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The first pages of the Near Miss Report template

Near Miss Report

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Minimal
Difficulty
Beginner
Updated
November 6, 2026

Every page (6)

Overview

This incident reporting template is a ready-made Google Docs form for supervisors who need to record an event that nearly caused harm within the same shift. It walks through what happened, the potential harm, the cause and the suggested fix across six designed pages, in time order and without blame.

Each page carries a sample event for Orrindale Works, a fictional warehouse, in which a pallet slid from a rack onto an empty walkway. Replace the event, scores and fixes with your own, and keep the separation between facts and causes. The shift-start briefing at the end is what turns a report into a change.

Useful for

  • Logging a forklift event that nobody was hurt by
  • Recording a slip on a wet floor before the cleaner arrives
  • Reporting a close call involving a delivery driver on site

What's included

  • What happened page with a timeline and event facts
  • Potential harm page with scoring rules and a key requirement
  • Cause page with contributing factors and what we will check
  • Suggested fix page with owners, due dates and checks
  • Lessons page with a feature photo and a briefing note
  • Guide page with steps to report and share each event

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the event, dates and people with your own report.

  3. 3

    Score the severity and likelihood using your own scales.

  4. 4

    Assign an owner and a due date to every fix before you file.

  5. 5

    Delete the guide page, then file the report or present it from Google Docs.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Are the event and people real?

No. Orrindale Works, its staff, the pallet event and every score are fictional sample material, written to show a finished report.

Should a near miss be reported if no one was hurt?

Yes. Near misses show the risk before someone is injured, and reporting them without blame is how sites find causes early.

Does this replace our legal incident reporting?

No. Serious injuries and dangerous occurrences follow your legal reporting duties, so keep this form for learning and check the rules that apply to you.

  • #near-miss-report
  • #incident-report
  • #workplace-safety
  • #corrective-action
  • #safety-reporting
  • #google-docs-template

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