Viewing or updating health-record details

  1. Sign in as Health & Safety Management.
  2. Select Occupational Health > Maintain Health Records > Expiration Maintenance.
    Or, select Occupational Health > Maintain Health Records > Health Records.

    Or, select Home > Monitor Health Records.

  3. Click the appropriate tab.
  4. Access a list of health records and open a row.
    The Resource Health Record page or Component Health Record page is displayed.
    These tabs are available:
    • Resource Health Components - This tab lists components in the health record for the selected employee. Optionally, select a row, then select More Actions (ellipsis) > Change Clinician. Opening a row on this tab causes the Resource Health Component page to display.

      See Viewing or adding assignment details.

    • Notes - This tab lists notes that are related to this health record. A note can contain an attachment. For example, add notes about the status of an employee who has a COVID-19 test as a health component. View an attachment by clicking the link in the File column. Optionally, select the Create Note button to add more. You might be required to select More Actions (ellipsis) to view this action.

      Notes can be edited by the person who created them.

    • Resource Health Record History - This tab shows audit actions that have been performed on the component. Opening a row on this tab causes the Resource Health Record History page to display.
    • Resource Health Component History - This tab shows audit actions on the resource-component that occurred after the component was assigned to this resource. Opening a row on this tab causes the Health Component History page to display.
  5. Click the browser Back button to return to the previous page.