Viewing assignment metrics per facility
You must have the role of Health & Safety Facility Management to access this information.
- Sign in as Health & Safety Facility Management.
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Select Occupational Health > Monitor Health Components > Health Components.
- Select the By Facility tab to view the list of facilities that you manage.
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Select a facility.
Information about assignments in the selected facility is displayed on the appropriate tabs.
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View the information in these columns:
- Name
- The name of the employee to whom the health component was assigned. If the due date is approaching or past, then there is also an icon in this column.
- Employment ID
- The organization-assigned ID of the employee to whom the health component was assigned.
- Position
- The position at this facility of the employee to whom the health component was assigned.
- Component
- The health component that was assigned to this employee at this facility. Additional components, if any, are listed in separate rows.
- Due Date
- The date by which the employee is expected to complete this health component. If the assignment is not in a Completed status, then you can select the row, and then select More Actions > Change Dates. Optionally, click the column header to sort by due date.
- Last Completed
- If the employee previously completed this component as part of an assigned series, then the date of last completion is displayed.
- Component Status
- This is displayed only on the All tab. It indicates the state of the assignment.
- Clinician ID
- This is displayed only on the Completed and All tabs, if this information was provided during completion of the component.
- Clinician Name
- This is displayed only on the Completed and All tabs, if this information was provided during completion of the component.
- Healthcare Treatment Facility
- This is displayed only on the Completed and All tabs, if this information was provided during completion of the component.
- Healthcare Treatment Description
- This is displayed only on the Completed and All tabs, if this information was provided during completion of the component.
- Contraindicated
- This is displayed only on the Refused tab. If the reason for refusal is associated with a contraindication, such as an allergy, then there is a Yes value in this column.
- Contraindicated Expiration
- This is displayed only on the Refused tab. If the reason for refusal is associated with a temporary contraindication, such as a pregnancy, then the end date of the contraindication is displayed.
- Refusal Accepted
- This is displayed only on the Refused tab. A Yes value in this column indicates that an administrator acknowledged and approved the refusal.
- Optionally, select the check box for a row, and then select an action to perform on that assignment.
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Optionally, open a row to edit it.
You cannot edit completed assignments.
- Optionally, assign a component by selecting More Actions > Assign Component in the left menu.