Observations Overview

The Observations module within PIMS Safety provides a comprehensive list to track, review, and manage site observations. Observations capture both positive and negative activities or conditions, providing visibility for identifying risks, promoting safe behaviors, and supporting continuous improvement efforts.

❗ Observations are also referred to as Tap-ins.

From the Observations module on PIMS Safety web, users can:

• Create new observation records.
• View all submitted observations in a searchable, filterable list.
• Open individual observation records to review full details.
• Complete assessments directly from the observation record.
• Upload supporting images or documents.
• Create and assign action items to ensure timely follow-up.
• View an Observations Power BI dashboard with additional data and visuals.

🔍 To learn more about the power BI dashboard, read the Observations Power BI Dashboard Overview article.

Table of Contents

   Observations List

      Navigating the Observations List

   Observation Details

   Observation Assessments

   Observation Collection Methods

---

Observations List

The Observations List displays all existing observations in the system along with key details for each record. Users can search or apply filters to quickly locate relevant observations.

Navigating the Observations List

• To open the observations list, navigate to Observations > Observations List.
• Click the filter icon to apply filters to the list.
• Type text into the search bar and click the search icon to view results.
• Select any observation to open its full details page.
• Click the add observation icon to add a new observation.
• Click the view settings icon to view filters that are currently applies to the list.
• Click the export to excel icon to export an excel file with the observation data.
• Click the power bi dashboard icon to open the Observations Power BI dashboard.

---

Observation Details

Clicking an observation from the list opens its details page, where you can review all information captured during submission. The details page also allows users to generate action items, complete assessments, and manage file attachments.

🔍 To learn how to complete an assessment, read the How to complete an Observation Assessment article.

🔍 To learn how to add an action item to the observation, read the How to add an Action Item to an Observation article.

🔍 To learn how to manage the file attachments, read the How to add or delete an Observations Documents/Images article.

---

Observation Assessments

Each observation can be evaluated through a structured assessment process to determine risk levels, confirm accuracy, and assign responsibility for a resolution. Assessments ensure that all observations are properly reviewed and acted upon.

🔍 To learn how to complete an assessment, read the How to complete an Observation Assessment article.

---

Observation Collection Methods

Observations can be collected using any of the following methods:

• Adding a new Observation directly through the PIMS Safety web application.
• Adding a new Observation (tap-in) directly through the PIMS Safety mobile application.