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Observations Software on Office 365

User-friendly software for workers to easily report Environmental, Security and Safety observations

Mobile-ready form
Review workflow
Escalate to Incident
Trend reports

Let workers quickly submit observations they know you’ll follow through on.

Not everything is an incident, but plenty of situations have the potential to become one. Observations Software from Pro-Sapien helps you rectify problems identified by workers before they cause harm.

A quick and easy form takes workers less than two minutes to complete, while a review workflow gives managers control over what happens next. Follow up actions are tracked through the system with automated reminders, ensuring nothing slips through the cracks.

Observations provide a wealth of data, which you can view in beautiful dashboards and reports. You'll identify trends and make better, data-driven decisions about the security and safety of your company's workplaces.

What’s more, all of this is deployed into your existing Office 365 portal, making submitting and managing observations easier than ever.

Observations Software - mobile access, filterable library, approval workflow, graphs and charts

Observations Software

Address potential Environmental, Security and Safety issues before they cause harm using Pro-Sapien’s user-friendly Observations Software on Office 365.

The amount of effort required to report an observation can be the difference between a worker reporting it or not bothering.

With that in mind, the Pro-Sapien Observations form is short, simple and takes less than two minutes to fill.

What’s more, it’s easily accessed on mobile devices, with a responsive design that fits nicely on any screen size. Employees can fill it out quickly on the go.

Getting information in fast is one thing—making sure it’s of decent quality is another.

The Pro-Sapien Observations module comes with a Review workflow stage to let you do exactly that.

A designated reviewer or group of reviewers checks that everything is classified correctly, before deciding what the next steps should be.

Upon review, you may decide this is more than an observation and that harm was already caused. In this case, you can escalate an observation to an incident.

Escalating an observation to an incident gives you the ability to gather more information and, if required, conduct an investigation.

When an observation is escalated, the system copies across data in the observations form into the equivalent fields in the new incident form.

Find out more information about our Incident Management module here.

An observation is of little value if it’s not appropriately addressed.

Not only will correcting noncompliances make workplaces safer, but employees want to see that you follow through on what they tell you. In this sense, observations are a useful tool to build trust between front-line workers and management.

Once an observation is received, there may be actions required to correct it and ensure controls are in place to stop the hazard re-appearing.

Pro-Sapien makes it easy to plan follow up tasks. Managers can assign actions straight from the submitted observation form, triggering automated notifications to Action Owners.

Automated notifications and reminders are an important part of Pro-Sapien, and they apply to both Observations and Actions.

When an observation is submitted, reviewers are automatically notified of required action—similarly, if an observation is escalated to an incident, other managers can be notified.

When an action is assigned, the Action Owner is notified and can keep the item up to date using the central Action Manager.

The Action Manager helps all parties stay on top of their to-do lists, and automated reminders when due date is approaching help ensure nothing slips through the cracks.

Instead of talking only about “Why was that recordable?” start asking, “What was the potential for someone to get hurt?”

Leading indicators like observations provide your organization with a better sense of direction and encourage a proactive approach to EHS and Security.

By knowing the potential for harm, you can put in place controls to minimize the risk of incident in the future.

Just like all data in your Pro-Sapien system, Observations data appears in dashboards and reports for you to easily identify trends and make informed decisions.


Too many notifications?

Using the Pro-Sapien admin area, you can decide whether a notification is sent as soon as an observation is submitted, or as a daily or weekly roundup.


Office 365 Integration

Pro-Sapien is deployed into your company's SharePoint portal in Office 365. That means your employees already know where to find it and how to use it.

Having SharePoint licenses is a prerequisite for using Pro-Sapien. Find out more about what SharePoint integration means here.

Office 365 Integration
Configurable, Flexible
User Friendly
Single Sign On

Watch the demo

Get started by watching the demo video.  Fill in our form and we'll send you a link.
Or you can contact a member of our team here.

Observations form on mobile - a safety observation example

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