Renewing a health record for an individual

  1. Sign in as Health & Safety Management.
  2. Select Occupational Health > Maintain Health Records > Health Records.
  3. Click the Employees tab or the Components tab.
  4. Locate the individual or component for which the time period for renewal is open.
  5. Right-click the row for the assignment to renew and select Renew Health Record.
    If this option is not available, then the assignment is not eligible for renewal.
  6. Specify this information:
    Reason
    Select a reason code.
    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.
  7. 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.