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Edit a Processed Safety Observation (Web & Mobile)
Edit a Processed Safety Observation (Web & Mobile)
Rachel Palmer avatar
Written by Rachel Palmer
Updated over a week ago

Once a safety observation has been processed, you may need to edit it to add further details or make corrections. This article explains how to edit a processed safety observation on both the web and mobile platforms.

Web Instructions:

  1. Access Processed Observations:

    • From the left-hand menu, click on Safety, then select Observations.

    • Navigate to the Processed tab to see all the processed safety observations.

  2. Edit a Processed Observation:

    • Select the observation you wish to edit.

    • Under the Analysis section, click Edit.

    • You can modify the Severity, Category, and Follow-up Notes as needed.

    • Once your changes are complete, click Save to update the observation.

Mobile Instructions (iOS & Android):

  1. Access Processed Observations:

    • From your main menu, tap on Safety and then tap the Observation icon.

    • Navigate to the Processed tab to see the completed observations.

  2. Edit a Processed Observation:

    • Tap the observation you want to edit.

    • Tap the Pencil icon in the upper-right corner to make changes.

    • You can modify the Severity, Category, and Follow-up Notes.

    • Once done, tap Save in the upper-right corner to finalize the changes.

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