Perform a Safety Observation – Succeed Software Support

Perform an online Safety Observation

Select Applications from the platform navigation bar
Select Safety Observation Track
Click the New button in the upper-right
Select the Job you would like to conduct a safety observation for from the drop-down menu
Select whether you would like to perform a safety observation on an employee, position, or department
Based on your selection from the previous step, select the employee, position, or department from the drop-down menu
Enter in the date the observation was performed and click Save
Next to each step, issue, and job requirement, select the level of compliance from the drop down menu
- When you indicate that a job requirement is anything other than compliant, you have the option to identify root causes and assign corrective actions. The root cause and corrective action window will appear after selecting the non-compliance level.
1. To add a root cause:
  1. Click New above the root cause section
  2. Select the root cause Category from the drop-down menu
  3. Select the Cause from the drop-down menu and click Save
1. To add a corrective action:
  1. Click New above the corrective action section
  2. Enter the corrective action (required)
  3. Enter the due date or click the calendar icon to select the due date (required)
  4. Enter the start date, complete date, description, and add responsible parties (optional)
  5. Click Save
When finished with the safety observation, click Save & Close