Summary
In short
- An observation trend review is a review used in KnowSafe that pulls together observation results over a period to show what is really happening across the site. It is built against ISO 45001 cl.9.1 and forms part of the Safety Culture and Engagement programme.
- Run monthly or quarterly. Carried out by the safety lead with the committee.
- The template holds 35 fields across 5 sections, with findings by theme repeating for each entry.
- Scoring is trend direction, where high is good.
- ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
- It connects to the rest of the library: links Observations; feeds CAPA.
What it is
What it is
What is an observation trend review?
An observation trend review is a review used in KnowSafe that pulls together observation results over a period to show what is really happening across the site. It is built against ISO 45001 cl.9.1 and forms part of the Safety Culture and Engagement programme.
When is an observation trend review completed?
An observation trend review is completed at the review interval, and after any trigger event. Run monthly or quarterly.
When to use it
When to use it, and when not to
This review is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this review covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form OTR-2026-000
- You are running the Safety Culture and Engagement programme and this is one of its steps
- A linked record needs this one to exist: links observations; feeds capa
Not for
- Safety Observation, which a short record of how a task was actually done, noting both safe practice and risk.
- Behaviour Based Observation, which looks at a specific set of behaviours agreed with the workforce, such as line of fire, body position and tool use.
- Leadership Safety Walk, which a senior leader spends time in the workplace talking with workers about how the work really goes.
- Anything outside KnowSafe, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 45001Occupational health and safety management systems
The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the observation trend review template based on?+
It is built against ISO 45001 cl.9.1. ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the observation trend review contain?+
There are 5 sections: header, volume and coverage, findings by theme, cross reference, outcome. Together they hold 35 fields, 24 of which are required.
How often is an observation trend review raised?+
A new record is raised at the review interval, and after any trigger event. Each one is given an ID in the form OTR-2026-000, so it can be traced and referenced from other records.
Which programme does the observation trend review belong to?+
It is part of Safety Culture and Engagement. A measured culture position, with interventions matched to the maturity level you actually have.
How is an observation trend review scored?+
Scoring is trend direction. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the observation trend review template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the observation trend review library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowSafe — safety and compliance. Incidents, hazards, permits, inspections and the critical controls behind them.
Meet KnowSafe→Sources
Sources
- ISO 45001 — Occupational health and safety management systems
- ISO — International Organization for Standardization