What Is Near Miss Reporting?

What Is Near Miss Reporting?

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It’s impossible to stress how important workplace safety is for a successful business. Proper safety protocols and procedures not only protect your valuable team and assets but prevent costly disruptions to efficiency and production. Even the safest workplaces have incidents and accidents, though. Routine reporting of any accidents to analyze risk and safety procedures is an essential step in tackling issues and refining policies to provide a safer workplace.

Though “near miss” incidents –incidents where no one harm was done but potentially could’ve been– reveal the same vulnerabilities in safety procedure, they are often neglected in reporting. Below, we’ll discuss the advantages of diligently reporting near misses, and the advantages an organization can gain by taking all incidents seriously while developing its safety ecosystem.

What is a near miss report?

OSHA defines a near miss incident as a close call in which a worker might have been hurt if the circumstances had been slightly different. Beyond the scope of the OSHA definition, many organizations also include potential harm to valuable equipment or infrastructure as near miss incidents. Near miss reports should be filed with the same diligence as every other incident, as they still shed light on vulnerabilities in safety protocols.

Near miss incidents are often reported through the same means for normal incident reports. An organization should account for these reports and be able to accept both while still being able to differentiate between the two. If your company is using a comprehensive safety management solution, users are able to quickly and anonymously submit reports of either near miss, or typical incidents from a mobile app.

Near miss reports should be taken seriously, and they should be treated with the same importance as harmful incident reports. Near miss incidents not only can shake up workers’ morale when they see vulnerabilities in safety protocols first-hand, but they can shed valuable light on problems allowing them to be rectified before serious harm occurs. Organizations that have a healthy reporting system for near miss reports will not only suffer less costly incidents but increase morale by proving to workers that safety is important if proper attention is applied to reports.

Organizations can’t afford to neglect near miss reporting. Near misses can easily be early warning signs of problems to come and represent vulnerabilities in safety that can’t be overlooked. Incorporating reporting for near miss incidents into safety and operations planning can have many advantages that can be leveraged by organizations to increase safety and efficiency overall.

Near miss reporting can be important warnings of more serious issues. Paying the same attention to investigating near miss incidents as you would a serious injury can yield valuable insights into safety issues without the monetary cost of serious injury or incident.

OSHA outlines the importance of root cause analysis during incident investigation in a 2016 fact sheet, saying “By conducting a root cause analysis and addressing root causes, an employer may be able to substantially or completely prevent the same or similar incident from recurring. Conducting the same root cause analysis on near miss incidents informs your safety policy, potentially preventing harmful incidents before they occur.

Near miss reporting is often described as a free lesson because it enables companies to proactively resolve hazards before a tragic or costly incident occurs. When a worker discovers a potentially dangerous situation, completing a near miss report means the risk can be resolved before it causes harm to their teammates.

When your crew knows that their safety is a priority within your business, morale inevitably goes up. Providing your workers with the resources and training to identify and report near misses helps them know that their well-being is an important aspect of daily operations. This encourages them to be more safety-minded in all their duties and can increase compliance and reporting across your entire organization. Safety culture develops from example. As your employees see that safety is an organizationally fundamental value for your company, it will become a culturally important value to them.

It is vitally important to train your crew on what defines a near miss, why it is important to report such hazards, and to lay out a clear reporting process. Many organizations streamline the reporting process with safety management software that includes established checklists and forms for near miss reports. Using a digital solution gives workers the opportunity for anonymous reporting and improves efficiency and mistakes by limiting paperwork.

If cultivating a culture of safety within your organization starts with training and example, it ends with trust. The goal of near miss reports is to keep your workers safe and get them looking out for possible risks. Positive safety culture comes when your team trusts that you are looking out for their best interest, but if your investigations are focused on blame rather than root cause analysis and risk mitigation, your safety culture can quickly begin to feel like a witch hunt to your employees. This discourages their participation in safety reporting and procedures and disengages them as a whole from safety culture.

