Working with new observations

New observations are reports on which no actions have yet been taken.
  1. Sign in as Health & Safety Management.
  2. Select Observation Log.
  3. On the New tab, select a record.
    Optionally, click Search to display filter fields in the column headers to assist in locating the record.
  4. Optionally, open the record to view details, notes, and attachments for the observation.
    Observation records cannot be edited. Click the browser Back button to return to the New tab.
  5. Click one of these actions:
    • In Review moves the observation record to the In Review tab.
    • Generate Incident causes an incident record to be created from the observation record. See .Generating an incident from an observation.
    • Attach To Incident enables the combining of duplicate observations. See Attaching an observation to an incident.
    • Assign Investigator causes the observation record to move to the In Review tab with an assigned investigator.
    • Close Observation causes the observation record to move to the History tab with no further action that is required.