Assigning to a position from a component

Perform this task to assign a component to one or more positions.

  1. Sign in as Health & Safety Management.
  2. Select Occupational Health > Monitor Health Components > Complete Components.
  3. Open the row for a component in the Health Components panel.
  4. Click the Positions tab.
  5. Select the check box for the position to perform the component or series.
    If the position is not listed, then click Helper List and attach it to the component.
  6. Click the Assign Health Component By Position action.
    You might be required to select More Actions (ellipsis) to view the action.
  7. Specify this information:
    Reason
    Select a reason.
    Due
    Optionally, change the method to override the date-calculation method that was configured for the component. This field applies to a component only, and not to a series.
    Expiration
    Optionally, change the method to override the date-calculation method that was configured for the component. This field applies to a component only, and not to a series.
    Renewal
    Optionally, change the method to override the date-calculation method that was configured for the component. This field applies to a component only, and not to a series.
    Health Email Template
    Select the email template that is set up for appointments. If there is not a suitable template, then you can create one.

    See Defining email templates.

    Occupational Health Appointment
    Select the appointment template to use in the email invitation. If there is not a suitable appointment template, then you can create one.

    See Adding a pre-defined appointment.

    Comments
    You can add comments that are related to this component or series. Comments are not displayed on email invitations.
  8. Click Submit.
    Emails are sent to employees who have been assigned the component.