As near miss incidents have no damage or accident, they are an excellent opportunity to show your team that reporting is about focusing on their safety in the future, not about assigning blame and punishing mistakes. This promotes a culture where employees feel comfortable reporting incidents and safety shortcomings, which promotes a safer and more efficient business.

Safety managers can use data from near miss reporting to improve training programs, develop safer work processes, educate personnel at daily safety meetings, and fix any faulty equipment that could lead to an accident. Prevention is the core of safety, and proactive safety programs can be developed from compiling near miss data, giving employers the opportunity to resolve systemic risks and provide their crew with the latest safety measures on a daily basis.

Workplace safety is impossible without sufficient training to inform workers of possible risks and how to safely manage tasks. Near miss reporting gives important data about possible incidents and accidents, allowing the development of more comprehensive training to prevent issues in the future.

Without adequate near miss reporting, systemic safety issues don’t become obvious until costly accidents already occur. Near miss reports give an organization the opportunity to address close calls as warning signs to refine their procedures going forward.

Maintaining, investigating, and acting on reports for near miss incidents can ensure compliance with various human resources and safety regulations. While regulatory requirements will vary greatly depending on location, more transparency and a documented history of an effort to improve safety will always be of benefit to compliance.

More data potentially could shield you from liabilities in the future. History of acting to rectify safety issues revealed by near miss incidents can be a strong refutation of future negligence suits or fines. Transparency is important in communication with investors as well and proving that you have a track record of promoting safety as an organization is promising for them to see.

Safe workers are much more likely to be happy workers in the long run. If no action was taken on a near miss incident, workers will be more worried and timid, and may actually find temporary solutions to the problem that are even less safe. If near miss incidents aren’t taken seriously or even accepted at all, it can make workers feel like their employer does not care about their safety. This can destroy morale and make productivity and profitability suffer.  Worst, it puts the people who make your organization run at risk. Employers have a responsibility to protect their employees. Employees are happier, more engaged, and more productive when they see this duty being met.

A safety management program that neglects near miss reports is missing one of its biggest assets to develop sustainable solutions. Such a system will never reach its potential in preventative safety. Near miss incident reporting is absolutely required to see problems before they arise to better craft safety procedures that avoid those issues in the future.

Near miss incident reports can also serve to engage employees in safety programs. This personnel is your first line of defense against risks, and they should know it. Communicating to your team that they can help manage risk with reporting of near miss incidents along with showing them that the organization will act to improve safety based on those reports will help build a culture of safety that can vastly improve the effectiveness of a safety management program.

Streamlining a safety management program to accommodate near miss reporting can be easily accomplished with safety management software. These solutions offer standardization of documentation and convenient reporting for all types of incidents. The increased accessibility of remote access and mobile compatibility not only make personnel more likely to document incidents but also make it more efficient to process and compile data from reports.

GoCanvas offers comprehensive security management software solutions that can give you the tools you need to increase safety and efficiency. Incident reports can be entered remotely and fielded immediately, cutting out any time-consuming red tape, so you can react to risks more quickly, more efficiently, and more effectively. Click here to see how safety management software can help you today.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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What are the Main Stages and Processes of Incident Reporting?

What are the Main Stages and Processes of Incident Reporting?

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Incident reports are effective tools to promote safety in the workplace. You want to do everything in your power to fill out your incident reports as professionally and effectively as possible. We have compiled a thorough list of the main incident reporting stages so you can ensure you’re taking every step to foster a culture of safety in the workplace. Here are the main stages and processes to consider for incident reporting: 

You should begin the process of incident reporting as soon as an incident or near-miss occurs. Your initial responses should include administering any medical aid that’s necessary, containing spills, and calling the authorities if needed.

You should also contact your company leadership team so they’re aware of the situation and can begin reporting protocols right away. Your leadership team will ensure other team members have left the danger zone and are out of harm’s way.

You can then begin formal documentation once you’ve secured everyone’s safety and notified supervisors. 

