Safety Observation Management Walkthrough

REVIEW MANAGEMENT SAFETY WALKTHROUGH

1. Login as Plant EHS Head and go to My Action screen (Image 1)
2. There are four section provided to view and take action against tasks which are mentioned below :
   • PENDING ACTIONS : Display “Incident/Near Miss”, “EHS Observation”, “EHS Inspection”, “Equipment Inspection” and action items which needs to be performed. Also display the tasks which are saved as draft are displayed here. User will update final information and submit it for further action. (Display by default)
   • REVIEW ACTIONS : Display the tasks such as “Incident/Near Miss”, “EHS Observation”, “EHS Inspection” and “Equipment Inspection” including action items which needs to be reviewed. The tasks will be displayed to reviewer for review where reviewer will take action against it.
   • INFORMATION ACTIONS : Display all the tasks such as “Incident/Near Miss”, “EHS Observation”, “EHS Inspection” and “Equipment Inspection” to creator/requester with their current status. User can view the task details by clicking subject in “Subject” column.
   • UPCOMING : Display future tasks which are planned already.
3. When “Review Management Safety Walkthrough” in subject column in “REVIEW ACTIONS” section is clicked “Management Safety Walkthrough” screen will be opened in different tab.(Image 2)

1. Add action item(s) in observation by clicking “Action to be Taken” button if required.
2. To take action against a particular Management Safety Walkthrough report select Action from drop down list as below :
   • Reject : If a report is rejected it will go back to the person who conducted it. In this case comment is mandatory to enter.
   • Approve & Complete : Review Management Safety Walkthrough report by “Plant EHS Head”. He/She will be able to edit Management Safety Walkthrough details if needed and approve & complete Management Safety Walkthrough.
   • Discard : To remove the observation report which is invalid, duplicate, no longer need etc. Comment need to be enter in this case. No further action can be taken on discarded reports. Such discarded reports shall be archived and made available to view from the Search page. In this case comment is mandatory to enter.
3. Click Submit button to submit the walkthrough report as per the selected action. When walkthrough report is approved then the observation along action item (if applicable) details will be available to concerned person to whom it was assigned for review.