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How Do I Configure a Safety Observation Classification?

Including a Safety Observation Classification when adding a Safety Observation is beneficial as it categorises the Safety Observation.

1. On the left side menu, go to ‘Settings’ and click ‘Safety Observation Types’.
2. Click ‘+ New Safety Observation Classification’.
3. Enter the Name and Description.
4. Choose the Safety Observation Form from the dropdown options.

Select the default status - Awaiting Approval, Approved and Rejected.

1. Awaiting approval means the safety observation will need to be approved for it to be completed.
2. Approved means the safety observation will automatically be approved when it is added and can be closed/completed.
3. Rejected means the safety observation will automatically be rejected when it is added and will need to be approved for it to be completed.
4. Click ‘Save & Submit’.

1. A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.

This is required before you can add a Safety Observation Classification:

1. Digitise your Safety Observation Form