Observations: the register, the categories and targets

Who can use it

• Everyone reports observations from FieldView → Report Observation. See "Reporting an observation".
• Behavior Observations → View reads the register; Edit changes the categories and closes observations. Targets are an Admin's.

The register

• Admin side → Behavior Observations → All observations. Filter by type, status, worker observed, who observed, location and dates (several at once); sort any column; export.
• Open one to see its photos and what happened next. Mark closed, or Mark open again.

Set the categories

1. Behavior Observations → Setup → Observation builder.
2. Add category: what a worker can say they observed (e.g. PPE Compliance, Housekeeping). This sits beside the required Safe or At-risk choice; it doesn't replace it.
3. Optionally give a category its own choices, separated by commas (e.g. PPE worn correctly, PPE condition).
4. Reorder with the arrows, then Save. The preview shows what the worker sees.

Targets

• Behavior Observations → Setup → Settings: a monthly target for each group (Project Leadership, Supervision, Worksite Team, Safety, Subcontractors), and which positions count as which group. Blank means no target, not zero. Save targets.
• Per-person targets — so many a week, month, quarter or year for everyone in a position — are set in Stats → Setup. People behind get a reminder.
• Stats → Inspections & observations shows Observations by person against their target.

Follow-up

At-risk observations raise action items. They're on Action Items → Observations: open one, write what was done to fix it, and Mark reviewed. A Needs more work report becomes an action item for the reporter's supervisor unless they picked someone else.