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
- Web will ask you to select an image
- 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