How to Start a Behavior Observation

Behavior Observations are filled out while observing an employee performing a job/task, identifying any areas for safety improvement and ensuring all procedures are followed. You are also able to create a corrective action for follow up items, add photos/documents, and add notes. This document takes you through the steps of starting/completing a behavior observation on both the Web, and on demand through the mobile app (without it needing to be assigned to you).

1. Log in as normal and select your location (Admins and Collaborators may select the Company Level).

2. From your home page, click Observation. Choose Behavior Observation from the list, and click Create.

3. You will be taken to a form. Answer the required questions (indicated by a red * ) and select the template you wish to complete.

4. The Behavior Observation itself can now be filled out. Answer the questions as needed, noting any required questions (red * ).

5. Add any documents or photos

6. Lastly, record the signatures of the Observer (likely yourself) and the employee's signature (if an employee was being observed), hitting the Save Signature button after each one.

8. If all Required fields (red *) are answered then hit the Green Submit button and

2. Tap "Create New"

3. Choose Observation:

4. Choose Behavior Observation:

5. Fill out the form, answering all required fields as indicated by the red *. Tap Submit to continue.

6. The Behavior Observation itself can now be filled out, answering any questions provided, attaching photos, assigning a Corrective Action, and collecting signatures as needed.

7. You can Save for Later, or Submit.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods: