Observations (BBS)
Capture safe and at-risk behaviors, conditions, and near misses from the field — online or offline — classify SIF potential, and raise CAPA on the unsafe ones.
Behavior-based safety observations are quick field notes on what you saw — a safe behavior worth reinforcing, or an at-risk behavior or condition worth fixing. They're your best source of leading-indicator data.
Log an observation
- Go to Observations and use the Log an observation form at the bottom.
- Pick the site, the type (safe behavior, unsafe behavior, unsafe condition, near miss), and a category (PPE, body position, housekeeping, ergonomics, tools & equipment, procedures, other).
- Write a short description, choose who observed it from the roster picker, set the date, and note any immediate action taken.
- Press Log observation. It appears in the list right away.
Filter and close out
- Filter the list by site and status; the Unsafe / at-risk filter surfaces items that need attention (the dashboard's unsafe-observations tile deep-links here pre-filtered).
- Open an observation to see the detail and its tamper-evident audit trail, or Close it (optionally recording the action taken).
Classify SIF potential
On the observation detail page, answer the four energy-based questions (high energy present? released? serious injury? direct control in place?) and the observation gets an SCL category — separating potential serious-injury exposures from low-energy items.
Raise a CAPA
Open observations show a Raise CAPA button (list and detail page). Click it to open a corrective action linked back to the observation; a green CAPA badge then links straight to it.
Capture from the field — no login, no signal
The Public field-capture links page (/report-links) generates a no-login link per site,
with a printable QR code. It opens an offline-capable form with a Log an observation mode (plus
report-a-problem and stopped-work modes) — submissions made with no signal are queued on the device
and sent automatically when connectivity returns. See also incidents and
stop work.
Tip: put the QR on a poster at the gate — anyone on the floor, including contractors, can log an observation in under two minutes.
Related
- Stop-work authority — the field good-catch escalation from an at-risk observation
- CAPA (corrective & preventive actions) — unsafe observations raise corrective actions to closure
- Incidents — a near miss may become a reportable incident
- Learning teams (HOP) — learn how work actually happens after SIF signals
Want to see this working?
Open a sandbox with your industry's data already in it — no signup, nothing to install.