Occupational Health standard reports and lists

Occupational health information for reporting is located throughout the navigation menus. In addition, you can create a report from any list.

This table contains the standard reports and lists for occupational health. To find these items, navigate to the report using the menu or search for the report using the report name. If another name is specified in the Role and navigation column, then search for the menu name.

Report name Description Role and navigation
Appointment Page View all appointments that were made for components. Health & Safety Management: Occupational Health > Monitor Health Components > All Appointments
Appointments List View employees who have been scheduled to complete the selected group appointment for one or more health components. Health & Safety Management: Occupational Health > Monitor Health Components > Group Appointments
Complete Component View a list of employees who have been assigned to the selected health component. Health & Safety Management: Occupational Health > Monitor Health Components > Complete Components
Completed Components View completion metrics and an assigned-employee list for the selected health component. You can retrieve this information:
  • The percentage complete of all health components that have been assigned
  • Identification of the employees who have overdue components
  • Identification of the due date and completion status for each component
 Health & Safety Management: Reports > Occupational Health Reports > Completed Chart
Component Status View a count of health components by status of the component for employees. You can retrieve this information:
  • Count of health components by the component status
  • Location-sorting of employees who were assigned health components
  • Drill-down or detail information by position and health component
 Health & Safety Management: Reports > Occupational Health Reports > Status By Location Cube
Components Completed on Time View a count of health components that were completed on time for employees. You can retrieve this information:
  • Count of health components that were completed on time for employees
  • Location-sorting of employees who were assigned health components
 Health & Safety Management: Reports > Occupational Health Reports > Completed On Time Cube
Correspondence Search for health-related correspondence and contacts. This includes appointments, email notifications, etc. Health & Safety Management: Occupational Health > History > Correspondence
Employee Clearance View which employees are cleared and not cleared for a completed health component. For example, a flu shot or COVID-19 test has been completed so the employee is cleared. Health & Safety Management: Occupational Health > Employee Clearances

Manager: Health And Safety > Employee Clearances
Employee Health Components View a list of employees who have been assigned to health components. Health & Safety Management: Occupational Health > Monitor Health Components > Employees
Employee Health Records View a list of health components that were assigned to the selected employee on the Employee tab. You can access information about a specific health component.

View a list of employees who were assigned to complete the selected health component on the Health Component tab.

 Health & Safety Management: Occupational Health > Maintain Health Records > Health Records
Expiration Maintenance View expired assignments where the due date has passed or expiring assignments where the due date is approaching soon. Health & Safety Management: Occupational Health > Maintain Health Records > Expiration Maintenance
Health Component Status View the list of employees who are assigned to the selected component. Click Staff Summary to view the number of employees whose assignment is in each status for the selected component. Manager: Health And Safety > Health Component Status
Health Components View and update current health-component assignments. Statuses include In Process, Pending Approval, Refused, Waived, and Completed. You can also view assignments by All, Employee, and Summary. Health & Safety Management: Occupational Health > Monitor Health Components > Health Components
Health Components (Overdue) View a list of assignments whose due date is in the past or whose due date is approaching in the near future as defined by your organization. Health & Safety Management: Occupational Health > Monitor Health Components > Overdue Components
Health History Search for health component assignments for employees. Health & Safety Management: Occupational Health > History > Health History
Health Profiles Search for the health profile of an employee. Health & Safety Management: Occupational Health > History > Health Profiles

Employee: Health And Safety > My Health Records
Occupational Health Update View the list of employees whose health-record locations changed after the last time that the utility to update locations was run. Health & Safety Management: Occupational Health > Manage Health Location Data
Renewals Renew health records that are within the time range for renewal. Select an eligibility group and then select a health component to renew. Health & Safety Management: Occupational Health > Maintain Health Records > Renewals
Staff Health View the health-assignment information about your reports such as health records, completed health components, and appointments. Manager: Health And Safety > Staff Health