You will need to start your incident reporting by getting formal and accurate documentation immediately after the event has occurred.

You will first want to make sure that your teams have shut down any equipment and that any hazards or spills have been contained. As soon as it’s safe to do so, you will need to preserve the scene of the incident and begin recording the details of the event by taking photographs and videos of the scene.

You will want to begin your documentation before equipment or other materials have been moved for clean-up purposes so that you are getting an accurate picture of the scene. In some instances, you may also want to use tape or cones to prevent team members from compromising the scene before you have had a chance to fully document the incident. 

It’s critical that you record as many details as possible so the investigative team can have the most complete picture of what happened and what led to the event. Here are a few important details that you will want to include when surveying the scene:

  1. Equipment involved in the incident
  2. Cleanliness of the area as well as obvious hazards, such as spills
  3. Weather conditions 
  4. Lighting and noise
  5. The presence or lack of safety guards and safety equipment
  6. General location, date, and time of the incident

Gathering witness testimony is one of the most crucial components of incident reporting and interviewing witnesses in a timely manner will increase your chances of acquiring accurate details about the event. You can move toward collecting information from witnesses once you have finished documenting the scene of the event.

Contact the supervisor to get the names and contact information from anyone that was present and promptly begin interviewing the witnesses. You don’t want to delay these interviews because it’s possible that the memories of witnesses can become blurred with the passage of time – particularly in the case of a traumatic accident or near-miss.

To help you maximize your witness interviews, here are some helpful tips to consider:

  • When possible, conduct your interviews at the scene of the incident to help witnesses remember some of the more minute details of the incident. 
  • Assure witnesses that your job is to gather information and not to place blame. Emphasize that their honesty is crucial to the safety of the workplace and that incident reporting helps to prevent future accidents.
  • Allow witnesses time to think and retell the incident. Ask open-ended questions. 
  • Interview witnesses privately. This gives them the opportunity to recall their own memories of the event and not fall under the influence of another witness’s testimony. 

You should record all this information as thoroughly as possible. In addition to written notes, consider using an audio recorder or filming witness interviews so you don’t miss any crucial details.

It’s best to discuss interview methods with supervisors or leadership before you begin. After an incident, workers might be afraid of providing their testimony, so you will want to make sure they feel safe and supported throughout the process.

You should compile a formal incident report once you’ve gathered all of the pertinent information. OSHA requires workplaces to file incident reports on accidents, injuries, and even near-misses. The administration also provides helpful forms to ensure you record and submit your incident reports correctly. 

In certain cases, you will need to submit the report to the appropriate authorities once the report has been completed. For example, this would apply in instances where there’s been a fatality, a hazardous spill, or any other major event where there are statutory requirements for you to disclose this information to the proper authorities. 

After you file your incident report, you now must work to determine how and why the incident occurred in the first place. This process of investigating a workplace incident is often referred to as a root cause analysis.

You or your investigative team will need to conduct a root cause analysis to locate the gaps in your safety protocols and systems so that you can determine the “root causes” of an incident. OSHA provides a helpful guide for determining the root causes of an incident and this guide outlines helpful questions to ask when executing your investigation.

This guide can help you to consider the incident from multiple viewpoints and ensure you are performing a thorough examination of the incident. 

Once the investigation has been completed, you can start to take steps to prevent a similar incident from occurring again in the future. Your team can implement the corrective actions that are needed to cultivate a culture of workplace safety that’s in the best interest of the organization and its employees. 

The first place to start with your corrective action plan is to understand the safety and quality standards for your workplace. Once you have a solid grasp on these standards, you can begin to plan specific ways of preventing future harm and educating team members on how to practice workplace safety. 

For example, this could be anything from stressing the importance of wearing safety gear to dedicated training on safe equipment use. Your corrective action plans should be tailored to your specific workplace and the weaknesses that you uncovered in the incident investigation. 

