Sending a pre-defined appointment to one employee

  1. Sign in as Health & Safety Management.
  2. Select Occupational Health > Monitor Health Components > Employees.
    Or, select Occupational Health > Monitor Health Components > Health Components. Click the In Process tab.
  3. Select the check box for an assignment
  4. Click the Set Appointment action.
    You might be required to select More Actions (ellipsis) to view the action.
  5. Select the Pre-Defined Appointment check box.

    Specify this information:

    Health Email Template
    Select a template to use for this appointment. If a suitable template is not available, then you can create one.

    See Defining email templates.

    Occupational Health Appointment
    Select a pre-defined appointment. If a suitable appointment is not available, then you can create one.

    See Adding a pre-defined appointment.

    Comments

    Optionally, add comments to track with this appointment.

  6. Click Submit.
    Note: If you later must change this appointment, then you can only change to another pre-defined appointment.