Recording a Safety Observation

You can record safety observations directly to Safesite by using the mobile app

Crystal King avatar
Written by Crystal King
Updated over a week ago

Safety Observations are vital for the health of your personnel and for maintaining the progress of your projects. The Safesite Mobile App enables you to record safety observations while in the field quickly.

Watch this video on recording a safety observation:

In this article:

Record an Observation via Safesite Mobile

1. Open the Safesite app on your mobile device if action cards are displayed click on the "Log Observation" tile or select the plus (+) icon at the bottom of the screen to access Observations. 

The screen will redirect to the New Safety Action screen.

2. Select Log Observation.

3. Select the appropriate Project, or create a new one if needed. 

If you are not a Project or Organization Administrator, you will not have the ability to create projects for your organization.

4. Next, you'll log the details of your observation.

You can apply the following details to your observation:

  • Options to select an observation type of Positive or Negative.

  • Upload photos of the observation by choosing pictures from your gallery or taking pictures in real-time.

    • Note: Uploading standard image files such as JPEG, GIF, and PNG is supported while PDF and other document formats are not supported.

  • Select a location from your existing locations or add a new location.

  • Assign the team responsible for the observation.

  • Add notes or comments related to the observation in the description field.

    • Note: The description field must have two words entered before recording or saving the observation.

When finished, tap Record Observation to log the observation into the system.

💡Safesite Score Tips

  • Log observations and complete assigned action cards throughout the week to keep the project's observation score high.

  • Observations are good for understanding safety conditions and giving kudos to team members, so raise as many positive and negative observations as possible.

Accessing Observation Reports via the Safety Mobile App

Safesite mobile users can review, edit and export observation reports through the SafetyHQ section in the mobile app.

  1. Navigate to SafetyHQ

  2. Select Observations

  3. If prompted, Please Select the Project

  4. You are able to filter Observations by the date, positive or negative type, team, or location.

  5. Select the observation you would like to edit once filtered.

  6. You can edit the observation’s details by selecting the Edit button.

  7. You can send a PDF of the observation to anyone inside or outside of your organization by entering valid email addresses by selecting the Export button.

Click on the links below to learn more about how to log each Safety Action on the Safesite Mobile app:

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