Incident reports are an important part of creating a safe and productive workplace for all your team members. When you take the necessary steps to complete the incident reports, you’re enabling the company to take the appropriate corrective actions, and this will allow the company to be more prepared going forward. At the end of the day, it’s all about doing everything you can to foster a safer working environment for everyone.

About GoCanvas

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Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Incident Report Examples & Templates

Incident Report Examples & Templates

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Knowing how to effectively file incident reports is a critical component for companies that want to cultivate their culture of safety at work. Incident reports are designed to document the important details surrounding an accident, incident, or near miss that happens in the workplace. 

These reports are incredibly useful for informing companies on the real gaps that exist in their safety protocols, ultimately allowing them to address these issues by implementing new policies and protocols to prevent future incidents from occurring. 

In this article, we cover three of the most common incident report types and the corresponding report templates that you can use. Continue reading for examples and templates to use when these types of incidents happen at your workplace:

  • Basic Incident Report
  • Field Incident Report
  • Construction Accident Investigation Report

If you need a basic template to get started, make sure to check out our basic incident report template that’s free to get started with using the GoCanvas app store. Our template includes the most common information to include in a basic incident report and it can be fully customized to meet your company’s specific requirements.

Picture of an incident report template

Basic incident reports work for a variety of types of incidents, giving you a flexible template that can be used for different types of accidents, near misses, or injuries. A basic incident report template should include all the essential details that you and the investigative teams will need to fill out following the incident. 

Wondering how often basic incidents occur? If you look at the most recent findings from the Bureau of Labor Statistics, it shows that the rate of recordable incidents in the private industry was at 2.8 percent among full-time workers. The data shows that nearly 900,000 incidents resulted in lost time when looking across all of the reported incidents in a given year.

A basic incident report needs to include all the details the investigative team will need to evaluate during their review, including: 

  • Location, date, and time of the incident
  • Witnesses and their contact information 
  • Witness testimonies 
  • Those involved in the incident
  • Actions that were taken post-incident 
  • Injuries incurred
  • Medical treatment administered 

When an incident happens in the field a report must be filled out and sent to the proper authorities. Get started for free on the GoCanvas app store, using our field incident report template that allows your field teams to use a mobile device or tablet when submitting their reports.

Picture of a field incident template

You will need to use a field incident report for any work-related injuries that occur offsite or outside of company property. Field incident claims are typically more complicated than claims filed for an on-site incident. With that in mind, you should make sure to be thorough when collecting the details of a field incident to ensure that claims are efficiently processed.

In addition to all the information included on a basic incident report, field incident reports should also include the location of the accident and the address of the workplace.

The perfect tool for any construction company is available through the GoCanvas app store using our construction accident investigation template. Use this resource so that your construction company is prepared when a workplace accident occurs.

Picture of a construction accident template

You know that the construction industry presents a wide range of hazards and dangers. Construction accident investigation reports are crucial to identifying weak points in safety protocols and they can actually help your business establish better safety practices. These reports can help your company and they can also help inform the entire construction industry on how to better minimize injuries on job sites. 

If you look at data provided by OSHA, you will see that construction accidents are the most common type of reportable incident and about 20 percent of fatalities in private industry are in construction. The most commonly violated OSHA standard is fall protection, which falls under the construction sector. 

In addition to all the information required on a basic incident report form, a construction accident investigation report should also include the name of the contractor, the name of site foreman, and any violations that were issued. 

Documenting incidents and injuries is crucial for promoting a culture of safety in the workplace. With incident report templates on hand, you’ll be able to document any accidents when they happen, and your team can work to improve its protocols for a safer workplace. 

