Action schedule form for an exposure

  • Release version: Xanadu
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Action schedule form for an exposure

    The action schedule form enables industrial hygienists to create and assign specific actions when there is an active exposure event. These actions help manage and mitigate exposure risks by targeting affected individuals at specified locations. The form is integral to maintaining compliance and ensuring timely interventions.

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    For detailed setup instructions, refer to the process for defining an action schedule for affected people.

    Key Features

    • Short description: Enter a brief description of the action to clarify its purpose.
    • Active: Toggle to make the action schedule available. Only active schedules generate and assign actions.
    • Location: Automatically set to the exposure assessment location, ensuring actions target the correct site and affected individuals.
    • Type: Select the nature of the action:
      • Corrective: Address and eliminate causes of non-conformities.
      • Preventive: Prevent future non-conformities.
      • Task: Generic assigned task.
      • Learning: Assign training or learning content (available only if Learning Core application is installed).
    • Learning material: Specify training content such as knowledge articles or URLs, applicable only when the Learning type is selected.
    • Days to complete action after creation: Define the due date by setting how many days the assignee has to complete the action.
    • Recurring action option: Mark actions as recurring to generate multiple action records automatically. Selecting this reveals additional scheduling fields:
      • Frequency: Choose how often actions are generated (daily, weekly, monthly).
      • Weekly: Select specific weekdays for action generation (visible only if frequency is weekly).
      • Months to generate: Select specific months for action generation (visible only if frequency is monthly).
      • Day: Specify the day of the month for action generation; if the month has fewer days, the last day is used (visible only if frequency is monthly).

    Practical Application for ServiceNow Customers

    ServiceNow customers using the Health and Safety application can leverage this form to systematically assign and track exposure-related actions. Activating and configuring the schedule ensures timely corrective or preventive measures, improving compliance and safety outcomes. Integrating Learning Core enhances training assignments directly linked to exposures.

    By utilizing the recurring action functionality, customers can automate routine safety tasks, reducing manual oversight and ensuring consistent follow-up actions at specified intervals.

    The industrial hygienist can use the action schedule form for an action to be created when there's an active exposure.

    For information on setting up an action schedule for an exposure, see Define an action schedule for affected people.

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

    An action schedule must be active for actions to be created and assigned to the affected people.
    Location Location that this action item applies to. The action is assigned to the affected people at this location.

    This field is automatically set to the location of the exposure assessment.
    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 assigned action.
    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
    Field Description
    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.