can change it in Settings.

Every screen

The working solution, as it ships.

12 screens from the working solution, on its sample data. Pick one to see it large.

The precursor pyramid916 reports in five tiers with their change on the prior 12 weeks, reports arriving live, the rising-precursor alert and the trend grid by work type and site.
A rising-precursor alertLadder events at Northgate week by week against the baseline and the rule, what the 16 share, and the trend watcher's run step by step.
The 16 events and the same ladders elsewhereEach event with its tier and shared factors, and the stores records: 14 ladders at Eastmoor, 6 unissued at Marsh Lane.
One report, read and classifiedThe reporter's words with a margin note for each fact, the photos, the four high-energy questions and the tier.
The report inboxEvery report with its site, work type, tier, energy and status, and duplicates shown joined to the first report.
Confirmed, actions accepted, replies sentThe agents' steps on the report, the four accepted actions and the replies to both reporters, sent inside 24 hours.
Corrective actionsActions grouped by the hierarchy of controls, from elimination to PPE, each with its owner, due date and source report.
The safety alertWhat happened, why and what to do from now, on one page, with who receives it and the signature block.
Signed and sentSigned by the Head of HSE with the meaning of the signature, and read by 168 of 212 crew members so far.
Feedback to reportersMedian time to a reply, replies inside 24 hours, replies still waiting, and reports per 100 people by depot.
Report a near missThe phone form a crew member uses, and the agents placing the new report in its tier in 4.1 seconds.
Your rulesTiers and the four questions, high-energy thresholds, the rising-precursor rule, the clocks and who decides.
Governance

Built for safety: cited, confirmed, signed.

Every field cites the reporter's wordsEach fact on a report is tied to the phrase or photo it came from, shown as a margin note beside the reporter's own words — the strap circled on the photo, the height from the voice note.
Serious ones confirmed within 24 hoursA safety advisor confirms every serious-potential report within 24 hours, and the duty manager is told at once. The classifier can raise a tier, never lower one, and picks the higher tier when unsure.
The Head of HSE signs every alertSafety alerts and stand-downs need the Head of HSE's signature, with its meaning recorded. Agents read, classify and draft — they never sign, close an action or stop work.
Names stay out of the numbersReporters may send without their name. Names never enter classifications, trends or replies to others, and no reply carries another worker's name or a disciplinary detail.
Duplicates joined, never deletedTwo reports of one event are linked so the trend counts the event once, and both reporters keep their own report and their own reply.
Every change on the activity trailEach classification, join, alert and decision is recorded with who made it, when and why — the classifier placing NM-2026-04417 at 15:53, Owen Pritchard standing the crew down at 16:02.
Configuration

Your safety rules, not ours

What counts as high energy, when a trend fires, the clocks and who signs are settings. Your team can add its own classification rules too — “Footing a ladder is never a direct control” is one of Lumina's.

SettingDefaultChoose from
High energy: fall from height1.8 m or moreEditable, with electrical 50 V, vehicles and plant 30 km/h, stored pressure 1 bar and suspended load 500 kg
Weeks rising in a row3 weeksEditable · the trend watcher runs every Monday at 06:00
Last week against baseline2× or moreEditable · baseline window 8 weeks
Smallest count that can fire3 eventsEditable · test the rule on the last 12 weeks before it applies
Serious potential confirmed by a safety advisor24 hoursEditable · the duty manager is told at once
Reply to every reporter24 hoursEditable · the feedback writer drafts, the safety advisor sends
Safety alerts signed byHead of HSE · Martin AchebeA named person, who signs with the meaning recorded
Anonymous reports and languagesAllowed · English, Arabic, PolishAnonymous reporters are answered through the app only
Connections

Works with the reports crews already send

Near-miss and observation reportsa sentence typed on a phone, from crews, plant operators and contractors
Voice notes and photostranscribed and described, each fact tied to its phrase or photo
Location and job typesite, GPS, pole or asset, and the work type the trend is counted by
Equipment and stores recordsbatches, tags and where each was issued — found LD-3800 at Eastmoor and Marsh Lane
Safety rules and proceduresthe energy list, high-energy thresholds and your own classification rules
Text and the crew appsafety alerts to every crew named, and replies to every reporter
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
3weeks
to flag a rising precursor by site and work type, before an injury
Quarterly review≈ 13 weeks
Weekly trend run3 weeks
typical
95%
of reports classified the same way, up from 65%, on a shared high-energy model
95 of every 100
classified alike (EEI working group)
target
24h
for every reporter to hear what happened to their report
98% inside 24 h
median 3.1 h

“demo” = seen in the working solution, on its sample data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (EEI, Power to Prevent SIF: Safety Classification and Learning model — classification consistency 65 % → 95 % in its working group; BLS Census of Fatal Occupational Injuries, via BLS Industries at a Glance, Utilities (NAICS 22) — 43 work deaths in 2024). Context: OSHA near-miss definition; ISO 45001:2018 §10.2. Lumina Utilities, its depots, contractors and suppliers, and the people, reports and records named on this page are fictional — characters and sample data in the working solution.

Questions

What HSE teams ask us.

What is near miss reporting software?

Software that takes in near-miss and safety-observation reports — typed, spoken or photographed — classifies them, finds trends and tracks what was done about them. Near Miss Reporting adds six agents that read each report as it arrives, classify it on four high-energy questions, join duplicates, watch for rising trends by site and work type, draft actions and alerts, and answer every reporter. A safety advisor confirms; the Head of HSE signs.

How does near miss reporting software for utilities classify a report?

The classifier decides unsafe act or unsafe condition, names the energy sources — gravity, electrical, motion, pressure, chemical and others — and answers four questions: was high energy present, was it released, was a serious injury sustained, was a direct control in place. The answers place the report in one of five tiers, from unsafe conditions up to serious potential. It can raise a tier, never lower one.

What is a serious-potential near miss?

One where high energy was present and released and no direct control was in place, so only chance stopped a serious injury. In the sample case a ladder kicked out at 4 m beside a live 400 V service; footing the ladder is not a direct control, so it was serious potential. Every one is confirmed by a safety advisor within 24 hours, and the duty manager is told at once.

How does it spot a rising near-miss trend?

Every Monday at 06:00 the trend watcher counts each tier by work type and site. It fires when a count rises three weeks in a row, the last at least twice the 8-week baseline and at least 3 events, then finds what the reports share — equipment, job, crew, ground — and checks stores records for the same equipment elsewhere. The thresholds are settings you can test on the last 12 weeks.

Does it handle duplicate and anonymous reports?

Yes. The duplicate finder joins two reports of the same event by time, place, people and words, so the trend counts events, not reports; it never deletes or edits either one, and each reporter gets a reply. Reporters may send without their name, and names never enter classifications, trends or replies to others.

Do people stay in control?

Yes. The agents read, classify and draft; they never sign, close an action or stop work. A safety advisor confirms every serious-potential report and accepts the actions, the safety advisor sends every reply, and the Head of HSE signs every safety alert and stand-down. Every change is on the activity trail with who and why.

Can we use our own classification model and rules?

Yes. The tiers and the four questions, the high-energy thresholds, the rising-precursor rule, the confirmation and reply clocks, who signs alerts, anonymous reporting and the languages are all settings. Your team can add rules of its own, such as “Footing a ladder is never a direct control”.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your near-miss procedure, classification model, sites and work types, and a sample of past reports — and it goes live once every quality gate has passed. We will walk you through it on your own reports first.

See it on
your near misses.

We'll run Near Miss Reporting on a sample of your own near-miss and safety-observation reports.