Activate a health and safety requirement

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read

    • Activate requirements to track when employees are ready to return to the workplace or to safely travel to another site. You can also activate requirements that visitors must complete before entering the workplace.

    Before you begin

    Role required: sn_imt_core.admin

    About this task

    Use health and safety requirements to define the requirements that employees must fulfill before they can return to the workplace, safely travel to another site , or that visitors must fulfill before entering the workplace. Employee Readiness Core includes pre-built requirements. For more information, see Included health and safety requirements.

    Requirements are not active by default. A requirement must be activated before you can track whether employees or visitors have fulfilled the requirement.

    Procedure

    1. Navigate to All > Employee Health and Safety Status > Health and Safety Requirements.
    2. Click the requirement that you want to activate.
      Note:
      Pre-built requirements provided by Employee Readiness Core are ready to activate without any modifications. However, you can choose to edit them to meet your company's needs. For example, you can edit the Use duration and Valid for fields to adjust the amount of time a requirement status is valid for. You can also select the Actionable check box to add a link for employees to complete the requirement on the Health and Safety Status page. If you're activating a custom requirement, make sure that you select a flow in the Requirement flow field. You must also select a table and conditions in the Include previous applicable records section. You can't activate the requirement unless these fields are populated.
    3. Click Activate.
      After the requirement is activated, health and safety user records are created for employees or visitors who have activity for the requirement. Health and safety user records are also created for employees or visitors who have activity for the requirement before it was activated.

    What to do next

    You can view all health and safety user records by navigating to Employee Health and Safety Status > Health and Safety Users. The Requirements status column shows the employee's or visitor's progress towards completing all active requirements. The value is Cleared if the employee or visitor has fulfilled all active requirements for their current location. The value is Not cleared if the employee or visitor is missing any requirements.

    You can also look up the requirements status for individual employees or visitors by navigating to Employee Health and Safety Status > View Employee and Visitor Status. The status page can be used during the employee or visitor health screening process for entering the workplace. For more information, see Conduct a health screen for entry and Screen a visitor for entry to the workplace .