Customizing the causes for safety observations allows your organization to better track the root causes of safety issues. This feature helps categorize safety events more accurately, making it easier to address and prevent them in the future. Follow these steps to customize cause maintenance in Safety Reports.
Step 1: Log In to Your Safety Reports Admin Page
Begin by logging in to your Safety Reports Admin page using your username (email) and password provided by your organization.
Step 2: Access Observations Settings
Once logged in, navigate to the grey bar at the top of the screen and select Observations. This will take you to the area where you can manage categories, causes, and other observation-related settings.
Step 3: Choose "Cause Maintenance"
On the far-left side of the screen, select Cause Maintenance. This section allows you to view and manage all the causes associated with safety observations.
Step 4: Click on "Custom"
To add a new, customized cause, click on the Custom option. This will enable you to create new causes specific to your organization’s needs.
Step 5: Click "Add New Cause"
Click on the Add New Cause button to begin creating a new cause.
Step 6: Add Cause Information
Fill in the necessary information for the new cause, such as the cause name and any other relevant details. Once the information is entered, click Submit to save the new cause.
Conclusion
Customizing cause maintenance is a valuable tool for organizations to track the reasons behind safety issues. By following these simple steps, you can add specific causes that make it easier to identify and resolve recurring safety concerns in your organization’s observations.
Download the Customize Cause Maintenance PDF here: