Observation

The Observation module (also known as Active Performance Management or APM) 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 the employee is 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. Alerting can be incorporated to auto-generate which employees are low in performance or high in quality errors based on a configurable scheduled plan. Alternatively, observations can be manually created using the Observation Assignments screen.

To access the Observation screen:

Log in to ProTrackWarehouse.
Select Observation under the Operations menu. The Observation screen appears.

^{Fig.1 Observation}

Info

Facility will automatically default to the facility the user is assigned to. The facility can be changed from the drop down menu.
By default, all observations assigned to the user's facility will be listed on this screen.
Search criteria Obs From and Obs To will look at the observation start time of forms that are In Progress or Completed status

On this page:

Accessing observations
Manually creating an observation
Observations from discipline plan
Scheduled observations

Related topics:

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 Observation}
Tip
- The Observation Form field will automatically populate based on which form has been assigned to the selected activity.
Click and a record will populate on the Observation Assignments screen displaying the manually created observation.

^{Fig.4 Observation Assignments}

Page tree

Observation

To Manually Create An Observation