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The observation process has several steps;
Recording which registered staff members of the organisation were onsite.
Recording any staff who were on-site but had not registered for Safety.
Asking a predefined group of questions. This uses a standard induction. The induction should have;
i) Allow Multiple Correct Answers
ii) All answers should be correct
Recording the minutes of the meeting held with the staff members who were present.
Refer to Creating a HSEQ Observation Induction_ for instructions on how to set up the questions to be asked as part of the HSEQ Observation.
The following shows the Tasks accordion.
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Performing the observation
From the projects screen open the Tasks accordion;
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When you press the Performa HSEQ Observation the following screen is displayed;
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The Task Class and Task Type are set to HSEQ Management and HSEQ Observation and cannot be changed.
Enter the name of the organisation the observation is being performed on.
Select the Question Group to be used by the HSEQ Observation
Complete the Title for the observation.
Complete the Description for the Observation.
Assign the task to a member of staff.
If required you can set Watchers for the task.
Click on Save.
The observation task will then appear in the accordion.
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When you click on the Manage Attendees button the following screen is displayed;
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Select the members of staff who were present.
Enter the name and email address of any staff who were not registered for Safety.
Click Save,
When you click on the Manage Questions button the following screen is displayed and the user selects the relevant answers.
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When the user has finished the observation they click on the Complete button.
They can add a comment if required and then hit Save.
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