Template Information
Objectives: ensure people understand and follow procedures or work instructions
Category: mining
Template Questions
- New Planned Task ObservationField Leadership Record
- Date of PTO Date
- Time of PTO
- Site where observation took place
- Area Visited
- Site Specific Details
- Prepare for the PTO
- Identify the Procedure you will observe:
- Does the Procedure align with a high risk activity?
- Review Procedure
- Do you understand the task requirements?
- Prepare observation materials
- Have you highlighted sections of the Procedure to focus on?
- Inform personnel to be observed. Who is to be observed (name, position, crew)?
- Have you explained that you will be doing a PTO?
- Conduct PTO : Observe Work Practices
- Check personnel's understanding of the Procedure (Enter comments)
- Do they understand the Procedure for the task?
- Check work practices and behaviours against the procedure (Enter comments)
- Have you observed work practices against the procedure?
- Review observed practice against Procedure
- Identify gaps (Enter comments)
- Have you identified any gaps between the procedure and the practice observed?
- Identify opportunities (Enter comments)
- Are there opportunities to improve the risk controls that are in place?
- Action findings and provide feedback
- Provide feedback * Thank personnel for their participation * Reinforce the positive aspects of the task
- Action findings * Identify and explain aspects of the task they are not doing correctly and coach them in the correct way * Explain actions to participant and enter in SAP
- Team members
- Person being observed
- Coach
- Person being observed 1 up Manager
- How long did the PTO take?
- Signature of person being observed (optional)
- Signature of coach
- Signature of person being observed 1 up manager