Report a Behavioral Observation

Activity Steps

  1. Navigate to Main Menu > Preventive Controls > Report > Behavioral Observation (binoculars icon).
  2. Complete the required fields in the Behavioral Observation form:
    • Management/Zone: Select the corresponding management or zone.
    • Workplace: Select the location for the observation.
    • Undesired Event (if active): Select the undesired event.
    • Observed User (if active): Select the observed user.
    • Risk Level (if active): Select the risk level.
    • Company (if active): Select the company.
    • Worker (if active): Select the worker. Only workers associated with the selected company will be displayed.
  3. Answer the observation questions:
    • If it is a safe behavior, select the actions taken by the observer.
    • If it is a risky behavior, select the cause of non-compliance and the actions taken by the observer.
    • If not applicable, no actions need to be selected.
  4. Enter general comments as needed.
  5. Attach up to 5 files (PDF or images, max 10 MB each) if required.
  6. Click Report to submit the behavioral observation.
    • Note: Module names, response options, and field labels may vary depending on your organization's configuration.
  7. Once completed, verify the behavioral observation is registered in the system.