Health and safety action schedule form

  • Release version: Yokohama
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Health and Safety Action Schedule Form

    The Health and Safety action schedule form enables safety teams to create and assign health and safety actions based on predefined conditions. It is essential for managing corrective, preventive, task-based, and learning actions within a specified location and timeframe. The form supports both one-time and recurring actions, helping organizations maintain compliance and address safety concerns proactively.

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    Key Features

    • Action Schedule Details: Define a brief description, location applicability, and activation status to control availability.
    • Action Types: Includes Corrective (to eliminate causes of issues), Preventive (to avoid issues), Task (generic assignments), and Learning (training-related actions available only if the Learning Core application is installed).
    • Learning Material Integration: When selecting Learning type, link to training content such as knowledge articles or videos managed via Learning Core.
    • Due Date Setting: Specify the number of days within which an assigned action must be completed post-creation.
    • Assignment Criteria: Use a conditions builder to assign actions to users holding the Health and Safety profile based on defined criteria.
    • Recurring Actions: Optionally mark actions as recurring, revealing duration settings such as frequency (daily, weekly, monthly), specific weekdays for weekly actions, selected months for monthly actions, and day of the month for execution.

    Practical Application

    By using this form, ServiceNow customers can systematically manage health and safety obligations by automating action creation and assignment. The ability to specify recurrence and assignment conditions ensures tasks are timely and targeted to relevant personnel. Integration with Learning Core enhances training compliance tracking when applicable.

    Related Components

    • Health and Safety Core
    • Health and Safety action form
    • Health and Safety profile form
    • Health and Safety document version form
    • Health and Safety report field mapping form
    • Health and Safety meeting and attendee forms

    Safety team can use the action schedule form for actions to be created and assigned based on defined conditions.

    For information on setting up a health and safety action schedule, see Create a Health and Safety action schedule.

    Table 1. Health and Safety action schedule
    Field Description
    Short description Brief description about this action schedule.
    Active Option for marking the action schedule available for use.

    An action schedule must be active for actions to be created and assigned to people.
    Location Location that this action item applies to. The action is assigned to the people at this location.
    Type Type of the action.
    • Corrective: An action to eliminate the causes of non-conformities or undesirable situations to stop them from happening again.
    • Preventive: An action to help prevent the occurrence of non-conformities.
    • Task: A generic task assigned as an action.
    • Learning: An action that includes a learning for the user, for example, completing a training.
      Note:
      The Learning option in this field appears only when the Learning Core (sn_lc) application is installed on your instance. For more information, see Additional features in Health and Safety.
    Learning material Learning material for the training, for example, knowledge article or URL for a training video.

    This field appears only when Learning is selected from Type.

    Note:
    This field lists the learning content created in Learning Core. For more information, see Managing course and catalog content.
    Days to complete action after creation Number of days by when this action should be complete after it's generated and assigned to a user.

    This field sets the due date of the created action.
    Assign to Users with the Health and Safety profile the generated actions are assigned to.

    Use the Set conditions builder in this field to define the criteria for assigning this action to specific individuals. For more information, see Create a Health and Safety action schedule.
    This is recurring action Option for marking this action as recurring.

    When this option is selected, the Duration details section and fields appear.

    The following duration details section appears only when the action schedule is set as recurring.

    Table 2. Duration details
    Frequency Frequency at which the system generates an action record such as daily, weekly, or monthly.
    Weekly Weekday when the recurring action records should be generated.

    You can select which particular day of the week to generate action records for—The action doesn't have to be created every day in the week.

    This field appears only when Frequency is set as Weekly.
    Months to generate Months when the recurring action records should be generated.

    You can select which particular months to generate action records for—The action doesn't have to be created every month.

    This field appears only when Frequency is set as Monthly.
    Day Day of the selected month when the schedule should run to generate the recurring action records.

    If the selected month has fewer days, the schedule will run on the last day of the month.

    This field appears only when Frequency is set as Monthly.