Assigning an investigator to an observation

  1. Sign in as Health & Safety Management.
  2. Select Observation Log.
  3. On the New tab, select a record.
  4. Click the Assign Investigator action.
    This action is sometimes located within More Actions (ellipsis).
  5. Complete the Investigator field by selecting an employee to investigate the observation.
    Any employee can be assigned to investigate an observation.
  6. Click Submit.
    The observation record is moved to the In Review tab, where the name of the selected employee is displayed in the Investigator column.