Walkthroughs
Logging and Managing a Safety Walk
A step-by-step guide to creating, filling out, and managing a Safety Walk record using the 'Walks' form.
Creating a New Safety Walk
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Navigate to the Walkthroughs Module.
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Start a New 'Walks' Record.
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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.
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Link Key Behaviours (If Applicable):
- If your organization uses predefined "Key Behaviours," link the relevant ones that were the focus of this Walk.
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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.
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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).
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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.
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