Reporting and investigation
Keep the first account. Investigate what still needs an answer.
An incident or near miss brings together different accounts, times and site conditions. Safety Figure keeps the initial report, investigation questions and analysis within the same investigation so your team can follow how the assessment developed.
Example: a near miss in a dispatch aisle
A worker trips over packing material but does not fall. Record where and when it happened, the task underway and the first account. The presence of packing material is an observation; why it was left there needs investigation. Review the housekeeping arrangements and relevant work records before deciding what caused the event.
Move from account to reviewed analysis
Separate the reporting role from the people responsible for investigation. Answer follow-up questions, identify gaps and compare conflicting information. AI can help formulate questions and prepare an analysis draft. The authorised team reviews the draft, requests corrections where needed and considers work that could prevent recurrence.
- Preserve the initial location, time and account.
- Document known facts and questions still open.
- Review the analysis and agree the required follow-up.
Set the reporting and review boundaries
For a pilot, choose a fictional or anonymised near miss and agree who may report, investigate and review it. Avoid unnecessary personal or medical information. Internal investigation records support your process; any external reporting duties and channels require separate assessment.
Will AI decide the cause or assign blame?
No. Its output is a draft to examine against the evidence. Missing information is not proof of an individual's fault, and an unverified explanation must not be presented as an established cause.