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How Do I Configure a Safety Observation Classification?


Safety Observations are recorded to identify both safe and unsafe behaviours, as well as potential hazards in the workplace. 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.
  5. Select the default status - Awaiting Approval, Approved and Rejected.
  6. Awaiting approval - the safety observation will need to be approved for it to be completed.
  7. Approved - the safety observation will automatically be approved when it is added and can be closed/completed.
  8. Rejected - the safety observation will automatically be rejected when it is added and will need to be approved for it to be completed.
  9. 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

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