Working with new observations
New observations are reports on which
no actions have yet been taken.
- Sign in as Health & Safety Management.
- Select Observation Log.
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On the New tab, select a
record.
Optionally, click Search to display filter fields in the column headers to assist in locating the record.
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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.
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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.