Submitting Observation Investigations

Purpose

As an Investigator, you can evaluate a Safety Observation to confirm the issue, identify contributing factors, and determine required actions. This supports consistent review and ensures each observation receives appropriate follow‑up.

Prerequisites

• Installation Package: CQ Core and CQ EHS Extension

• Product: SafetyQuest

• Function: Observations

• User Profile: Standard User

• Permissions: CQ Base User PSG and CQ EHS Base User PSG and CQ Safety Observation Basic User PSG or CQ Safety Observation User PSG or CQ Safety Observation Manager PSG

• Record Stage: Under Investigation with completed Investigation Summary

Steps

1. Open the Email notification or a Home tab notification.

2. Click Submit Investigation in the Next Best Actions section.

3. Click Save.

Expected Outcome

• The Investigation results appear on the Investigation tab.

• The Submit Investigation button appears in the Next Best Actions section if the Investigation Summary is specified.

• Updates can be made at anytime to the Investigation prior to submission.

Additional Resources

ComplianceQuest

• Completing Approval for Observation Investigations