The Behavioral Based Safety Observation form includes a default checklist with a predefined list of categories and subcategories that are automatically listed when an observation is added. A system administrator may configure checklists and categories and subcategories by following the steps bellow.

For more information on getting started with behavioral based safety, please follow this link.

To Configure an Existing Checklist

1. Select the System Functions wrench on the main menu.
2. On the horizontal navigation menu select Setup > Edit Observations Checklists
3. On the Edit Observation Checklists Page select the checklist you wish to modify.
4. Click on the Remove hyperlink next to any subcategory to remove it from the checklist.
5. Select a option from the subcategory drop down list and click on the add link to add it to the checklist.
6. Click on the Edit Observations Categories or Edit Observation Subcategories hyperlinks to modify the list of Categories or Subcategories

  • On the Edit Categories Screen you may Rename or Enable/Disable existing categories. You may add new categories to the list using the Add button. You may also delete a category if there are no subcategories associated with it.
  • On the Edit Subcategories Screen you may Rename, Enable/Disable, or Delete existing categories. You may also add new subcategories using the add button. All subcategories must be associated with a Parent Category.

7. Select the Save button to save your changes.

NOTE:
Observation categories and subcategories that have been disabled will not appear on new observations but will still be listed for observations that were added before they were disabled.

To Add or Delete a Checklist
1. Select the System Functions wrench on the main menu.
2. On the horizontal navigation menu select Setup > Edit Observation Checklists
3. Click on the Add/Edit Checklists hyperlink
4. On the Edit Observation Checklists Screen, you may rename or delete an existing checklist or add a new checklist.

  • You may only delete a checklist if it has not been used in any observations.
  • When a new checklist is added, it is automatically populated with all the available subcategories. You may then modify the list using the steps described in the previous section.

5. Select the Save button to save your changes.
6. Select the Back button to return to the Edit Observation Checklists Page.

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