Setting up health-history reports

Perform this task before attempting to generate health-history reports.

  1. Sign in as Health & Safety Management.
  2. Select Set Up > Organization Configuration.
  3. Open an organization.
  4. Click the Health History Report tab.
  5. Specify this information:
    Organization Health Logo

    Select a pre-configured logo to be displayed on the .pdf, then click Ok. If a logo is not available, then you can add one.

    Employee Data

    Select the check box for one or more employee characteristics to include on the .pdf. Options are Employee ID, Position, and Location.

    For Components

    Select Display Component to access the check boxes that control which data to display in the Component section of the .pdf.

    Select Display Component History to access the check boxes that control which data to display in the Component History section of the .pdf.

    Health Record And Health Component Data

    Select the check box for one or more health components to include on the .pdf.

    Audit Data

    Select the check box for one or more database columns to include on the .pdf.

  6. Click Save.