Process library / Safety behaviour observations
ConstructionEngineering
Safety behaviour observations
Anyone on site can log a positive or at-risk observation from their phone in under 30 seconds. At-risk observations are routed for action automatically, and every one feeds a live picture of safety behaviour across your sites, inside your Microsoft 365.
What changes on site
No chasing paperwork.
More observations, not fewer.
No manual filing.
No obersavtions left hanging or hidden on a supervisors desk.
No lost records.
Every at-risk observation gets an owner, a due date and a closed-out record.
The problem
Observation cards go in a box. Nobody sees the pattern.
Low uptake
Too much effort to report
Cards run out, pens don’t work, and nobody wants to walk back to the cabin to fill one in.
Unactioned
At-risk stays at risk
Cards wait to be typed up, by which time the hazard has moved on, or the incident has happened.
Invisible
No picture of the trends
Without data by site, trade and category, toolbox talks and campaigns are aimed by guesswork.
Thankless
No feedback to the observer
People stop reporting when they never hear what happened, and good practice goes unrecognised.
Live demo
Follow an observation from spot to trend.
An at-risk observation at Northfield Construction’s Dartford Works site. Click any step, or let it play.
Anyone on site scans the QR code, picks positive or at-risk, chooses a category and trade, and adds a note and a photo. It takes under 30 seconds, with no app to install.
At-risk observations go straight to the right site manager or contractor supervisor, with a due date. Positive ones send a thank-you to the person's supervisor.
The owner records what was done, adds a photo as evidence and closes it out. The observer is told it's been dealt with, so they keep reporting.
Every observation feeds a live dashboard: positive to at-risk ratio, top categories, trades and sites, and any actions running late.
What you get
Everything an observation programme needs.
Built around your existing observation categories and close-out rules, so it fits the safety culture work you already do.
Included in the process
- QR code access on every site
- Mobile form with photo upload, no app needed
- Positive and at-risk observations
- Your own categories, trades and contractors
- Optional anonymous reporting
- Automatic routing by site and category
- Actions with owners and due dates
- Close-out with photo evidence
- Feedback to the observer, thanks for good practice
- Live dashboard by site, trade and category
SharePointMicrosoft 365Your existing observation categories
What it changes
- More people reporting. Logging takes seconds, so observations become a habit.
- Hazards closed faster. At-risk observations reach an owner straight away.
- A positive safety culture. Good behaviour is recognised, not just bad behaviour flagged.
- Targeted toolbox talks. Aim briefings at the trades and categories that need them.
- Leading indicators for the board. Report on safety before incidents, not after.
- Less admin. No typing up cards or rebuilding spreadsheets.
Try it yourself
Log a demo observation in under 30 seconds.
- Scan the code, or open the form below
- Choose a site
- Pick positive or at-risk, and a category
- Add a note and a photo, then submit
In use · PJ Hegarty & Sons
Where Hegarty's digital H&S ecosystem started
Safety observations were the first process Hegarty digitised with us, followed by plant inspections and permits to work.
One Process Sprint
Digital observations, live in [x] weeks.
We build your observation process end to end in your Microsoft 365, test it on site with your team, and hand it over.
Kickoff 45 min · Free
Build and test [x] weeks
Price Fixed, from £[x]
Questions
Common questions about digital observations.
Can people report anonymously?
Yes, if you want them to. Anonymous reporting can be switched on or off, and the site, trade and category are still captured so the data stays useful.
Do we have to use your categories?
No. We use your existing observation categories, trades and contractor list, and you can update them yourself later in SharePoint.
Who is told about an at-risk observation?
You decide. Observations are routed by site and category to the site manager, H&S advisor or contractor supervisor, with a due date for the action.
Can subcontractors use it?
Yes. Anyone with the QR code or link can log an observation from their own phone. They don't need a Microsoft 365 licence or an app.
What do we do with the data?
The dashboard shows trends by site, trade and category, plus your positive to at-risk ratio, so you can target toolbox talks and report leading indicators to the board.
Related Processes
Often digitised next.
Digital permit to work
Request by QR code on site, approve from a phone, close out with photos.
See how it works ConstructionFMHealthcareEngineeringIncident and near-miss reporting
Report from the scene with photos. Investigations assigned and tracked to close.
Ask us about this process ConstructionEngineeringPlant and equipment checks
Daily checks at the machine. A failed item raises a defect automatically.
Ask us about this processFree kickoff session
Ready to retire the paper permit book?
45 minutes with a director to map your permit process and see what digital would look like for your sites.