Incidents and near misses

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One case carries the report, the root cause, the corrective work and the insurance claim. It cannot close until every root cause has a corrective action.

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app.stepo.ai/safety-events/NM-0142

Safety · Near miss NM-0142

AskFollowingTalmere Field Builders

Near missPotential MajorActual None

Rebar bundle swung over the walkway during the Level 3 pick, no one struck

Riverside Tower · Level 3 east · Aug 22, 3:12 pm · Reported by Marcus Bell · Owner: Dana Reyes

Visibility

Restricted · case team only

Reported
Triage
Investigating
Actions open
Closure review
Closed

OverviewInvestigationPeopleClaimsHistory

Findings

Add Finding

Failed controlConfirmed
Swing radius was not barricaded before the pick began. Exclusion zone tape was on the truck.
Contributing factorConfirmed
Rigging crew and concrete crew shared the walkway with no radio check-in.
Root causeConfirmed
Lift plan did not name a signal person for picks over Level 3 while forms are being set.
Corrective action: Named signal person on every lift plan

Corrective actions

Add a named signal person to every lift plan over occupied decks
Awaiting verification
Priya RamanFixes the root causeEvidence: Revised lift plan template
Stage a barricade kit on each deck before the first pick of the day
Verified
Marcus BellFixes the failed controlEvidence: Photo of the kit at deck access

What happened

“Rebar bundle came over the walkway on the 3:10 pick, maybe ten feet up. Two carpenters underneath at the forms, nobody hit. Crane stopped, we cleared the deck and taped it off.”

AI drafted the title, time, place and equipment from these words. Marcus confirmed them.

Before this case can close

Impact confirmed, no injury
Investigation complete
Every root cause has an action
1 action awaiting verification
Safety manager signs off the closure

Near miss NM-0142 · the root cause, linked to its fix

Say what happened. AI drafts the report

How it works

From the first report to a closed case

01
Report
Speak or type what happened. AI fills in the details and the reporter confirms them. A near miss takes a few sentences, not a form.
02
Investigate
Assign a lead, gather statements and findings, and confirm the root cause. Ask the assistant at any step.
03
Close it out
Each root cause gets a corrective action and an owner. A second person can check the work, and a safety manager signs off.

Incident assistant

Ask what to do next

Every case has an AI assistant that knows the case and every step to closure. Get help finding the root cause, or see what still blocks closure. New investigators need less training, and fewer steps get missed.

Incident assistant · on every case

Closure record

Who did what, on the record

The history shows who confirmed the root cause, who did the work, who checked it and who approved the closure. When an auditor or insurer asks, the answer is already on file.

INC-0079Closed

Forklift clipped a racking upright in aisle 14

Hollenvale Plant · Property damage, no injury

OverviewInvestigationPeopleClaimsHistory

Reported in his own wordsJul 14
Tomás Ibarra
AI drafted the fields. He confirmed them.
Root cause confirmedJul 16
Dana Reyes
No marked turning zone where forklifts and people cross
Corrective action completedJul 22
J. Okafor
Turning zone marked, upright guard installed · 2 photos
Work verifiedJul 23
Marcus Bell
Closure approvedJul 30
Dana Reyes · Safety manager
Attestation signed

History · a closed case, from report to closure

Insurance claims

Every claim tracked with its incident

Workers’ compensation, property, vehicle and liability claims stay on their incident, with the administrator, claim number, status and next follow-up. Dated follow-ups appear in Action items, and past claims import from a spreadsheet.

Insurance Claims

Overdue 1

My Follow-ups2Active4All11

WC-26-048117Workers’ compensation · Luis Ortega
Case packer guard bypassed, forearm cutINC-0087
Workers’ comp TPA · “Accepted, awaiting medical records”
OpenNext follow-up Sep 12
MV-26-00412Motor vehicle · Unit 22 pickup
Pickup backed into the yard gate postINC-0093
Auto carrier · “Adjuster assigned”
OpenOverdue since Sep 8
PR-26-00931Property · Racking, aisle 14
Forklift clipped a racking uprightINC-0079
Property carrier · “Repair approved”
ClosedFollow-up complete

Insurance Claims · every claim, with its incident

Compliance

Recordkeeping that protects you

OSHA 300, 300A and 301 fill in as each case is decided, so year end is a check, not a rebuild. A serious injury opens its OSHA reporting deadline automatically.

Recordkeeping · one establishment, one year

Questions

Asked on every call

Does AI decide severity, recordability or root cause?

No. AI drafts the report and answers questions. Your people make every call.

Will leadership see a case that stalls?

Yes. A high-potential case, a stalled investigation, or an overdue corrective action or regulatory deadline flags its project on Visibility.

Does Stepo file the claim with our carrier?

No. Stepo tracks the claim and its follow-ups. Filing, carrier updates and claim costs stay with your administrator.

Who can see injury and medical details?

Only the people you allow. Medical detail is restricted, and a case can be limited to its own team.

Keep exploring

ObservationsSay what you see. AI drafts the record.

Corrective actionsEvery fix gets an owner, a due date and a record of how it closed.

VisibilityFindings and incidents from every site, and which ones need you first.

ReportingPresentable reports, drafted for you.

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