If you’re looking for additional incident report templates that we didn’t cover in this article, be sure to check out more examples of incident reports in our app store. We have hundreds of pre-built forms to help you get started and our product has a variety of features that will fit all your business needs.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

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Construction Innovation: 4 Tools To Help You Succeed

Construction Innovation: 4 Tools To Help You Succeed

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Construction projects and the construction industry stand to benefit from access to various innovative technology tools.  Construction companies that integrate real-time data and analytics can leverage automation to improve safety, decision-making, and knowledge management. This intelligence is critical for the protection and optimization of human resources and building materials allocation. In a traditional model, construction companies use daily reports, inspections, timecards/timesheets, and work orders as components of the construction process. Using these tools requires time and effort to incorporate into workflows on a construction site functionally. With cutting-edge construction technology, companies can automate data capture to monitor key metrics and improve the bottom-line. Companies in the construction sector need to incorporate digital tools and positively disrupt their current workflows to stay competitive in the market. We identified four specific digital tools to help construction companies streamline operations. 

Daily reports utilized on construction sites are necessary to track construction jobs’ ongoing progress while also documenting job site disruptions and safety concerns. These reports typically include information populated by a manager, foreman, project manager, or other senior personnel to create a summary of the day-to-day progress on a job site. The elements in different reports can vary significantly from one construction daily report to another. Some may note weather and site conditions, while others can list the critical construction items completed that day and provide notes about the work done. Generally, daily reports summarize significant accomplishments onsite, materials and equipment used, subcontractors onsite, personnel attendance, safety incidents, or building defects and exceptions. 

Most construction companies today use traditional daily paper-based daily reports. However, it can be difficult to extract usable data based on these reports because it requires a time-consuming manual process and is prone to human error. These reports can provide a record of the construction project that can address stakeholders’ concerns or effectuate compliance with OSHA requirements. Companies can use GoCanvas daily reports to reveal trends in construction projects and more accurately predict project lifecycle. It’s easier to manage the construction process and make real-time decisions if data capture is automated and visualized.

Construction inspections are vital to operations and safety. They also need to be custom-built to the specific needs of a project. In many cases, pre-built templates may not work. Some inspections may run through a checklist covering site access or PPE, while others may focus on project details like equipment or building inspections. A significant problem with traditional construction inspection methodologies is the static nature of these forms and the absence of real-time data to inform key stakeholders and the construction process. With GoCanvas’ construction inspection app, construction companies can undertake a more dynamic approach to construction site inspections. The customizable nature of GoCanvas’ tools means building- or job-specific inspections can improve performance and insights. For example, GoCanvas can integrate images of blueprints or 3D models of buildings or construction plans into the inspection app. Users can follow prompts to specific construction project components that require inspection.  Users can differentiate between various types of structures with specific inspection requirements into one or more GoCanvas apps. For example, residential home inspection requirements will differ from the inspection requirements for an industrial facility construction site. Real-time data can highlight problems in the construction process or unfinished items to redirect workflows to enable the successful completion of jobs in a timely and efficient manner.

Construction companies often track multiple employees, workers, and subcontractors on a job site. Traditional use of timecards or timesheets typically required employees to punch-in or punch-out, or rely on self-reported timesheets. One problem with paper-based timesheets is they can are vulnerable to false data (writing down an earlier time for arrival at the job site) and cumbersome to add to a payroll or human capital management system. With dynamic timecards and timesheets offered by GoCanvas, construction workers can either enter time manually with date/time-stamped entries or use GPS functionality to check-in when they arrive at a job site. Workers can then check-out when they leave with an integrated time-stamp used to calculate hours worked. This process saves time and money and ensures records are accurate. It also minimizes the time required to submit payroll or contractor pay through human resources departments. GoCanvas directly integrates with Quickbooks but can also work with other payroll systems and solutions.

Construction work orders provide vital functions on a job site. They can effectuate contracts, summarize work to be completed, track information about individuals who request or authorize work, request required services and job elements, note the tools or materials needed, and more. Paper-based work orders require multiple layers of review and approval for submission, and typically, an order may execute only once materials, labor, and equipment are secured. Companies can quickly and easily achieve approvals with GoCanvas’ digital work orders. The requisitioning of materials, labor, and equipment can take place automatically and with far less effort than is required with traditional paper-based work orders. GoCanvas can utilize Java and .NET frameworks with the APIs of popular project management systems to effectively couple real-time data with automation to ensure work orders are integrated more efficiently into the construction process.

