All templates
For patient safety officers, quality improvement teams & safety committees

Spot near-miss trends before they become incidents

On the 1st of every month, WebRun opens RLDatix, pulls the past month's near-miss reports, groups them by unit and contributing factor to spot recurring patterns, and emails your safety committee a trend summary through Outlook ahead of its monthly meeting.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Monthly, on the 1st at 8:00 AM. WebRun
1 RLDatix group near misses by pattern
2 Outlook email the trend summary
Run a sample
In short

How do I spot near-miss trends before they become incidents?

On the 1st of every month, WebRun opens RLDatix, pulls the past month's near-miss reports, and groups them by unit, type, and contributing factor to spot anything repeating three or more times. It emails the trend summary to your safety committee through Outlook ahead of its meeting, so recurring risks get addressed before real harm.

  • Recurring near-miss patterns are flagged before they become actual incidents
  • The safety committee gets a trend summary before, not during, the meeting
  • Patterns across units surface automatically instead of needing a manual search

Built for patient safety officers · quality improvement teams · safety committees · hospital risk managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.rldatix.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    RLDatix - group near misses by pattern
    rldatix.com How to Automate RLDatix
    WebRun in RLDatix: group near misses by pattern
    WebRun opens RLDatix to group near misses by pattern.
    • Open RLDatix RLD360 and pull near-miss reports from the past month
    • Group them by unit, type, and contributing factor
    • Flag any factor or unit that appears three or more times

    Done when The month's near misses are grouped with the recurring patterns flagged.

  3. 2
    Outlook - email the trend summary
    microsoft.com How to Automate Outlook
    WebRun in Outlook: email the trend summary
    WebRun opens Outlook to email the trend summary.
    • Draft a trend summary naming the top recurring patterns and affected units
    • Include the report count behind each pattern
    • Send it to the safety committee distribution list through Outlook ahead of the monthly meeting

    Done when The safety committee has the month's trend summary before its meeting.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.rldatix.com
ScheduleRuns automatically on this cadence
Monthly, on the 1st at 8:00 AM.
DeliveryHow each run's result reaches you
Trend summary · Outlook
OutputWhat each run produces - A monthly trend summary of near misses by unit, type, and contributing factor with counts.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

How many reports does it take to flag a pattern?

Three or more near misses sharing the same unit, type, or contributing factor in a month get flagged as a recurring pattern worth the committee's attention.

Does it send this to anyone outside the safety committee?

No. It only emails your internal safety committee distribution list through Outlook. Nothing goes to anyone outside your organization.

Can it catch a pattern building across several months?

It reports one month at a time, so a slow-building pattern is easiest to catch by comparing consecutive monthly summaries side by side.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.