Health and safety action schedule form

  • Release version: Xanadu
  • 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 actions based on defined conditions to manage health and safety compliance effectively. Actions can be tailored by type, location, and assignment criteria, with options for recurring schedules and deadlines to ensure timely completion.

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    Key Features

    • Short description: Allows entry of a brief description to identify the action schedule.
    • Active status: Controls whether the action schedule is available for use; only active schedules generate assigned actions.
    • Location: Specifies the location applicable to the action, assigning tasks to people at that site.
    • Type of action: Categorizes actions as Corrective (addressing root causes of issues), Preventive (avoiding future issues), Task (generic assignments), or Learning (training-related actions, visible only if Learning Core is installed).
    • Learning material: Links to training content such as knowledge articles or videos, appearing only when Type is set to Learning.
    • Days to complete: Defines the due date for completing the assigned action after creation.
    • Assign to: Enables assignment of actions to users with the Health and Safety profile based on specified criteria using the Set conditions builder.
    • Recurring actions: Option to mark actions as recurring, which reveals additional scheduling fields:
      • Frequency: Sets recurrence interval (daily, weekly, monthly).
      • Weekly weekday: Selects specific weekdays for action generation (if frequency is weekly).
      • Months to generate: Selects specific months for action generation (if frequency is monthly).
      • Day: Specifies the day of the month for scheduling recurring actions (monthly frequency).

    Practical Use for ServiceNow Customers

    ServiceNow customers can use this form to automate health and safety action management, ensuring timely and relevant task assignment across locations and teams. The ability to define action types and link learning materials supports compliance and continuous improvement. Recurring scheduling ensures ongoing safety measures are maintained without manual intervention.

    Activating and configuring the form correctly allows organizations to streamline safety workflows and hold users accountable for completing required actions within defined timeframes.

    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.