Work on a safety observation

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Work on a safety observation assigned to you to resolve it.

    Antes de Iniciar

    Role required: sn_ohs_im.manager, sn_ohs_im.agent, or sn_ohs_im.operations_manager

    Procedimento

    1. Navigate to All > Health and Safety > Health and Safety Workspace.
    2. Select the incident management icon (Incident Management icon.).
    3. In the Lists tab, select Safety Observations and then All.
    4. Open the safety observation to work on and change the state to Work in Progress.
    5. Record the following information related to the observation.
      You can record this information in any order as needed.
      1. In the Assets tab, select New to associate an asset to the observation.
        Nota:
        The assets field appears only when Expanded Model and Asset Classes [sn_ent] application is installed. For more information, see Additional features in Health and Safety
        The fields related to the selected asset are auto-populated from the asset record.
      2. In the People involved tab, select New to add people involved in the observation such as witnesses and collaborators.
        • For a description of the field values, see People Involved form.
        • If an observation involves more than one person, add a record for each.
        • To modify the record of an existing person involved, select it in the list to open it and update.
      3. In the Root cause analysis tab, select New to perform the root cause analysis for the observation.
        The application includes the Five whys technique of root cause analysis. You can add as many root cause analyses as you need to an observation.
    6. Add an action based on your root cause analysis.
      For more information, see Add an action for a safety incident or observation.
    7. Record your findings that you gathered about the observation.
      You can use these sections to add your findings:
      • Attachments section to attach findings in the form of image, video, and documentation such as a signed witness statement.
      • Activity section to add findings in the form of free text. You can also use this section to add links to related knowledge base articles.
    8. Opcional: Research content related to the observation by selecting the Agent assist icon (agent assist icon).
      Agent assist searches the knowledge base using the text from the observation's Short description field and shows relevant articles.
    9. Opcional: Generate a report for the safety observation, if needed.
      For more information, see Generate a report for a safety incident, observation, or injury.
    10. Opcional: Close the safety observation after all activities are complete.

    Resultado

    The observation moves to the Closed Complete state.