Incident & Near-Miss
Local Reporting Guide
A practical, compliant framework for pharmacists to document, analyze, and share safety learnings — locally — while the sector transitions to a permanent platform.
During 2026, all you need is to — locally — report, document, analyze, and share learnings about incidents or near misses, until a suitable platform complying with 2027 requirements is in place. The four steps below walk you through exactly how to do that using tools you already have.
Follow These 4 Steps
AIMS Requirement: Date & Time Stamp
The email you receive in Step 3 will carry an automatic date and time stamp at the top — satisfying one of the 13 requirements by AIMS. Do not delete or alter the email header before saving.
Create Your Local Folder
Right-click on your Desktop and select New → Folder. Name the new folder exactly:
This folder will serve as your secure local archive. Keep it on your work computer and back it up to an encrypted USB or secure network drive if possible.
Access the Form & Fill Out the Report
Click the "Access Reporting Form" button below to open the incident report form. Complete all required fields describing the incident or near-miss event.
Submit — Then Check Your Email
When you finish filling out the form, click Submit. You will receive an email containing your completed report.
Print the Email to PDF & Save to Your Folder
Open the email you received. Then follow these steps to save it as a PDF:
Click the ⋮ menu or the print icon in the top-right corner of the email → In the print dialog, change Destination to Save as PDF → Browse to and select the folder Incident Reports 2026 → Click Save
Use File → Print, then select Microsoft Print to PDF (Windows) or Save as PDF (Mac) as the printer, and save to your Incident Reports 2026 folder.
Your report is now permanently saved as a timestamped PDF and is ready to present during a pharmacy assessment if required.
Ready to File a Report?
Access the secure incident reporting form. Complete all fields and submit — your timestamped report will arrive in your inbox within minutes.