Observation

The Active Performance Management (APM) 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

Accessing Observations

Log into ProTrack Warehouse using your account.
Select Observation under the Operations drop down menu.
1. If you do not see this option:

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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

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

Accessing Observations

To Manually Create An Observation