Adding a health component

Sign in as Health & Safety Management.

Select Set Up > Occupational Health > Health Components.

Click Create.

Specify this information:

Component: Specify a name for the component.
Description: Specify a description. This value can be the same as the component name. This text is displayed in the page header whenever the component record is displayed.
Active: Clear the check box to hide the component from users. No assignments can be made for an inactive component.

On the Detail tab, specify this information:

Health Type

Select a health-component type. If a suitable health-component type is not available, then you can add one by selecting Field Actions > Define.

See Adding a health-component type.

Result Type

Select the type of results that are expected when this component is completed. For example, a component of type Injection would have a result type of Completion.

Due Date Calculation

Select the method that is used to calculate the due date. If a suitable option is not available, then you can add one by selecting Field Actions > Define.

See Adding a date-calculation method.

Expiration Date Calculation

Optionally, select the method that is used to calculate the expiration date.

Renewal Date Calculation

Optionally, select the method that is used to calculate the renewal date. If this field is blank, then this component cannot be renewed.

Documentation Required For Completion

Select this check box to require that users attach documentation when marking the component complete.

Clinician Required For Completion

Select this check box to require that users specify a clinician when marking the component complete.

Include in Employee Health Clearance

Select this check box to include this component on the Employee Clearance list. Employees to whom this component are assigned automatically receive a status of Not Cleared until they complete this component or are manually cleared. A Component Status field is displayed on the component.

For example, a hospital employee can be assigned a flu shot, causing a Not Cleared status for that employee. When the employee receives the shot, their component is automatically set to Clearedand the clearance list shows eligibility to return to work. If the employee does not complete the shot, then the employee has a status that remains Not Cleared. See Employee clearance.

Click Save.

Some of the other tabs become available only after you save the record.

On the Lot Numbers tab, add a lot number.

See Adding a lot number.

On the Notes pane, click the + button to display the Create Note page and optionally attach a file that is related to this component.

For example, use the note to explain eligibility for a COVID-19 vaccine and attach a waiver that is required before administering a vaccination.

Notes can be edited by the person who created them.

On the Positions tab, select the check box for a position.

Optionally, select Assign Health Component By Position to assign the component to employees who are currently in this position.

You might be required to select to view the action.

See Assigning a component or series by position.

Optionally, attach the component to one or more positions.

See Attaching a component to a position.

On the Costs tab, specify this information:

Cost: Specify the cost of the component. For example, add the cost of a COVID-19 test, if the component is a COVID-19 vaccination. Costs can be viewed later.
See Viewing and updating complete component details.
Currency: Select a currency relating to the cost.
Expense Account: This field is available only if your organization is configured to use a chart of accounts. Specify an expense account. For example, company, accounting unit, and account. Specify an activity and account category, if they are applicable. These fields are used to interface expenses and activities to Infor Financials and Supply Management.
Accounting Unit: This field is available only if your organization is configured to use a chart of accounts. Select one accounting unit with which to associate this cost.
Chart Account: This field is available only if your organization is configured to use a chart of accounts. Select one account with which to associate this cost.
If a suitable account is not listed, then click the Launch icon beside this field to add a numeric-only account and sub-account. Click OK to add the account to the list and associate it with this cost.
Cost Center, Project: These fields are available only if your organization is not configured to use a chart of accounts. Specify a cost center and project. These fields are used to interface expenses and projects to a financial system other than Infor Financials and Supply Management.
Activity: Select an activity from the list of previously configured activities to indicate the origins of this cost. If a suitable activity is not listed, then create one within a selected activity by selecting Create > Create Within. Or create a stand-alone activity by clicking Create.
Activity Category: Specify a category for the current activity. Categories are configured by your organization and might include Revenue, Cost, Accrual, Pass Thru, and more.

Click Save.

Optionally, click the Assign By Eligibility Group action.

You might be required to select to view the action.

See Mass-assigning a component or series by eligibility group.