Managing safety actions in the Action planner
The Action planner sidebar panel in the Health and Safety Workspace enables safety teams to manage actions directly from a Health and Safety record, without navigating away from the page.
What you can do with the Action planner
- View all actions associated with the current record.
- Create and edit actions inline.
- Search, filter, and sort actions by type, state, or priority.
- When the Now Assist for Health and Safety application (sn_hs_gen_ai) is installed, generate AI-suggested actions based on the record's description and similar historical records.
Accessing the Action planner
The Action planner is available on any Health and Safety record that has an Actions tab and is visible to users with the Safety action writer (sn_ohs_im.action_writer) role. To open the Action planner for a Health and Safety record,
- In the Health and Safety Workspace, open a safety record such as safety incident or risk assessment.
- Select the Action Planner icon (
) from the contextual sidebar panel.
Suggested actions availability
The Suggest new actions button and the Suggested actions section appear only when the Now Assist for Health and Safety application (sn_hs_gen_ai) is installed on your instance. For more information, see Generate and manage AI‑suggested safety actions in Action planner.