Safety Observation Business Process
Use the Safety Observation business process to record safety-related issues from the project site.
Characteristics
This is a Project-level business process with a workflow, provided in the system template.
Record Statuses
| Status | Resulting State |
|---|---|
| Approved | terminal |
| Canceled | terminal |
| Closed | terminal |
| Awaiting_Review | non-terminal |
| Pending | non-terminal |
| Pending_Approval | non-terminal |
| Revision_Required | non-terminal |
Related Processes
The Safety Observation business process might create the following business processes: Not applicable
The Safety Observation business process might be created by the following business processes: Not applicable
Workflow
The default workflow for the Safety Observation business process is set up in a certain way; however, it may be used differently by your organization. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can take the action of approving or rejecting the record or send it on to others.
Creating a Safety Observation Record
Create a Safety Observation record by navigating to Field Management / Safety Observation on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab.
Complete the Safety Observation form and attach related documents, if needed. After completing the form, select Send if you are finished and ready to commit the record.
Note:
You must enter a value in all required fields (*) before you can save the form.- Go to your Project tab, and switch to User mode.
- In the left Navigator, select Field Management, and then select Safety Observation.
- On the Safety Observation page, select Create. Refer to the tables below to complete the form. You can select Save at any time to create a record and keep it in editable mode.
- To add attachments, go to the Attachments tab, and select
Attach Files
.
- After completing the form, select Send.
- On the Workflow Action Details tab, select who should receive
this BP.
- If permitted, you can add users to the CC list. These users will receive a notification about this BP but are not assigned a task.
- If permitted, you can select lists of members in the Contact List section. These members also receive a notification about this BP but are not assigned a task.
- If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
- Select Send.
- In the Notification window, review the content, and select
OK.
The record moves to the next step in the workflow.
Completing the Safety Observation Form
Observation Information
Key information about this observation
| Field Name | Access | Description |
|---|---|---|
| Observation | Required | Short description of the observation |
| Observation ID | Read-Only | ID generated by the system |
| Observation Type | Required | Indicate whether the observation is Positive (safe behavior) or Risk (potential hazard) |
| Status | Read-Only | |
| Hazard Category | Editable | Classify the type of hazard observed |
| Method of Identification | Required | How the safety issue was identified |
Observation Description
| Field Name | Access | Description |
|---|---|---|
| Observation Description | Required | Provide a clear, factual account of what was observed, including location, personnel involved, and any relevant circumstances. |
Location
| Field Name | Access | Description |
|---|---|---|
| Latitude | Editable | The latitude of an area |
| Longitude | Editable | The longitude of an area |
| Area Template | Editable | The area template that contains the physical areas related to a project or building |
| Area | Editable | The specific area for the Incident item |
Risk Management
| Field Name | Access | Description |
|---|---|---|
| Severity | Editable | Severity of the safety observation |
| Observation Score | Read-Only | System-generated score based on severity and frequency. Lower score is preferred |
| Frequency | Editable | Frequency of the safety observation |
| Risk Level | Read-Only | System-generated score based on severity and frequency |
| Recommended Action | Required | Suggest specific steps to address the observed risk. |
| Action Taken | Read-Only | Document the steps taken to mitigate the risk.
Note: This field becomes editable in forms at a later stage in the workflow. |
Key Dates
| Field Name | Access | Description |
|---|---|---|
| Observation Creation (Date/Time) | Read-Only | |
| Observation Due Date | Read-Only | |
| Observation Closed (Date/Time) | Editable |
Record Information
System information about this record
| Field Name | Access | Description |
|---|---|---|
| Record No. | Read-Only | System-assigned record number |
| Creator | Read-Only | Creator of this record |
| Record Last Update Date | Read-Only | Date that the record was last updated |
| Creation Date | Read-Only | Date that the record was created |
| Project Name | Read-Only | Name of the project |
| Project Number | Read-Only | Unique Project Number |
| Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
Owner Information
Populated by the Oracle Construction and Engineering Advisor for Safety
| Field Name | Access | Description |
|---|---|---|
| Owner Name (Date/Time) | Read-Only | Owner or sponsor of this project |
| Owner ID | Read-Only | ID of the owner or sponsor of this project |
| Parent Project Number | Read-Only | Number of the parent project |
| Parent Project ID | Read-Only | ID of the parent project |
Completing the Notes Tab
Notes
| Field Name | Access | Description |
|---|---|---|
| Notes | Required | |
| Creation Date | Editable | |
| Note Creator | Editable |