How to review a safety report, record the corrective action and close it
How to review a safety report, record the corrective action and close it. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Safety reports. The list shows what is not closed; filter by type, severity, status, job, location, dates or words. A bell notification (red for High, Critical or an injury) and an email tell managers when a report arrives.
- Open a report. Under Review and close-out set the status: New, Under review, Action required or Closed.
- For Action required, write the Corrective action (required). To close, write the Close-out note (what was done and checked; required).
- Press Save review. Closing emails the person who reported. A closed report can be reopened.
Tip
Every step appears under History and in the audit log. Nothing is ever deleted. Reviewers are Administrators, Office managers and Safety Inspectors.