Updating an assignment to an employee

  1. Sign in as Health & Safety Management.
  2. Select Occupational Health > Monitor Health Components > Employees.
  3. Select the check box for a record.
    Optionally, click Search to display search fields.
  4. Optionally, click an action to perform on the record.
    At lower resolutions, you might be required to click More Actions (ellipsis) to view all actions:
    • Set Appointment — select this action to create an appointment for the selected employee.

      See Appointments.

    • Attach To Incident — select this action to mark the component as a follow-up task in response to a safety incident.

      See Attaching a component to an incident.

    • Change Clearance — select this action to cause the Component Status field value to change to Cleared or Not Cleared. The field and the action are displayed only if this component was configured for inclusion on the clearance list.
    • Change Dates — select this action to change the due date, completion date, expiration date, or renewal date for the component. For example, you can change the due date to give the employee more time to comply.
    • Complete — select this action to put the assignment into a status of Complete. A default status of Cleared is applied to the completed component if it was configured for inclusion on the clearance list.

      See Assignment completion.

    • Refuse —- select this action if an employee has indicated refusal but lacks access to the system to record the refusal. A facility manager or administrator can refuse on behalf of the employee in this situation.
    • Reminder —- select this to send a reminder to the employee. The cumulative list of reminders is displayed on the Contact History tab of the component detail.
    • Waive —- select this action if the component is no longer applicable.