Health and safety action schedule form

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Health and Safety Action Schedule Form

    The Health and Safety action schedule form allows safety teams to create and assign actions based on specific conditions. To set up an action schedule, refer to the guidelines for creating a Health and Safety action schedule.

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    Key Features

    • Short Description: A brief overview of the action schedule.
    • Active: Indicates whether the action schedule is available for use; it must be active for actions to be assigned.
    • Location: Specifies the location to which the action applies, ensuring targeted assignments.
    • Type: Classifies actions into categories such as Corrective, Preventive, Task, or Learning, with specific definitions for each.
    • Learning Material: Provides resources for training when the Learning type is selected, including knowledge articles or training videos.
    • Days to Complete Action: Sets a due date for action completion after assignment.
    • Assign to: Specifies users with the Health and Safety profile who will receive the actions, using a conditions builder for criteria.
    • This is Recurring Action: Marks actions as recurring, with fields for duration and frequency options including daily, weekly, or monthly.

    Key Outcomes

    By leveraging the Health and Safety action schedule form, teams can efficiently manage safety actions, ensuring timely completion and adherence to safety protocols. This structured approach helps prevent non-conformities and enhances overall workplace safety.

    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.