Assigning a component or series to an individual

  1. Sign in as Health & Safety Management.
  2. Select Health Assignment > By Employee .
  3. Select the check box for the employee to perform the component or series.
    Optionally, click Search to open column-header fields. Use them to filter results.
  4. Click the Assign Health Components action.
    You might be required to select More Actions (ellipsis) to view the action.
  5. Specify this information:
    Reason
    Select a reason.
    Series
    Do not complete this field if you completed the Component field. If you are assigning a series of components to these employees, then select the series. If no suitable series is displayed, then you can create one.

    See Creating a health series.

    Component
    Do not complete this field if you completed the Series field. If you are assigning a single component to these resources, then select the component. If no suitable component is displayed, then you can create one.

    See Adding a health component.

    Due
    Optionally, change the due date to override the date-calculation method that was configured for the component. This field applies to a component only, and not to a series.
    Expiration
    Optionally, change the due date to override the date-calculation method that was configured for the component. This field applies to a component only, and not to a series.
    Renewal
    Optionally, change the due date to override the date-calculation method that was configured for the component. This field applies to a component only, and not to a series.
    Health Email Template
    Select the email template that is set up for appointments. If there is not a suitable template, then you can create one.

    See Defining email templates.

    Occupational Health Appointment
    Select the appointment template to use in the email invitation. If there is not a suitable appointment template, then you can create one.

    See Adding a pre-defined appointment.

    Comments
    You can add comments that are related to this component or series. Comments are not displayed on email invitations.
  6. Click Submit to cause the appointments to be made and the emails to be sent.