Submitting a Safety Report (SR)

Submitting a Safety Report (SR)

What is a Safety Report in Baldwin?

Safety Reports identify hazards within your operation and are a tool to support the SMS component Safety Risk Management. Safety Reports should be submitted for incidents, events and occurrences, to report a potential hazard, mistake, or error, and to share safety concerns.

How do I Submit a Safety Report?


On a Desktop 
  • Access the Safety Report via the left hand navigation menu. Your Safety Report is located on the forms page under the Safety Hub menu.
    • Save the Safety Report as a Favorite to quickly create a draft from your Dashboard.
  • Click on the “+” beside the Form name to Create a New Submission.
On a Mobile Device - 
  • Click on the black and white "+" button at the bottom of the screen.  Clicking this button will give you a pop up with a listing of the forms that can be submitted.

  • Contributors act as an additional submitter and are usually users who have additional information to add to the form. Contributors can be added when the form is in Draft mode, and anyone added as a Contributor can see the Draft. Once the form is submitted, a Submitter can no longer add any Contributors. Submitters are automatically added as Contributors to all forms as soon as the form is submitted. To add a contributor, click on the blue "+" button next to "Contributors"

 

  • Risk Score – This is your opportunity to set the initial Risk Score for your Safety Report by using the 5 by 5 Risk Matrix. You are judging the Severity of this hazard/issue/event and the Probability of it occurring or reoccurring.

  • For the next sections, you will need to click on the arrow on the right and open up the sections that relate to the issue/event/hazard you are reporting on. The more information you can provide the better it will be for your leadership to accurately track trends and to identify areas that may need improvement.

 

  • Any section labeled “For Management Use, For Investigator Use, etc.” is meant to be completed by a member of management or someone designated as an Investigator.
  • Once you have entered all information, click at the top right-hand corner.
  • Your Safety Officer will receive an email letting them know that a new Safety Report has been submitted. They will then determine whether or not an investigation is required and will begin an investigation, if necessary.
  • Once the investigation is completed, the Safety Officer has the ability to Post the submission which will make it available for the rest of your organization.

Additional Information

  • Red * denotes a Required Item. You cannot submit the form until you populate this field.
  • Window Shades: Clicking on the arrow at the far right of the Blue Headers opens and closes that section.
  • Date Fields: Must be populated using the Calendar. Typing in the field will not register data.
  • Asset/Aircraft Field: Pulls from your organization’s aircraft/vehicle database. Simply start typing the name or tail number of the asset and it will appear in a dropdown menu for you to select.
  • Form Linking: If your Safety Report has to do with a Risk Assessment or another form in the system, you can link that report to your SR. You can also create a new Draft form directly from your SR. You will see a question entitled “Is this form the result of another form? If so, type Form ID # below”. Either enter in the Form ID number or click New to create a new Draft.
  • Attachments: If you have an image or additional document you want to have attached to this form, you can upload that in the Attachments area. 
  • Organization Comments: Have “on the record” discussions by posting your comment in the section. Anyone associated with this form will get notified of a new comment for them to view and comment back.
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