Health and Safety case form
Summarize
Summary of Health and Safety Case Form
The Health and Safety case form is utilized by safety case managers to address health and safety inquiries from employees. Upon submission of a question, a safety case is generated, with certain fields auto-populated based on the request. Safety agents then complete the form within the Health and Safety Workspace once the case is assigned.
Show less
Key Features
- System-generated Unique Number: Each case receives a unique identifier.
- Categories: Cases can be categorized into health and safety procedures, training, equipment, injury/incident-related leave, or general inquiries.
- Return to Work Case: Indicates if the case pertains to an employee's return post-injury, editable only by users with the specific role.
- Compensation Claim Case: Marks if the case is related to a compensation claim, with details editable by authorized users.
- Return to Work Details: Displays only when applicable, allowing for assessment of an employee's work capability following an injury.
Key Outcomes
By effectively utilizing the Health and Safety case form, safety managers can streamline the process of managing health and safety inquiries, ensure proper categorization of cases, and facilitate timely and accurate responses. This structured approach not only enhances operational efficiency but also supports employee well-being through careful monitoring and management of return-to-work situations.
Safety case manager can use the safety case form to resolve health and safety questions that they receive from employees.
When a health and safety question is submitted, it creates a safety case. Some of the fields on the case form are populated from the request from which it is created.
After the case is assigned, a safety agent fills out the fields on the case from Health and Safety Workspace.
| Field | Description |
|---|---|
| Number | System-generated unique number for the case. |
| Short description | Brief description of the request. |
| Requested for | Person for whom the information is requested. |
| Category | Type of the case or employee's question.
|
| Related incidents / observations | Safety incident or observation this case is related to. For more information, see Health and Safety Incident Management. |
| Return to work case | Option whether this case is related to an employee returning to work after an injury or illness. Only a user with the Return to work case writer
[sn_hs_cm.rtw_writer] role can edit this field. A Return to work case is usually opened related to an incident where an employee was injured and required time off to recover. The following items
appear when Yes is selected in this field:
|
| Compensation claim case | Option whether this case is related to a to compensation claim. The following sections appear when Yes is selected in this field. Only a user with the Claim case writer
[sn_hs_cm.claim_case_writer] role can edit fields in these sections.
|
| Parent case | Parent Health and Safety case ID number this case is related to. |
| State | State of the case. |
| Assignment group | Safety assignment group the case is assigned to. If the case isn’t assigned to a user yet, any member of this group can work on the case. |
| Assigned to | User assigned to this case. |
| Contact type | Method to contact the person this information is requested for, such as email or phone number. |
| Description | Detailed description of the case. |
Return to work details
The Return to work details section on the Health and Safety case form appears only when Yes is selected from Return to work case. The fields enable you to assess the employee's capability to work before they return from an injury or illness.
Only a user with the Return to work case writer [sn_hs_cm.rtw_writer] role can edit fields in this section.
| Field | Description |
|---|---|
| Leave category | Reason the employee was away from work. |
| Expected return date | Date the employee is expected to return to work. |
| Medical clearance received | Option to indicate whether a medical clearance is received for the employee before they return to work from an injury or illness returning. |
| Accommodations needed | Changes required to help the employee return to work. |
| Work restrictions | Limitations identified during the return to work planning for the employee. |