Standard Menus (Available to all Safety Observation Account Types)
Dashboard – Provides observation data roll-ups.
User Maintenance – Manage observer profiles.
Category Maintenance – Modify observation categories.
Responsible Party Maintenance – Oversee responsible parties.
Report Scheduler – Automate report distribution.
Observation Maintenance – Manage submitted observations.
Location & Cause Maintenance – Modify location and cause settings.
Observation Reports – Generate observation analytics.
Observation Settings – Configure app settings (positive/negative schema, geotagging, etc.).
⚠️ Important: This guide applies only to the Observations App in Safety Reports. The steps and features described do not apply to other apps, including:
Inspections App, JSA App, Forms App, Incident App, Incidents App, Safety Scan App, Training App.