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700 Introduction to Safety Management
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Conducting Observations

To overcome the weakness inherent in the safety inspection process, a Safety Observation Program is used. This program mainly looks at safe work procedures and practices, instead of just focusing on physical dangers.

Conducting an Observation

The Safety Observation Program can help prevent injuries and illnesses by observing employees on the job.

There are two types of observation programs: formal and informal:

  • Formal observation programs include written plans that detail the observation process, participant responsibilities, tracking, reporting, and results.
  • Informal observation programs do not include written plans. Usually safety committees and supervisors conduct random walk-around observations, and use the information to correct unsafe behaviors, as well as physical hazards.

Things you can do to ensure a successful observation program:

  • Train all participants about the program and their responsibilities
  • Do NOT use any form of progressive discipline for observed behaviors
  • Include effective positive how-to corrective instruction and recognition
  • Address the root causes for the unsafe behaviors and physical hazards observed
  • Use well-designed cards or software applications to track observations

A trained team of observers will make observations of employees at work more effective and consistent. The observations should note the date and time, location, employee being observed, and results of the observation.

Click below to see a list of observer responsibilities, examples of behaviors observed, and a video describing a typical observation program.

Observers have the following responsibilities:

  • Attend observation program training
  • Participate in targeted observations as assigned
  • Partner with other observers to share experience and findings
  • Coach new observers when they conduct initial observations
  • Complete the required number of observations
  • Observe employees performing various jobs
  • Coach and correct unsafe behaviors on the spot
  • Provide specific positive feedback on behaviors to employees working safely
  • Review observation results to recommend program improvements and to plan future observations

Behaviors to observe include:

  • PPE – Is the worker properly using PPE?
  • Respiratory Protection – Is the worker properly using respirators as required?
  • Ladder Safety – Is the worker using ladders safely using three-point control procedure?
  • Forklift Operation – Is the worker correctly using forklift and other powered industrial trucks (PITs)?
  • Scaffolding – Is the scaffold properly installed and is the worker working safely on the scaffold?
  • Housekeeping – Is the worker keeping the workstation clean and not creating trip hazards?
  • Proper Tool for the Job – Is the worker using a tool that is proper for the job and using the tool safely?
  • Ergonomics – Is the worker using proper postures, lifting techniques, and positioning, and is the workstation properly designed for the job?
  • Improper LO/TO – Is the worker working on a hazardous energy source following proper LO/TO procedures?
  • Other/Comments – Is the worker generally behaving in a safe manner (not hurried, or engaged in horseplay)?

Knowledge Check Choose the best answer for the question.

5-6. What process is used to overcome the weakness inherent in safety inspections?