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How to Set Up a Near Miss Notification

Get an email notification as soon as a near miss is recorded

Setting up Near Miss Notifications ensures that the relevant managers or responsible people are immediately alerted when a near miss is reported on site. This helps organisations respond quickly, investigate incidents promptly, and maintain strong safety oversight.


Steps to Set Up a Near Miss Notification

  1. Select the System Settings tile.

  2. Click Notifications.

  3. On Near Miss Notifications and click Configure.

    Select a Cohort

  4. Click Add Cohort

  5. Select the pen icon to choose the cohort you want to receive the text notification.

  6. Next select the notification channel - text - so it goes blue

  7. Click Apply.

  8. Press Save.

Your near miss notification is now active. When a near miss is logged, the selected cohort will automatically receive a notification (see below)


💡 Tips

  • Create a dedicated safety cohort (for example Site Managers or Health & Safety Leads) so the right people are notified immediately.

  • Review notification cohorts regularly to ensure the correct people are receiving safety alerts.

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