1. Using Workforce Health and Safety Incidents
  2. Manage Inspections

Manage Inspections

You can create and manage safety inspections by navigating through Home > My Client Groups > Health and safety > Health and Safety page > Inspections.

Follow these steps to create a safety inspection:

  1. Click Add.
  2. In the Details section, select the inspection type and the subtype.
  3. Select the date and time of inspection.
  4. In the Location section, specify whether the inspection is onsite or offsite and enter the location details.
  5. In the Items section, search for and add the items that you want to inspect, for example, plant, equipment or vehicle.
  6. Click on an item to enter the findings and the result. If the Finding section includes a questionnaire, then you can answer the questions and report the findings. If it doesn’t include one then you can skip the section. You can just select the result whether it’s a pass or a fail.
  7. Select the Create action checkbox if any follow up action is required based on the inspection. You can track the actions using the Actions page like safety incidents.
  8. You can include any attachments and pictures for the inspection item.
  9. In the Overall Findings section, you can select the factors and causes and enter your final response.
  10. In the Outcome section, you can select the final result and severity level and the task completion date.
  11. Once you save the inspection, it appears on the Inspections page. You can see additional sections for the saved inspection including Inspection Owner, Risk Assessment, and Related Inspections, like incidents.
  12. Two additional tabs Actions and Attachments are also displayed enabling you to add any action items for the inspection and attach any inspection related files such as photos or documents.
    Note:

    To close an inspection, reviewers and approvers must have signed-off the inspection. An exception to this is when the profile setting ORA_HNS_INSPECTION_AUTO_CLOSE_ENABLED is set to Y. The inspection can be closed by the inspection owner, safety coordinator, or a user with the EHS Manager job role without the reviewers or approvers having signed off. Actions can remain open.