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How Do I Add a Safety Observation?


Safety Observations are recorded to highlight both safe and unsafe behaviors, as well as potential hazards in the workplace. Reporting these observations plays a key role in preventing workplace incidents and ensuring compliance with health and safety regulations. Additionally, they help raise employee awareness about possible risks in their environment.


When adding a new safety observation, the system will prompt users to provide basic details. After this initial step, users have the option to complete an investigation report form associated with the selected observation type. While completing the investigation form is optional, it allows for more detailed information to be documented.


Investigation forms can be assigned to specific safety observation types during system configuration, making them available when that type is selected. These forms can be fully digitised using the Form Builder functionality.


This article includes step-by-step instructions on how to add a Safety Observation.


  1. On the left column, go to Safety Observations.
  2. Click +New Safety Observation.
  3. Choose the Safety Observation Type and Classification from the dropdown options.
  4. Enter a Brief Description about the safety observation.
  5. Enter the Occurrence Date.
  6. Tick the box(es) if:
  7. The initial SOR was raised previously.
  8. The SOR has already been completed.
  9. Select the Priority.
  10. Select who the Safety Observation was issued by from the dropdown options.
  11. Choose the Location and Project from the dropdown options.
  12. Choose the Subcontractor from the dropdown options - the Subcontractor must be assigned to one or more locations to be able to use the system, as subcontractors need this information to set up employees or accept jobs.
  13. Pinpoint the location of the safety observation on the map by clicking on the location.


This is required before you can add a Safety Observation:

  1. Create Safety Observation Types
  2. Create Safety Observation Classifications
  3. Set up Administrators
  4. Set up Employees
  5. Set up Subcontractors
  6. Set up Locations
  7. Set up Projects
  8. Create Safety Observation Categories
  9. Set up Notifications

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