What’s Inside
This guide will walk you through everything you need to successfully set up and use the Safety Observation tools in BusyBusy (web).
Built for Safer, Smarter Worksites
Use this guide to help standardize safety processes, improve communication, and keep your crews informed and protected.
Set Safety Observation Permissions
By default, only admins can access and manage observations.
Steps:
Navigate to Settings → Positions
Select the position you want to update
Scroll to the Safety section and click Observations
Enable the appropriate permissions:
Report Observations
→ Allows users to submit safety concerns and positive observations (mobile only)Manage Observations
→ Allows users to view and process observations submitted by others
Click Submit to save changes
Repeat for all necessary positions.
Access Safety Observations (web)
Only users with Manage Observations permission can access this area.
Steps:
From the left-hand menu, click Safety
Select Observations
Understand the Observations Dashboard
Tabs:
Open → Unprocessed observations
Processed → Completed observations
Available Features:
Column Customization
Click the column icon to show/hide fields
Drag columns to reorder
Filtering Options
Timeframe (daily, weekly, monthly, custom)
Observation type (positive or concern)
Project
Reporter
(Processed tab only):
Category
Severity
Processed by
Process a Safety Observation (Web)
Steps:
Click an observation under the Open tab
Review all details:
Description
Photos
GPS location (if included)
Click Process Observation (top right)
(Optional but recommended):
Assign Severity
Select a Category
Add Follow-up Notes
Click Submit
The observation will move to the Processed tab.
Edit a Processed Observation
Steps:
Go to the Processed tab
Select the observation
Click Edit under the Analysis section
Update:
Severity
Category
Follow-up Notes
Click Save
Manage Observation Categories (Web)
Categories help organize and analyze trends.
Steps:
Go to Safety → Observations
Click the three dots (⋮) in the top-right corner
Select Manage Categories
From here you can:
Create a category
Click Create
Enter name → Submit
Edit a category
Select category → make changes → Save
Delete a category
Remove if no longer needed
Print a Safety Observation (Web)
Steps:
Go to Safety → Observations
Select an observation
Click Print (top right)
Choose:
Printer (physical copy)
Save as PDF (digital copy)
Printed Report Includes:
Project details
Date and time
Employees involved
Description
Corrective actions
Photos
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Best Practices:
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