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    Getting Started with Behavioral Based Safety (Observations)

    Behavior Based Safety activity for IndustrySafe is collected in the Observations Module.  The Observations module includes recording forms and a checklist of categories and subcategories to be utilized for behavioral based safety observations.  Scheduling, reporting, tracking, and analysis of observations is also available. The module contains a pre-set list of categories and subcategories that may be configured by an administrator. See more information on how to configure observation categories and subcategories in IndustrySafe by following this link.

    If you are setting up a new site, you will need to add your facilities (locations) to your IndustrySafe site before you can add an observation.  See the Getting Started Guide for more information on this set-up below.

    You will also need to add employees who will be conducting observations into IndustrySafe.  More information about adding employees is available by following this link.

    If you are using the IndustrySafe Demo Site or your site has already been set up, follow these steps to add a behavioral based safety observation.

    1. Select the Observations tab.
    2. On the horizontal menu, select the green plus sign in the upper left and then select "Add Observation."
    3. Complete the appropriate fields, including the required fields.
    4. For each subcategory, enter the number of safe or unsafe/at-risk actions and conditions that were observed.
    5. Select the Save button.
    6. If all required fields are complete and all data is in a valid format, the successful save message will appear.

    In addition to tracking behavioral based safety observations, you may also assign users an observation schedule.  This allows you to track users required to conduct observations and ensure that they are completing their required number of observations each moth.

    To add an Observation Schedule for a user, follow the steps below.

    1. Select the Observations tab.
    2. On the horizontal menu, select the green plus sign in the upper left and then select "Add Schedule."
    3. Complete the appropriate fields, including the required fields.
    4. Select the Save button.
    5. If all required fields are complete and all data is in a valid format, the successful save message will appear.

    View the Quick Start Guide here.