Using and existing safety observation, you will be opening the observation and sign it off as a manager would.

You need to be in the Safety module and Safety Observations sub-module to complete this tutorial.

  • Select a company
  • Find an observation:  If you don't know how to locate an existing observation, go here: Locating a Safety Observation
  • From the context menu select ‘Manager Review’
  • Have a look through the different sections of the observation and open some images.
  • Type a brief comment in the manager review section
  • Click the signoff area (a dialogue box will popup)
    • Web will ask you to select an image
    • iPad will open a signature box
    • Sign your name in the popup box (iPad), and press save
  • Save and close the observation
  • Now look at the Observation object, what is different


For more information on Manager Reviews go here:  Safety Observation - Manager Review