Logging and Managing a Safety Walk

Creating a New Safety Walk

1. Navigate to the Walkthroughs Module.

2. Start a New 'Walks' Record.

3. Complete the Main Details:

   • Location of WALK: Specify the area or location of the Safety Walk.
   • Completed Date: (Mandatory) The date the Walk was conducted.
   • Department Manager (for notification): (Mandatory) Select the manager who will receive an email notification when this Walk is submitted as 'Open'.
   • Observer: (Mandatory) The person conducting the Walk.
   • Time Start & Time Finish: (Mandatory) Record the duration of the Walk.
   • No. Persons Observed & No. Persons Contacted: (Mandatory) Quantify the scope of the Walk.
   • Hierarchy: Ensure the correct organizational unit (Site, Department, etc.) is selected.

4. Link Key Behaviours (If Applicable):

   • If your organization uses predefined "Key Behaviours," link the relevant ones that were the focus of this Walk.

5. Document Your Review:

   • Safe Action(s) Commended: Describe positive safety practices observed.
   • Unsafe Act(s) Discussed: Detail any unsafe acts or conditions discussed and with whom.
   • Behaviours To Discuss at Next Team Talk: Note any items for broader communication.

6. Manage Associated Actions:

   • If follow-up is needed, use the "Associated Actions" section to Log New Action or link to existing ones. This ensures issues are tracked. (See "Action Management" documentation for more).

7. Add Attachments:

   • Upload any relevant photos or documents.

Workflow and Notifications for Walks

The "Walks" form typically follows this workflow:

• Draft:
  • The initial state when creating a Walk. The record is editable.
  • Click Submit to finalize the Walk details.
• Open:
  • Indicates the Walk has been completed and formally recorded.
  • An email notification is automatically sent to the "Department Manager" selected on the form. The email includes key details of the Walk and a link to the record.
  • Editing is generally restricted in this state.
  • From "Open," the Walk can be Archived.
• Archived:
  • The Walk is finalized and stored for historical purposes. It becomes read-only.
  • An administrator can Re-Open an archived Walk if changes are needed, returning it to the "Open" status.