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