 

 

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Three Key Benefits of Near Miss Reporting

Three Key Benefits of Near Miss Reporting

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Near miss reporting is often described as a free lesson because it enables companies to proactively resolve hazards before a tragic or costly incident occurs. When a worker discovers a potentially dangerous situation, completing a near miss report means the risk can be resolved before it causes harm to their teammates.

Additionally, safety managers can use data from near miss reporting to improve training programs, develop safer work processes, and fix any faulty equipment that could lead to an accident. Proactive safety programs can be developed from compiling near miss data, giving employers the opportunity to resolve systemic risks and provide their crew with the latest safety measures on a daily basis.

When your crew knows that their safety is a priority within your business, morale inevitably goes up. Providing your workers with the resources and training to identify and report near misses helps them know that their well-being is an important aspect of daily operations.

It is important to train your crew on what defines a near miss, why it is important to report such hazards and to lay out a clear reporting process. Many organizations streamline the reporting process with safety management software that includes established checklists and forms for near miss reports. Using a digital solution also gives workers the opportunity for anonymous reporting and saves time that would be spent filling out and delivering paperwork.

As you establish safety programs, remember that the goal of near miss reports is to keep your workers safe and get them looking out for possible risks. This could even include making the narrative around reporting to focus on learning lessons and good catches, rather than a blame game and punitive measures. So many workers may feel uncomfortable reporting near misses for a variety of reasons. You’ll want to change the outlook to recognize their efforts and celebrate the fact that you’re growing safer at your company every day.

Reporting a near miss can ensure that future incidents and injuries are avoided. It keeps your workers safe and helps companies reduce the costs associated with workplace incidents, such as medical expenses, time lost due to injury, accident investigation, and equipment replacement.

Preventing accidents before they happen also means that your worksites can naturally keep up with the latest OSHA regulations. Potential hazards and risks will be removed as they are reported, which means a safer worksite that meets compliance requirements. 


Looking for a safety solution that will provide the benefits of near miss reporting to your team? GoCanvas Safety includes pre-built digital forms so you can streamline your reporting and resolve hazards before incidents occur. Customizable reports and turn-key dashboards mean you can regularly audit and update your safety program, so you can focus on the human factors to keep your team safe. Learn more here.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

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Five Ways Safety Management Software Can Help Your Business

Five Ways Safety Management Software Can Help Your Business

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Every day on a jobsite brings different challenges and risks. It is important that no matter the circumstances, your crew is being provided consistent messaging as well as capturing consistent information.

Safety management software helps your team maintain consistency in delivering and documenting data. Standardized forms with required fields and established checklists ensure that the proper information is conveyed and collected for every situation. 

Safety software also helps with accuracy, so when the same tasks are repeated, workers can focus on the procedure without forgetting key pieces of information.

There are times when your teams will have to report to multiple locations, or be spread out across massive worksites. This presents a challenge to make sure the latest safety forms and regulations are distributed in a timely manner.

With many safety software solutions, your crew can get the latest versions of necessary forms on their mobile devices or company tablets. Workers can rapidly complete incident or hazard reports and send them directly to your office systems, so you can keep your team aware and safe.

So much time is wasted trying to collect paper forms from various jobsites, not to mention the amount of effort needed to decipher, catalog, and report on data from multiple sources. 

With the right safety management software, you won’t lose time to waiting for paper forms from daily briefings to be returned at the end of the day or managing documents from multiple worksites. Any standard forms completed by your team can be immediately sent via the safety software, which means you can store and track important data in a single system. 

When it comes to keeping your team safe, it is vital that workers stay up-to-date on the latest OSHA regulations and compliance issues. As you are sharing this information, it is also important to be able to confirm and track who has attended daily briefings, completed certifications, and other safety program milestones.

Safety management software often includes required attendance logs, so you can collect the names and IDs of every employee at each worksite to ensure they are present for the latest daily briefings and toolbox talks. Plus, you can capture details related to the jobsite location, project manager, as well as date and time stamps for every briefing.

