Manage safety visits

About safety visits

Safety visits are inspections or control actions in centres and workplaces to detect hazards, non-conformities and opportunities for improvement.

They are managed in Risks > Safety visits.

How to create a safety visit

1. Go to Risks > Safety visits and click New.
2. Fill in the general information:
   • Title: identifier of the visit.
   • Visit date: scheduled day of the visit.
   • Next visit date: optional, if a new visit under the same title is planned.
   • Generation frequency and Interval: to generate records automatically.
   • Status: Cancelled, Closed, Not started, Planned, Completed.
   • Responsible: person in charge of management.
   • Observations: informative notes.
3. Indicate the scope for which the visit is created.
4. (Optional) Attach documents in the Attachments tab (for example, check sheets or images).
5. (Optional) Associate a risk factor identified during the visit by clicking New or Link.
6. (Optional) Associate a non-conformity or an opportunity for improvement detected during the visit.

Note

Risk factors, non-conformities or opportunities created from a safety visit will have the same visit as their origin. Measures and tasks created from them will also inherit this origin.

How to plan a periodic visit

1. Go to Risks > Safety visits and open the record.
2. Indicate the Generation frequency and the Interval of that frequency.

Tip

When indicating the frequency and interval, the Next visit date is calculated automatically.

Caution

It is necessary to create the next safety visit manually, either by creating a new record or duplicating the existing one.

Generate the visit report

The report is shown only on screen and is not saved in the attachments tab or in reports; it is displayed each time it is consulted.

1. Go to Risks > Safety visits.
2. Select the record and click Show in report.

Note

You can also access it from the detail screen by selecting Edit and clicking Show in report.