Incident/Near Miss

REVIEW NEAR MISS & IDENTIFY INVESTIGATION TEAM

1. Login as Plant EHS Head / Plant EHS Manager / Plant EHS Team / OHC User and go to My Action screen (Image 1)
2. There are four section provided to view and take action against tasks which are mentioned below :
   • PENDING ACTIONS : Display “Incident/Near Miss”, “EHS Observation” and “EHS Inspection” action items which needs to be performed. Also display the tasks which are saved as draft are displayed here. User will update final information and submit it for further action. (Display by default)
   • REVIEW ACTIONS : Display the tasks such as “Incident/Near Miss”, “EHS Observation” and “EHS Inspection” including action items which needs to be reviewed. The tasks will be displayed to reviewer for review where reviewer will take action against it.
   • INFORMATION ACTIONS : Display all the tasks such as “Incident/Near Miss”, “EHS Observation” and “EHS Inspection” to creator/requester with their current status. User can view the task details by clicking subject in “Subject” column.
   • UPCOMING : Display future tasks which are planned already.
3. When subject of “Near Miss” in “REVIEW ACTIONS” section is clicked “Report Near Miss” screen will be opened in different tab.(Image 2)

1. Select Action from drop down list as below :
   • Reconsider : To reject a near miss report. If a report is reconsidered it will go back to the person who reported it. In this case comment is mandatory to enter.
   • Send For Investigation : The report will be sent for investigation to the members selected to conduct investigation. Role wise actions which can be taken while reviewing a report are mentioned below :
   • Plant EHS Head / Plant EHS Manager: select Investigation Team Member and send the Near Miss report for investigation.
   • Plant EHS Team / OHC User: select Investigation Team Member and send the Near Miss report for investigation.
   • Closed : Close the Near Miss report. Action item can be added while closing the initial Near Miss report and action item tracking process flow shall follow if action item(s) available.
     Role wise actions which can be taken while closing a report are mentioned below.
   • Plant EHS Head / Plant EHS Manager : Close the Near Miss report with or without adding action items. They can also select investigation team and send for investigation instead of approving closer if required.
   • Plant EHS Team / OHC User : Add action items if required. Apply for closer of the report and send for review to Plant EHS Head and Plant EHS Manager.
   • Discarded : To remove the Near Miss report which is invalid, duplicate, no longer need etc. Comment need to be enter in this case. No further action can be taken on discarded reports. Such discarded reports shall be archived and made available to view from the Search page.
2. To identify “Near Miss Investigation Team Members” select Group from drop down list and click add button to add the members from the selected group. The users belong to the selected group will be populated automatically when Add button is clicked. The group is predefined where number of users are added to create a group.
3. Click Submit button to save the details and send the near miss report for investigation to investigation team members.