How Do I Configure a Safety Observation Record Type?
A Safety Observation Record Type is used when adding a Safety Observation as it can help to ensure all the required documents and information is present and compliant.
- On the left side menu, go to ‘Settings’ and click ‘Safety Observation Types’.
- Click ‘+ New Safety Observation Record Type’.
- Enter the Name, and Description.
- Click ‘Save & Submit’.
- 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.