Safety Performance: the weekly and monthly report

Safety Performance writes the weekly or monthly safety report. FieldTec fills in the figures from your registers every time the report is opened, so the report never disagrees with the records behind it. The assessment is yours: FieldTec never writes it for you.

Who can use it

• Safety Performance → View opens reports and downloads them.
• Safety Performance → Edit writes and finalises them.
• Reopening a finalised report is for Admins.

Write a report

1. Admin side → Safety Performance. Pick Weekly or Monthly. Each period says Signed, Draft or Not written; the current one says in progress.
2. Open a period. The top shows its figures against the period before: incidents, action items raised, closed and overdue, inspections, behaviour observations, hazard assessments, safety meetings and Toolbox Talks held.
3. Read Worth commenting on — plain facts FieldTec noticed, such as incidents rising, the oldest overdue action item, or no Toolbox Talks recorded.
4. Write How safety performed this week (or month) and What to look at going forward. Press Save.
5. When it's right, press Finalise and sign. Your name and the date go on it.
6. Download it: PDF to file or send, or Word to edit — put it on letterhead, or soften a sentence before a client reads it.

What the monthly report adds

• Rates: TRIF and FAIF, from the hours logged on Stats → Company hours. With no hours logged for the month, they can't be worked out and the report says so. Weekly reports leave rates out, because over one week a single first aid case swings them by hundreds.
• Performance Scorecard: target, this month and year to date for each lagging and leading indicator. A row with nothing in the app to count from says Not tracked rather than showing a made-up zero.
• HSS Management System Readiness: your policies and documents, their versions and the next step for each.
• Joint Occupational Health & Safety Committee: its members, their foundation training and when their annual training is due.
• By location: incidents, inspections and meetings at each site.
• Outstanding at period end: overdue action items.
• Weeks in this month: each week's report and whether it's signed.

Need to fix a signed report? An Admin presses Reopen for correction; it can then be edited and finalised again.