Configure Observation Categories and Observation Types

*Admin User only*

It’s easy to log Safety Observations through our Inspections app and in HammerTech.
Users can configure Observation Types including custom fields for raising and closing out the Observations of that type. Creating Observation Category Types and linking them to Observation Types makes it manageable to sort and view the Observation raised in the project.

Instructions

To create Observation Categories

1. Log into HammerTech
2. Select Administration from the left hand menu
3. Select Observation Categories
4. Select the blue '+' in the top right hand corner
5. Add the name of the Observation Category
6. Select Create

To create Observation Types

1. Log into HammerTech
2. Select Administration from the left hand menu
3. Select Observation Types
4. Select the blue '+' in the top right hand corner
5. Select the Observation Category from the drop-down list if applicable
6. Type the name for the Observation Type (e.g. Safety; Environmental; or Defect, etc...)
7. Select if the Employer (Subcontractor) is allowed to create this type of Observation (This will apply to Observations raised in inspections and Observations)
8. Select if you want inducted Workers to be allowed to raise this Observation Type - workers are currently able to complete equipment inspections and raise Observations if they have been assigned (see Worker Created Equipment Inspections)
9. Select if you want the Observation type hidden from New Observations - this means the Observation type can only be raised as part of an inspection.
10. Select if this Observation can be raised in Meetings, Incidents, Custom Sections and/or Site Diary
11. Add any custom fields required (See 'HSEQ Inspections Setup > Adding Custom Fields for Observation Types')
12. Select 'Create' button at the bottom of the page

To Delete an Observation Type

1. Log into HammerTech
2. Select Administration from the left hand menu
3. Select Observation Types
4. Select the Observation type you wish to delete
5. Select the Options cog in the top right corner
6. Select Delete

Note: When you delete an Observation Type, it will not remove it from existing inspections that have the Observation Type assigned, it will only remove the ability to assign it to future inspections