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Process Safety Observations (Web & Mobile)
Process Safety Observations (Web & Mobile)
Rachel Palmer avatar
Written by Rachel Palmer
Updated over a week ago

Once a safety observation is submitted, it needs to be reviewed and processed. This article explains how to process safety observations on both the web and mobile platforms.

There are videos included at the end of each section if you'd rather follow along with a visual guide.

While assigning a severity rating, category, and follow-up notes are optional, they are highly encouraged for records-keeping and liability purposes.

Web Instructions:

  1. Access Safety Observations:

    • From the left-hand menu, click on Safety, then select Observations. Only those with permission to manage safety observations will be able to access this feature.

  2. Process an Observation:

    • Click on an observation under the Open tab.

    • Review the details, including any photos or GPS pins.

    • Click Process Observation in the upper-right corner.

    • You have the option to assign a Severity, categorize the observation, and add Follow-up Notes about any action taken in response to the observation (optional but highly encouraged).

    • When ready, click Submit to process the observation.

  3. Edit a Processed Observation:

    • To edit a processed observation, select it from the Processed tab.

    • Click Edit under the Analysis section to modify details or add notes, and then click Save.

Web Instructions (Video)

Mobile Instructions (iOS & Android):

  1. Access Safety Observations:

    • From your main menu, tap on Safety and then tap the Observation icon at the bottom of the screen.

  2. Process an Observation:

    • Tap on an observation under the Reported tab to view details.

    • Tap Process Observation at the bottom of the screen.

    • You can assign a Severity, categorize the observation, and add Follow-up Notes if any actions were taken (optional but highly encouraged).

    • Tap Save in the upper-right corner to process the observation.

  3. Edit a Processed Observation:

    • To edit a processed observation, tap it under the Processed tab.

    • Tap the Pencil icon in the upper-right corner, make your changes, and tap Save.

Mobile Instructions (Video)

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