Reporting a safety observation (employee)

Or, select Health and Safety > Safety Observations > Observations tab.

Short Description

Provide a unique identifier for the observation.

Observation Type

Select Safety Incident or Near Miss Incident.

Is This An Emergency Situation?

For reporting purposes only, select this check box if the situation was considered an emergency. This field is available for safety incidents only.

Not Work Related

Select this check box if the employee's activity at the time of the incident was unrelated to their job. Or, select this if an illness contracted by the employee was contracted outside of the workplace. If this check box is selected, and if this is a safety incident, the incident is excluded from OSHA reports. This feature prevents non-work-related incidents from being sent to OSHA for recordkeeping.

Date Reported

Select the date that the observation is being reported, usually today's date.

Observer

Select the employee who is reporting the observation. This can be you, or another employee on whose behalf you are reporting. You will be identified as the reporter.

Observation Date

Select the date when the observer witnessed the situation.

Observation Time

Select the time when the observer witnessed the situation.

Observation Time Undetermined

Select this check box if you cannot accurately complete the Observation Time field.

Estimated Time Or Work Shift

Complete this field if you selected the Observation Time Undetermined check box. For example, type AM, PM, 2nd Shift, or another description.

Location - Not On Company Premises

Select this check box if the situation was observed at a location that was not a facility of the organization.

Location

Select the facility where the observation occurred.

Location Details

Provide a free-text description of the location where the situation occurred.

Employees Impacted

In the grid of fields, click the Select icon in one of the fields. In the Select window, select the check box for an employee who was impacted by this incident. Click Ok. Repeat these steps for a maximum of 20 employees.

Optionally, click the Filter icon in the Select window to filter the list of employees.

Detailed Description

Provide as accurate a description of the situation as possible.

Or, click Schedule. Scheduling is explained in Infor Landmark documentation.

On the Observations tab, a row is added for each employee whom you included in the observation. The records are in New status and share the same observation ID and related data. Each record will be processed independently from the others.

If an administrator has enabled automated notifications and emails, they are sent.