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

  1. Log into ProTrack Warehouse using your account.

  2. Select Observation under the Operations drop down menu. 

    1. 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.

On this page:

 

Related topics:

 

 

  • 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
  1. Click on  and a popup window will appear.


    Fig.2 Observation - Manually Create Observation

  2. 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

    • The Observation Form field will automatically populate based on which form has been assigned to the selected activity.

  3. Click  and a record will populate on the Observation Assignments screen displaying the manually created observation.


    Fig.4 Observation Assignments