Mass-renewing a health record

Perform this task to renew health records that are within the time range for renewal.

  1. Sign in as Health & Safety Management.
  2. Select Occupational Health > Maintain Health Records > Renewals.
  3. Specify this information:
    Eligibility Group
    Select an eligibility group whose health record is to be renewed.
    Location
    Select a location to select employees.
    Reason
    Select a reason code.
    Component
    Select a component to renew. If this field is blank, then all eligible components are included.
    Due date
    If this field is blank, then the date-calculation method that is defined on the component is used.
    Expiration date
    If this field is blank, then the date-calculation method that is defined on the component is used.
    Renewal date
    If this field is blank, then the date-calculation method that is defined on the component is used.
    Comments
    Add comments to track with the renewals.
  4. Click Submit to cause the renewals to be initiated.
    Or, click Schedule to schedule the program to run later. Scheduling relies on Infor Landmark platform functionality for scheduling background actions. See Infor Landmark documentation for details.