Finding observations differs little to the other modules.  The ability to search and filter using the ‘Company context menu bar’ remains constant.

The search box allows the user to search for the name of an operator and / or observer, while the filter menu allows users to filter observations based on the following criteria.

  • Approved
  • Reviewed
  • Pending Review
  • Current Month
  • Last Month
  • Last 3 Months
  • Show All



Don’t forget to utilise the company context bar.  If you know the observation was done at a particular site, navigate to that site to begin your search


To further help you filter your search parameters, the Safety Observations module also has a sub-menu bar that allows the user to filter by date range and also the observer. 



Take the following example of a way to use all the appropriate filters:


Scenario:
You need to find a reviewed observation at Company A, Site B, 
that was completed on 2/3/2014 by Observer A, on Operator