Creating and Managing Job Safety Observations

Starting a New JSO

To begin, navigate to the Job Safety Observations module and select 'New Record'.

Filling the Main JSO Form

• Hierarchy: Assign the JSO to the relevant part of your organization. This may be pre-filled. See 'Understanding Hierarchy' if you need to change it.
• Observer Names: Specify who conducted the observation. This is a required field.
• Date: The date of the observation. This is required and defaults to the current date.
• Time Started / Time Finished: Optional fields to record the observation period.
• Tasks Observed: Clearly describe the work activities or tasks under observation. This is a required field.

Logging Individual Observations

Within the main JSO form, you'll find a section for logging specific observations. Each one is a distinct entry linked to your main JSO record.

1. Select 'Log New' (or a similar button) to add an individual observation.

2. In the "Observation" form:

   • Category: Assign a category (e.g., "Manual Handling," "Construction"). This helps in classifying and later analyzing observations. You may be able to add new categories if needed.
   • Class: Specify the class (e.g., "Safe Procedure," "Unsafe Act," "Unsafe Condition") for further classification.
   • Observation: Provide a detailed description of what you observed.
   • Good/Poor: Rate the specific observation.
   • Associated Actions: If this specific observation requires follow-up, link or create an action item directly here. This is useful for tracking remedies for individual unsafe acts or conditions. See 'Linking Records'.
   • You can also add attachments specific to this individual observation.

3. Submit the individual observation entry to return to the main JSO form. Repeat to add more observations.

Overall Comments and Actions

• Comments: Use this section on the main JSO form for any overall remarks about the observation session.
• Associated Actions: Link or create actions that apply to the entire JSO, rather than just one specific observation point.

Saving and Completing Your JSO

• Save / Save as Draft: Saves the JSO in a Draft state. Draft records can typically be edited later.
• Complete (or Submit): This finalizes the JSO, changing its status to Complete.
  • Once a JSO is marked as Complete, editing capabilities for the core information may be restricted.
  • You can usually still link or manage associated actions (e.g., add new ones or update existing ones) even after the JSO itself is complete.
  • This status indicates the observation process for this record is finished.

For general information on form submissions, see 'Submitting Forms'.