--- id: v8-decide-where-to-act slug: decide-where-to-act sequence: 9 title: "Decide where to act: triage and evidence" url: https://etiscope.com/support/guide/decide-where-to-act/ video_state: draft video_duration_seconds: 114.496 video_url: https://media-etiscope.jointaction.cloud/lessons/decide-where-to-act/b587359bf4850e22f79b57b7c202f3dd27346ee39cd0c33f9900657645cc32c7/video.mp4 captions_url: https://media-etiscope.jointaction.cloud/lessons/decide-where-to-act/b587359bf4850e22f79b57b7c202f3dd27346ee39cd0c33f9900657645cc32c7/captions.vtt --- # 9. Decide where to act: triage and evidence A running program produces more assessments than anyone can act on at once. Choosing between them is your call, and this lesson helps you make it with confidence. **Before this lesson:** 8. Review assessments in the dashboard (https://etiscope.com/support/guide/review-assessments-in-dashboard/) ## What you'll be able to do The learner can build a shortlist from the list, and for one candidate, name the movement and context driving its score, based on the video. - [state-judgement] State that choosing where to act is the reviewer's judgement — weighed against people, frequency and severity, not the score alone. - [build-the-shortlist] Build a shortlist using Home's High Risk Assessments card and a filtered, sorted assessments list. - [trace-the-evidence] Trace a shortlisted score to the movement behind it on the candidate's Data tab. - [state-the-evidence] State the evidence sentence — movement, place and load — that carries into the risk-control conversation. ## Video - MP4: https://media-etiscope.jointaction.cloud/lessons/decide-where-to-act/b587359bf4850e22f79b57b7c202f3dd27346ee39cd0c33f9900657645cc32c7/video.mp4 - Captions (WebVTT): https://media-etiscope.jointaction.cloud/lessons/decide-where-to-act/b587359bf4850e22f79b57b7c202f3dd27346ee39cd0c33f9900657645cc32c7/captions.vtt - YouTube (secondary): https://www.youtube.com/watch?v=UX50KIdqLjY **Chapters:** 0:00 You can't act on everything · 0:32 Build the shortlist · 1:11 Trace one candidate · 1:30 Say what the evidence shows ## The lesson ### You can't act on everything Once assessments are coming in at volume, the challenge shifts from measurement to attention. There are more scored tasks than there are people, budget and shutdown windows to address them. **Etiscope leaves the decision about which ones matter most to you**, because it depends on things only you and your team know. The score is the starting point. Weigh it with what you know about the work: - How many people do this task - How often it is done - How serious the likely injury is A moderate score on a task half the site performs every hour can matter more than a high score on a rare one. There's no formula that turns those four things into a ranking — how you weigh them depends on your site and your workforce. > **On screen** — Grades, low to high: Low risk · Possible risk · Substantial risk · High risk · Very high risk ### Build the shortlist Start on **Home**. The **High Risk Assessments** card orders by score, so it's the fastest way to see the top of the range. From there, go to the assessments list and use **Add Filter** to narrow to where you actually have responsibility — your site, this quarter. For a task at a site you don't run, the next step is a conversation with whoever does. Open the records near the top and skim their context: which task, which work area, what the assessor noted in the description. You're not analysing yet; you're working out which handful deserve a closer look. Note the few you'll take further — record IDs or titles, in whatever your team uses for its working notes. A shortlist you follow through is worth more than a long list you revisit. > **Do this** — Sort: Risk, highest first. It covers every date and clears a date filter. ### Trace one candidate **Before you take a shortlisted score into a conversation about controls, look at the movement behind it.** Open the candidate's **Data** tab and use the find-the-moment skill from [Review assessments in the dashboard](/support/guide/review-assessments-in-dashboard/): scrub to the peaks, watch what the worker is doing either side of each one, and check the duration and load the assessor recorded. This tells you two things the score alone can't. You learn whether the peak is a genuine feature of the task or a one-off in that capture, and you learn what specifically to change, which is a different question from how bad it is. A high score driven by repeated bending at the bottom pallet layer has an obvious lever. The same score with no traced cause gives the meeting nothing to work with. > **Watch out** — A locked (final) assessment is read-only ### Say what the evidence shows Then say what you actually saw, in task terms: which movement, where in the task, under what load. "Repeated forward bending at the bottom pallet layer, medium perceived load, most of the shift." That sentence — the score plus the movement behind it — is what you carry into [Create and track risk controls](/support/guide/create-and-track-risk-controls/), where it becomes a risk control. It's also what makes the control clear to everyone in the room: raise the bottom layer. With that sentence, your score becomes a proposal rather than a question for someone else to answer. ## Mistakes that matter - Acting on the score alone. It's one of four things worth weighing, and it's the only one the product can see. - Quoting a score nobody has traced to the video. It's hard to defend, and hard to turn into a specific change. - Spreading effort across everything instead of choosing a few. Half-addressed tasks rarely produce a measurable before-and-after; properly addressed ones do. ## Not covered here - The scrub-and-trace mechanics themselves, taught earlier and reused here — see lesson 8, Review assessments in the dashboard (https://etiscope.com/support/guide/review-assessments-in-dashboard/) - Creating the control once you have decided where to act — see lesson 10, Create and track risk controls (https://etiscope.com/support/guide/create-and-track-risk-controls/) **Next lesson:** 10. Create and track risk controls — https://etiscope.com/support/guide/create-and-track-risk-controls/