Workplace health and safety is the responsibility of all employees. To help with this, Atlas clients can enable the safety observations tool to allow users to report anything they notice in the workplace, whether it's an area of concern or a report that an outstanding item has been addressed.
Activating safety observations
Important: Safety observations are deactivated by default and must be enabled. This is a global setting and will apply to all users. Only users who can adjust employee settings can activate or deactivate the safety observations tool.
Go to Employees > Employee settings from the left navigation menu.
Locate and toggle on the option Can the organization see the safety observation menu option? to activate it.
Click the Save button to confirm this choice.
Once this is done, all users can access this tool by going to Health and safety > Safety observations from the left navigation menu.
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How to add an observation
From the safety observations landing page, click the Add safety observation button in the top-right corner.
In the sidebar, confirm the following information:
Will you be reporting this anonymously?
The Site of the observations, and the specific location if applicable.
The Date the observation occurred.
Confirm whether this is a positive or negative observation.
A Description of the observation.
Confirm whether anyone else was involved in the observation, such as another employee or member of the public.
Any remedial or further actions required for this observation.
The Status of this observation (open, in progress, or closed.) Only users authorized to adjust status will see this.
Click the Submit button to finalize the report.
Important: Once an observation is submitted, Atlas sends an e-mail notification to all service owner, manager, and coordinator users.
Updating an observation
Important: Employee-level users cannot update an observation they have submitted.
From the safety observations landing page, click the Action icon (...) next to the desired observation.
Select Update to open the sidebar, where you can edit the details and adjust the status of the observation. Click Submit when done.
You can also select Archive from the actions icon to move the observation into an archived state. Archived observations can be viewed by adjusting the filters on the safety observations landing page.