Safety Observation Card
A safety observation card for supervisors and crews: safe and unsafe acts and conditions, the conversation held, and the agreed correction. Quick on mobile, trends in one place. Free to start.
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.
What happens when it's submitted
- Escalate stop-work observationsFlags for review · Notifies the office
- Track open observationsFlags for review · Notifies the office
Safety Observation Card, on a phone and as a PDF
Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.
What's on the form
All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.
Observation
- Observe the work, not the workerinstructions
- Site / customercustomer lookup
- DateRequireddate
- Timetime
- Observed byRequiredemployee lookup
- Location stampGPS stamp
- Work areaRequiredtext
- Activity observedRequiredtext
- People observednumber
- Observation typeRequireddropdown
Detail & follow-up
- Categories observedRequiredcheckbox
- What you observedRequiredtextarea
- Photophoto
- Spoke with the person or crewRequiredtoggle
- What they saidtextarea
- Agreed actionRequiredtextarea
- Corrected at the timeRequireddropdown
- Follow-up assigned toConditionaltext
- Follow-up dueConditionaldate
- Work stoppedRequiredtoggle
- Observer signaturesignature
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.