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Complete an Observation with Optional Corrective Action
Complete an Observation with Optional Corrective Action
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Written by Safety Mojo
Updated over a week ago


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1. Your menu is on the left side of your home page.

2. Click "Forms"

3. Click "All Forms"

4. Click on the Core Observation Form "+" icon to create a new observation.

5. Begin by clicking on "Select a Category" under Category of Observation.

6. Click the correct choice of category

7. Click on the Observation Type.

8. Choose either Act or Condition.

9. Click the "Observed Party" field to enter who you were observing.

10. Describe in detail what you observed.

11. Add as many images as needed for others to understand what you observed by clicking on the "+" icon under Images. You can take photos or select photos from your camera.

To assign a corrective action (something that needs attention), click the up arrow icon next to Corrective Action .If you do not want to assign a Corrective Action just click the blue "Submit Core Observation" button.

12. Upload any images and notes about the Corrective Action.

13. You will then select the name of the person you want this Corrective Action sent to. They will receive a notification and find the Corrective Action in their Corrective Actions area in their menu.

14. To assign a due date for your corrective action, click the calendar icon.

15. Click the date you would like as your due date.

16. To submit, click "Submit Core Observation"


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