Digital safety forms can also include an integrated signature capture field, which means you can have employees verify their attendance and you can collect signatures from your foreman and any safety representative who makes an onsite visit, ensuring compliance measures are met for every situation.

When workers know that their safety is a priority within your business, worksite morale inevitably goes up. Your crew and contractors want to know that their well-being is an important aspect of daily operations. 

Safety management software ensures that your team is informed of the latest potential risks and related precautions, so they know how to stay safe and have confidence that their safety is a priority. 

Using safety software can also provide real-time visibility of your current Certification Programs (including expiration dates and IDs) and active incident reporting. You can quickly share safety program data with customers, fulfilling SLA requirements so you can get jobs done faster while keeping your team safe.


Looking for a safety management software that will provide these benefits to your team? GoCanvas Safety includes pre-built digital forms so you can streamline your planning and ensure that you collect accurate and complete information for every job. Customizable reports and turn-key dashboards mean you can regularly audit and update your safety program, so you can focus on the human factors to keep your team safe. Learn more here.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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How Small Business Revenues have been Impacted by COVID-19

How Small Business Revenues have been Impacted by COVID-19

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GoCanvas surveyed its customer base, as well as other small business leaders, in June 2020 about their industry outlook as a result of the global pandemic. This blog post highlights our initial findings. Data from this GoCanvas Small Business Report is sourced from 270 small businesses within a varying spread of industries.  

  • 17.9% – Specialty Trade Contractors 
  • 13.6% – Building, Equipment, Electrical, Plumbing, HVAC 
  • 8.1% – Transportation Logistics 
  • 7% – Healthcare 
  • 5.5% – Foundation, Structure, & Building Exterior Contractors

Business Outlook Pre- vs. Post-COVID-19

The global pandemic forced many small businesses to halt operations, furlough employees, and increase precautions for contractors, suppliers, and vendors. While a strong proportion of small businesses cite overall confidence in their ability to return to normal operating levels, the short-term impact of the pandemic is felt across industries. 

On a scale of 1-10, please rate the outlook for your business BEFORE COVID-19 (1-Pessimistic; 10-Optimistic)

On a scale of 1-10, please rate the outlook for your business AFTER COVID-19 (1-Pessimistic; 10-Optimistic)

Per the visuals above, it will likely take time for small businesses to return to their originally forecasted operating levels. As of June 2020, nearly 14% of our response base shared their business was still suspended (considered non-essential) due to their state’s mandate. 

Of the respondents that were able to stay open during this time, nearly 50% of our respondents shared that the “stay-at-home” order was restricting the amount of work they can do. Meaning, regardless of a business’s essential status, workforce operations and efficiency are being impacted at an unmeasurable level. 

To get a better short-term estimate of business impact, we asked our respondents to rate their revenue expectations for the rest of this year: 

For many small businesses, it’s too early to tell how big of an impact the pandemic will have on their revenues – nearly 42% to be specific. To find out which industries are largely predicting the most significant declines in revenues, sign up for our webinar to learn more.


Interested in learning more? Tune into our live webinar on Thursday, August 22nd, at 2 PM ET, as we review more survey results. Register here.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

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Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

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GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

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We’ll help you put together the right solution for your needs.

How Security Guard Managers Should Handle Complaints

How Security Guard Managers Should Handle Complaints

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notebook of complaintsYou’re working hard to keep your clients safe and their property secure. You’ve been careful about the staff you’ve hired to work as security officers, conducted the necessary background checks and drug screens, and provided diligent training while clarifying your coe of conduct and expectations for how your agents should conduct themselves while on the job.

Yet despite these efforts, it’s inevitable that people will occasionally file a complaint about how your security officers perform their jobs. Sometimes these customer complaints are quite serious; other times they seem trifling.

