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Safety Observations Mobile Guide

This guide walks you through how to use Safety Observations in the BusyBusy mobile app.

Built for Safer, Smarter Worksites

Use this guide to help standardize safety processes, improve communication, and keep your crews informed and protected by creating, managing, and reviewing Safety Observations on the BusyBusy mobile app.

Set Safety Observation Permissions (Mobile)

Only users with company settings access can do this.

Steps:

  1. Open the left side menu → Tap Settings.

  2. Tap Company → Positions.

  3. Select a position.

  4. Scroll to Manage Safety.

  5. Enable:

    • Report Observations

    • Manage Observations

6. Tap Save.

Submit a Safety Observation (Mobile)

Observations can only be submitted via mobile.

Steps:

  1. From the Dashboard (clock-in screen):

    • Tap Safety

    • (If not visible, tap to find it)

  2. Tap Report Observation

Fill in the details:

  • Observation Type

    • Concern or Positive

  • Anonymous Toggle (optional)

  • Project

    • Auto-filled or select manually

  • Date/Time

    • Auto-filled (editable)

  • Description

    • Type or use voice-to-text

Optional Additions:

  • Photos (camera or gallery)

  • Tap + Show Advanced:

    • Add GPS location

    • Add specific location details (e.g., “3rd floor”)

    • Add notes about immediate actions taken

Submit:

  • Tap Save.

Access Observations (Managers Only) Mobile

Steps:

  1. Open left side menu → Tap Safety

  2. Tap the Observation icon (bottom of screen)

Tabs:

  • Reported → Open observations

  • Processed → Completed observations

Process a Safety Observation (Mobile)

Steps:

  1. Tap an observation under the Reported tab.

  2. Review details (photos, GPS, description).

  3. Tap Process Observation.

  4. (Optional but recommended):

    • Assign Severity.

    • Select Category.

    • Add Follow-up Notes​​.

  5. Tap Save.

Edit a Processed Observation (Mobile)

Steps:

  1. Go to the Processed tab.

  2. Select an observation.

  3. Tap the Pencil icon.

  4. Make updates.

  5. Tap Save.

Manage Observation Categories (Mobile)

Steps:

  1. Go to Safety → Observations.

  2. Tap the three dots (⋯) in the top-right corner.

  3. Select Manage Categories.

From here you can:

  • Create

    • Tap +

    • Enter name → Save

  • Edit

    • Tap category → update → Save

  • Delete

    • Tap category → Delete

Key Notes & Best Practices

  • Observations can be:

    • Concerns (hazards)

    • Positive behaviors

  • Submitting anonymous observations removes user tracking

  • Anonymous submissions do not count toward observation totals

  • Adding photos and GPS improves documentation quality

  • Always include follow-up notes when processing

  • Use categories and severity to:

    • Identify trends​

    • Improve safety programs

    • Support compliance and reporting



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