📱 How to Report a Safety Observation in the Mobile App

Reporting safety observations promptly is crucial for maintaining a safe work environment. The Take5™ Connect mobile app allows you to report safety observations efficiently. Follow this guide to ensure accurate and timely reporting.

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Step 1: ➕ Initiate Safety Observation Report

1. Open the Take5™ Connect mobile app.
2. Tap the orange plus (+) button located at the bottom of the screen on any page within the app.
3. From the Create/Report menu that appears, select Report Safety Observation.

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Step 2: 📍 Select Site

1. The app will default to the Site you’re currently signed into.
2. To change the Site:
   • Tap the Site description at the top of the page.
   • Scroll or search to find and select the desired Site.

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Step 3: 📝 Fill in Safety Observation Details

Complete the following fields:

• Category: Select the relevant category from the list.
• Type: Choose the appropriate type of safety observation.
• Description: Enter a brief description of the safety observation, including related risks or harm.
• Action Taken: Describe the actions taken during this observation.
• Priority: Select the priority level (defaults to Moderate).
• Date: The date the Safety Observation was reported.

Optional Fields:

• Rating: Use the slider to rate the safety observation.
• Select Reporter: If someone else reported the safety observation to you, select them as the reporter. If no reporter is selected, the person logging the observation will be recorded as the reporter.
• Add Files: Upload any relevant files directly from your phone.
• Add Tasks: Assign tasks to users related to the safety observation if further action is needed.

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Step 4: 💾 Save the Safety Observation

1. After filling in all required fields, tap Save at the bottom of the page.
2. A confirmation message will appear. Tap Yes to save your observation and log it.
3. You will then be prompted that your safety observation has been successfully submitted.

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📞 Need Assistance?

For further help or inquiries:

• 📧 Email: support@take5connect.com
• 📞 Phone (NZ): 0800 582 535