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Separate Quality Observations from Safety Observations

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Background

Separating Quality observations from Safety observations gives users in each group a clearer view of the observation data relevant to their work. Once separated, your company can manage settings and review lists of observation templates specific to the Quality and Safety groups.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
    • Once you separate Quality and Safety observations, the action is permanent and cannot be undone.
    • When the split is performed, all existing observation categories are initially defaulted to Quality.
    • Settings for the new Safety Observations section will be an identical copy of the Quality Observations settings, which you'll need to reconfigure.
    • Templates that do not have a type assigned will display in the Quality Observations section.
    • When the split is complete, a new Safety Observations tool will appear in the Project level navigation bar.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Observations.
  3. Click the General tab. 
  4. Click Separate next to the message about separating safety observations from quality.
  5. Read the message in the modal window that appears, which describes the implications of the separation.
  6. Click I understand.
  7. Click the radio button next to the name of each observation template category to assign it to either Quality or Safety.
    • Example: Change 'Environmental,' 'Safety,' and 'Safety Hazard' types to Safety.
  8. Your changes are now saved.

Next Steps

  • Once you separate the observation categories, configure the settings for the new Safety Observations tool at the Project level.