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Lab Safety Fundamentals · Safety Culture and Records

Incidents and near misses

Reading45mLesson 1 of 3 in this module

Explain why near misses matter, respond to an incident, and write a clear, blame-free incident report.

Awareness level only. This lesson explains the ideas so you recognise them. It does not qualify you to do this work. Before you handle chemicals, biological materials or lab equipment for real, you need the training your employer or institution requires, and you must work under supervision until they sign you off.

Why it matters

Serious lab accidents rarely come from nowhere. Investigations by the US Chemical Safety and Hazard Investigation Board (CSB) of university and research lab incidents keep finding the same pattern: earlier warning signs, small spills and close calls that were never reported or acted on. Every near miss is a free lesson: it shows a weakness before anyone is hurt. That is why labs ask you to report incidents and near misses, and why reporting is treated as part of the job, not an admission of failure.

Definitions

  • Incident (accident): an unplanned event that caused injury, illness, exposure, damage or a release. Examples: a cut from broken glass, a chemical splash on skin, a small fire, a needle-stick.
  • Near miss (close call): an unplanned event that could have caused harm but did not. Examples: a bottle slips but does not break, a hot plate left on overnight, a hood alarm ignored, the wrong chemical almost added.
  • Unsafe condition: something that could lead to an incident: a blocked eyewash, a frayed cord, an unlabelled bottle.

Safety pyramids (from Heinrich and later studies) illustrate that for every serious injury there are many minor ones and far more near misses. The exact ratios are debated, but the lesson holds: fix the base and you prevent the top.

Responding to an incident

  1. Make the area safe and protect yourself first.
  2. Care for people: first aid, eyewash or safety shower for at least 15 minutes for chemical contact, call your emergency number for anything serious.
  3. Exposure to blood or other potentially infectious material (needle-stick, splash): wash the area immediately and report right away; post-exposure evaluation is time-sensitive.
  4. Tell your supervisor as soon as it is safe.
  5. Preserve the scene for serious incidents, if safe, so it can be investigated.
  6. Report using your institution's system, usually within a set time (often the same day or within 24 hours).

In the US, employers must record certain work-related injuries and illnesses for OSHA, and serious events have strict reporting deadlines. Your institution handles that; your part is to report promptly and accurately.

What a good incident report contains

SectionContent
Basicsdate, time, location, people involved (roles), witnesses
Descriptionwhat happened, in order, factually
Injuries or exposureswho, what, first aid or medical care given
Immediate actionswhat was done to make it safe
Causesdirect cause and contributing factors
Corrective actionswhat will change, who owns it, by when

Write it so that someone who was not there understands exactly what happened. Use facts, not judgements: "the bottle was carried without a bottle carrier" rather than "the tech was careless".

Finding causes: the 5 Whys

Ask "why?" until you reach something you can fix:

  1. Why did the bottle break? It hit the bench when the technician slipped.
  2. Why did they slip? The floor was wet.
  3. Why was the floor wet? The water bath was overfilled and splashed.
  4. Why was it overfilled? There is no fill line and no one is assigned to maintain it.
  5. Why was the bottle unprotected? There is no bottle carrier in the lab.

Notice the answers point at systems (equipment, procedures, layout), not just a person. Blaming an individual rarely prevents the next event; fixing the system does.

Corrective actions and the hierarchy of controls

Strong fixes come from the top of the hierarchy of controls:

  • Engineering: mark a fill line on the bath, add a drip tray, buy bottle carriers.
  • Administrative: add "use a bottle carrier" to the SOP; assign bath maintenance.
  • Training: brief the group on the near miss.

"Be more careful" is not a corrective action.

Just culture

A just culture treats honest mistakes as learning opportunities while still holding people accountable for reckless choices (such as deliberately bypassing an interlock). Labs with a just culture get more near-miss reports and fewer injuries. If you ever feel unable to report something to your supervisor, institutions usually have an EHS office or anonymous reporting route.

Common mistakes

  • Not reporting a near miss because "nothing happened".
  • Delaying an exposure report.
  • Writing blame instead of facts.
  • Stopping at the first cause ("they slipped") without asking why.
  • Closing a report without a corrective action owner and date.

Quick recap

  • Report incidents and near misses; near misses are warnings you get for free.
  • Care for people first, then make safe, tell your supervisor and report promptly.
  • Write factual reports, find system causes with the 5 Whys, and fix them using the hierarchy of controls.

Official source: OSHA Laboratories, https://www.osha.gov/laboratories (Checked on 2026-10-23.)

Try it

Open the Do tab and write an incident report for a fictional scenario.

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