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The Observation module (also known as Active Performance Management or (APM) provides module, also known as Observation, provides a centralized location where management can look to determine which employees need guidance and counseling due to low performance, quality errors, or discipline. This module can also be used to do annual, monthly, weekly observations to ensure that employees are compliant with the SOP.
Multiple activities can be tied directly to an observation form which consists of five categories: Process, Safety, Quality, Delay, and Associate observations. Observation assignments can be created in the following ways:
- Manually, using the UI (user interface)
- Running a discipline plan
- Scheduled plan
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Accessing Observations
- Log into ProTrack Warehouse using your account.
Select Observation under the Operations menu. The Observation screen appears.
Fig.1 ObservationOperations drop down menu.If you do not see this option:
Verify that the module is enabled in the license.
Speak to system administrator to gain access to the module.
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On this page:
- Accessing observations
- Manually creating an observation
- Observations from discipline plan
- Scheduled observations
Related topics:
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To Manually Create An Observation
- Click on
and a popup window will appear.
Fig.2 Observation - Manually Create Observation Either type or select from the drop down list for each field: Observed Employee, Observer, Activities, and Reason of Observation.
Fig.3 Observation - Manually Create ObservationTip title Tip - The Observation Form field will automatically populate based on which form has been assigned to the selected activity.
Click
Fig.4 Observation Assignments
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Overview
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