Updating in-process assignments

  1. Sign in as Health & Safety Management.
  2. Select Occupational Health > Monitor Health Components > Health Components.
    Or, select Home > Monitor Health Components.
  3. Click the In Process tab.
    The Health Components page is displayed. Any component that was assigned as part of a series has a value in the Series column.
  4. Select the check box for a record.
  5. Optionally, click an action to perform on the record.

    To view these actions, you might be required to click More Actions, which is indicated by an ellipsis:

    • 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 change the Component Status of the selected component. If the status is Cleared, then the employee can return to the workplace. The Component Status field is displayed only if the health component was flagged for inclusion in employee clearance.
    • 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.
    • Set Appointment — select this action to create an appointment for the selected employee.

      See Appointments.

    • Waive — select this action if the component is no longer applicable.
  6. Optionally, open a record to view assignment details.
    You can create and review notes and contacts.

    See Viewing or adding assignment details.