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Audit template in the LeanSuite app

Last reviewed

Near miss process audit checklist

Audit whether near misses are reported, investigated and learned from.

Use this template in LeanSuite

The full question list

The 11 questions in the audit

Every question is answered Yes, No or N/A. Each No is flagged and asks for a photo and a comment, so the finding arrives with its evidence.

Reporting

  1. 1People know how to report a near miss
  2. 2Reports can be made quickly on any shift
  3. 3People are not blamed for reporting
  4. 4The number of reports is tracked

Follow-up

  1. 5Each report is reviewed within the target time
  2. 6Serious ones are investigated for root cause
  3. 7Actions have an owner and due date
  4. 8Actions are closed and checked

Learning

  1. 9Lessons are shared at team meetings
  2. 10Trends are reviewed monthly
  3. 11Reports lead to changes in procedures or equipment

When to use it

  • Once a month.
  • An auditor or leader answers each question from what they see, hear and read in the area.
  • Each record starts with: Period audited.

How it is scored

The template is built with points per answer and a pass mark of 80. In this library every audit is set to pass at 80 and every inspection at 90. Each submitted audit shows its score and pass or fail, and every No is flagged with its photo and comment.

Change the points or the pass mark after you clone it. How rules and scoring work.

Read and print

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All safety inspections and audits templates

Use this template in LeanSuite

It is ready in the Template Marketplace inside Lean Creator as “Near Miss Process Audit”. Clone it into your plant, change any question, then schedule it to a person, role or asset with reminders. Auditors complete it on a phone or tablet, with photo evidence where required.

Not on LeanSuite yet? On a 90-day pilot our team sets up your account and digitizes the forms and checklists you use today, this one included.

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