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When a loss has occurred, a preliminary assessment of loss potential must be completed. The questions should be asked:
•If the conditions had been slightly different, or
•If no corrective action is taken;
▪. . . What is the potential for severe injury, liability or serious damage if a similar incident should recur?
High potential losses cannot be thoroughly investigated by the following working day, therefore a preliminary report must be completed. This procedure MUST be completed before the end of the next working day. Do not hold this report back due to lack of detail or inability to determine direct or basic causes.
A preliminary report is usually nothing more than a detailed description of the occurrence and immediate action taken to prevent a recurrence. The knowledge of what happened and immediate corrective action taken may be enough information to prevent a similar loss in another location within the company. After this information has been shared with management, and other pertinent areas, the required time can be taken to thoroughly investigate the loss.