Incident and CAPA
Turn every safety signal into a documented action
Capture incidents and near misses, investigate causes, assign actions and verify that changes worked.
Near miss · NM-0457
Hose released during transfer
- Where
- Tank farm, Bay 2
- When
- Today, 10:14
- Injury
- None
- Immediate action
- Transfer stopped, area cordoned off
Submit report
Corrective action
Add hose inspection to the pre-start checklist
- Owner
- Maintenance planner
- Due
- In 2 weeks
- Evidence
- Revised checklist
Lifecycle
Seven stages, one event record
From the first field report to the trend review, every stage adds its decision and evidence to the same record.
Step 1 of 7
Capture
Anyone on site, from the mobile app
What the system records
What happened, where and when, photos, people involved and any immediate action already taken.
What the next person sees
The supervisor sees the event while the detail is still fresh, with attachments intact.
In the field and in the boardroom
One record, seen from two ends
The same event serves the crew reporting it and the leaders answerable for what was done about it.
Mobile reporting for field teams
Crews raise an incident or near miss from the device in their hand, with photos, location and the immediate action already taken. Reporting takes minutes, so more near misses reach the system at all.
Overdue actions for leaders
Every CAPA carries a named owner and a due date. Supervisors and HSE see open actions by owner and date, and overdue items stand out before they become audit findings, with no chasing through meeting minutes.
A worked example
How one near miss moves through the process
Illustration only. This event is invented to show how the record moves through the process. It is not a real customer incident.
Capture
A fitter reports from the floor: a hose let go during a routine transfer. No injury. Photos of the failed fitting and the splashed area are attached from the phone.
Classify
The area supervisor classifies it as a near miss with process containment implications and flags it for HSE review the same day.
Investigate
The investigation records that the fitting was outside its inspection schedule and that the transfer permit did not list hose condition as a pre-start check.
Assign CAPA
Three actions are raised: add hose inspection to the pre-start checklist (owner: maintenance planner, due in 2 weeks); retrain the transfer crew (owner: shift supervisor, due in 3 weeks); review the inspection schedule for similar fittings (owner: reliability engineer, due in 4 weeks).
Evidence
The maintenance planner attaches the revised checklist; the shift supervisor attaches the toolbox talk record with the attendance sheet.
Verify
The HSE manager checks the revised checklist against the finding and approves closure. The schedule review is still open and shows on the overdue report until it lands.
Trends
At month end, pre-start checks appear among the recurring findings for that unit, a pattern leaders can see and act on without waiting for the annual review.
Assistance, not verdicts
Where the records help people see more
People approve actions and decide what a record means. The system does not predict incidents or close them on its own. Specific assistance is shown in the demo.
- A named person records the cause and the controls they accept
- Each action keeps the person who owns it and the person who verifies closure
- No claim of predicting incidents and no automatic closure
FAQ
Incident and CAPA questions
Bring one real event to the demo
Choose an incident or near miss your team has handled. We will run it through capture, investigation and CAPA in FirstEHS, stage by stage.