Investigating an observation

Perform this task if you have been assigned to investigate an observation.
  1. Select Health and Safety.
  2. Click the Employee Safety tab.
  3. In the Observation Investigations pane, right-click a record and select Update.
    Optionally, click View, then select a record and click Update.
  4. Review the information on the Details, Location, and Notes tabs.
  5. Click the Investigations tab.
  6. Select Generate Incident or Close Observation in the Recommendation field.
    Close Observation ends further processing of reported events. Generate Incident moves the report to the Safety Incidents or Near Miss Incidents section.
  7. In the Findings field, specify your detailed findings about the observation.
  8. Click Save.
  9. Click Complete Investigation to complete the investigation and remove it from the investigation log.
    Note: Click Complete Investigation only after all investigations have been completed for the record.