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 may select the Company Level if they wish).

2. On the left navigation bar from your homepage, select Observations followed by Behavior Observations.

3. You will be taken to the main Behavior Observations page. In the top right corner click Page Actions followed by Add Behavior Observation.

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

5. Once filled out, you may begin the Behavior Observation. Answer the questions as needed, noting any required questions (red * ). You may now also choose to Save for Later if you find yourself unable to complete the observation in that moment.

6. Add any documents or photos

7. Finally, 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

9. You will then be taken back to the main Behavior Observation page and will see your newly created Behavior Observation.

2. Click on the + icon or click your menu and choose Action Items:

3. Choose Make Observation:

4. Choose Behavior Observation and click Submit:

5. Choose the appropriate group/establishment and area (optional) to associate with the observation:

6. Select the Behavior Observation you'll be completing from the list of templates:

7. Click Submit when you have filled out all required fields, and you will be immediately taken to where you can begin completing the observation:

8. Answer the questions, noting any required questions (signature(s) are required), tapping Submit once finished.

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