Regardless, every customer complaint form lodged against one of your security guards and personnel needs to be taken seriously. Failing to do so puts you at risk for reputation damage or costly litigation. Even your business license is at risk. That’s why it’s crucial to have a thorough policy for handling customer complaints – and to follow it.

Have the right kind of post-incident follow-up

Virtually every state regulates private security officers and companies, and those regulations often set guidelines for handling complaints.

With that in mind, here the steps your organization should take in following up on a complaint:

Listen. The first step in handling complaints is to hear what the complainant has to say about the incident or problem. Was a security guard rude? Not paying enough attention? Or are we talking about something more serious, like a security guard who is accused of being intimidating, under the influence of drugs or alcohol, harassment, or worse? Your goal here should be to gather the facts at issue as the complaining party understands them, not to defend or condemn your employee. This first step is critical because an individual wants to feel they are being heard and respected — and research has shown that listening may reduce your litigation risk. This first step may be the most intrusive, but it is extremely important in handling complaints and making sure you are receiving all the pertinent information on what occurred.

Review the record. A critical source of information will be your guard’s own incident report. You should review this document before speaking with your security guard. If the report tells a story that’s different from the one you heard from the complainant, then you’ll want to pursue that discrepancy in your discussions with your employee. Also, take note of when the report, which should have been filed as soon as possible after the incident in question, actually was filed when handling complaints.

Gather more information. Beyond the complainant’s version, the security guard’s version, and the incident report, gather any additional sources of information that might be available, such as statements from other witnesses or camera footage, to attempt to understand what actually happened. When handling complaints, it is extremely important to gather as many pieces of information and evidence for validates sources as possible. This gives you a well-rounded view of the situation and doesn’t make you biased in any way when handling complaints.

Seek a resolution. The action you take will depend, of course, on the results of your investigation. While in severe cases your hands may be tied and disciplinary action will be required, most of the time you’ll have some discretion. The most important thing is to fully document the investigatory steps you took, what you discovered, and why you chose to take the action you did based on the evidence found. When you are handling complaints, you will feel pressure to rush to a resolution. Don’t! You want to make sure you make the best decision, for all parties, and ensure that the complaint is fully resolved.

Plan for follow-up. No matter how you handle a customer complaint, you should always be prepared to defend your response. Sometimes a patron won’t like the way you handled complaints and will seek further action. Other times, a state regulatory agency or other bureau or authority will hear about the incident and decide to conduct its own investigation. If this happens to you, it’s important to cooperate and have all your notes in order.

Proper documentation — the timely and accurate logging and filing of incident reports and daily activities — makes the process of handling complaints much more manageable.

Start by making sure your security guards are well-versed in how to describe an incident and include basic information (time, date, location, and witnesses) as well as unbiased, descriptive details. This makes handling complaints much more time efficent.

The process of investigating a customer complaint and documenting the results is much easier when your reports are digital. Storing all your activity logs in the cloud makes it easy to find the data you need when you need it and to properly handle complaints when they occur. Automatic time-stamping means you’ll always know when a report was filed; that’s especially important when investigating a customer complaint because reports filed long after an incident occurred means the information is often less reliable. Late documentation should also be a violation of your internal policies regarding incident reporting.

Moreover, a report that’s altered after it’s initially submitted is often a sign that something is amiss, and digital reporting makes it immediately clear when that has happened.

While paper-based logs are still dominant in the security industry, a crop of mobile apps are starting to emerge to make documentation faster, easier, and more accurate. One example of such an app is GoCanvas’ “Security Officer Daily Activity Log Mobile App,” which allows security guards and officers to log an incident, and then add detailed information such as GPS and images. You can get started with mobile reporting for free for, then decide later whether it’s right for handling complaints and more within your business. Or explore 100’s of other security industry apps that may be perfect for your business!

While training security guards to correctly report incidents, enforce rules, and document activities in a detailed manner doesn’t guarantee that they won’t be the target of customer complaints, but it can help your business retain its professional reputation, minimize the repercussions of a complaint, and better handle complaints in the future.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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