j5 Incident and Near Miss Management

by Hexagon

Track the Progress of Near Misses or Incidents

Solution Overview

The crucial management and tracking of Incidents and Near Misses through the many departments in an organization is often carried out with a diverse range of paper, spreadsheets, word documents and unconnected web / notes applications. This results in a “home-grown solution” in each department, meaning there is a different Incident Management procedure in each department. Leading to inconsistencies, maintenance issues, missed deadlines, lack of co-ordination and widespread frustration. To bring these processes into control, it is necessary to adopt a single enterprise application across all departments that will enforce standard, accepted work practices in a clear, consistent manner and provide the necessary coordinating directives to ensure the actions are executed on time without costly omissions. To remedy these pains, companies across the world utilize j5 Incident Management. Built with j5 IndustraForm® Templates, the j5 Incident and Near Miss Management application delivers controlled, consistent management of Incidents and Near Miss tasks across all departments in the enterprise in a configurable, easy to use web interface. If the j5 Operations Management System is present, the j5 Incident Management application also allows the creation of j5 Standing Orders to communicate information about Incidents and Near Misses across the organization.

j5 Incident Management allows users to create Incident and Near Miss records, control the processes around these records, effectively manage, and have complete visibility at every step of the process, combining human processes with OSIsoft PI System data. It improves the awareness of site issues by integrating an Incident Management and Near Miss system into the real-time process within a familiar web browser environment. It improves site-wide communication because an Incident or Near Miss can be created, defined, managed and tracked by site personnel in real-time. It assists with record keeping and reporting for compliance purposes, and it ensures that information is retained in a consistent format for easy retrieval and analysis in future. j5 Incident Management is one of the many tools within the j5 Operations Management Platform that can interact with real-time data from the OSIsoft PI System.

Solution Approach

Client-side: Any authorized user can access j5 Incident Management from standard browsers (Apple Safari, Google Chrome, Microsoft Edge, Microsoft Internet Explorer, Mozilla Firefox) with a network connection to the central server. No other client-side software is required. Android, iOS and Windows mobile applications allowing for the viewing and editing of related j5 IndustraForm Templates. Central Server: j5 Incident Management requires a central application server running Windows Server 2012+ and a SQL, Oracle or PostgreSQL database. A hosted or virtual machine is also feasible for the central server. PI System Integration: j5 Operations Management Software offers a standard interface with the OSIsoft PI System for the integration of real-time and historical data, assets and event frames. This data can be used for reports, detail and workflows triggered by events. The following other j5 Applications are available on the same user interface: j5 Operations Logbook, j5 Shift Handover, j5 Standing Orders, j5 Inspection Rounds, j5 Work Instructions, j5 Permit to Work, j5 Management of Change, j5 Event Manager, j5 Product Movements, j5 Action Management and j5 IndustraForm Templates (a flexible technology for transforming spreadsheets and forms into enterprise applications). j5 IndustraForm Templates, j5 Inspection Rounds, j5 Operations Logbook and j5 Standing Orders are also available on j5 Mobile.



  • Carry out Root Cause Analyses on the Event to Pinpoint Its Exact Nature
  • Appoint Qualified Personnel to Investigate the Event
  • Create Mitigating Actions to Minimize the Danger of the Event Happening Again
  • Assign Responsible Parties to Carry out the Actions and Can Track the Actions Through Online Reports and Notifications


  • Safely Process and Report Incidents or Near Misses Knowing That All the Required Details Have Been Recorded
  • Track the Progress of Every Incident Knowing There Is a Consistent, Thorough Workflow That the System Is Enforcing
  • Automatically Trigger Incident Reports Required by Corporate and Regulatory Agencies
  • Get Detailed Root Cause Analysis of the Near Misses and Incidents in a Graphical Form

PI System Requirements

PI System version 3.4.390 or later, PSA Server

Solution Type

Asset Management, Condition Based Maintenance, Data Concentrators, Data Collection, Downtime Tracking, Event/Batch Analysis, MES, Process Optimization, Safety Compliance, Security, Visualization


  • Chemical & Petrochemical
  • Mining, Metallurgy & Material
  • Oil & Gas
  • Pharmaceuticals & Life Sciences
  • Power Generation
  • Pulp and Paper
  • Water & Wastewater
  • Transmission & Distribution
  • Transportation
  • Data Center
  • Discrete Manufacturing
  • Engineering Services
  • Facilities
  • Food & Beverages
  • Government
  • Hospital & Medical
  • Information Technology

Business Impacts

Optimize Processes, Increase Asset Health & Uptime, Manage Risk & Regulatory, Advance Safety Performances, Security


Applications for the PI System