Observation

The Observation tab (Active Performance Management also know as 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. 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:

1. Log in to ProTrackWarehouse.

2. Select Observation under the Operations menu. The Observation screen appears.
   
   
   ^{Fig.1 Observation}
   
   

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}
   
   

   Tip

   • 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}