All observations
The register with multi-select filters, sorting and export; open one to see its photos and follow-up.
Where: Dashboard → Behavior Observations → All observations
Who can: Observations: View
Behavior Observations
The quickest way to report what you saw on site. Only what that kind of report needs is asked, and the date, time, you and your site are filled in.
Who uses itWorkerSupervisorAdminPlanAll plans
On the admin side
4 featuresDashboard and the Admin paneObservation builder
The categories and options workers pick from.
Where: Behavior Observations → Setup → Observation builder
Who can: Observations: Edit
Settings
Leading indicator settings, such as each person's monthly observation target.
Where: Behavior Observations → Setup → Settings
Who can: Admin
Follow-up actions
Actions raised from observations have their own Observations tab in Action Items.
Where: Action Items → Observations
Who can: Action Items: View
On the worker side
5 featuresFieldView and your profile menuSafe behaviour or condition
Pick it and press Send. Words and a photo are optional: two taps.
Where: FieldView → Report Observation
Who can: Everyone
At-risk or near miss
Say what you saw (or add a photo for an at-risk condition), then what happened next: fixed on the spot, or needs more work.
Where: FieldView → Report Observation
Who can: Everyone
Needs more work
Say what needs doing. It becomes an action item for your supervisor unless you pick someone else.
Where: Observation → Needs more work
Who can: Everyone
Safeguard worked
A near miss where an alarm, guard or spotter did its job can be answered Safe — a safeguard worked. Nothing is raised, and Stats counts it.
Where: Observation → near miss
Who can: Everyone
Add details
Who was involved, other workers, a different site and the exact spot, only when they matter. Works with no signal.
Where: Observation → Add details
Who can: Everyone
Related articles
- Reporting an observationThe quickest way to report what you saw on site: safe or at-risk, a near miss, or an idea. Only what that report needs is asked.
- Observations: the register, the categories and targetsRead and close observations, set the categories workers pick from, set monthly targets, and follow up at-risk ones.
- Stats: responding to a rising trendFrom Rising now, see the reports behind a trend, assign responses from your own library in one go, and see whether earlier responses worked.
- Action items: raising, working and closing themWhere action items come from, how to raise one by hand, how the owner closes it with an update, and how an admin signs it off, reopens or reminds.