Health and Safety case form
Summarize
Summary of Health and Safety Case Form
The Health and Safety case form is used by safety case managers to address health and safety questions submitted by employees. Each submitted question creates a safety case, with some fields automatically populated from the originating request. After assignment, safety agents complete the case details within the Health and Safety Workspace. This form streamlines managing health and safety inquiries, ensuring consistent tracking and resolution.
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Key Features
- Case Identification: Each case has a unique system-generated number and a brief description summarizing the request.
- Requester Information: Identifies the person for whom the information is requested.
- Category: Classifies the case by type of health and safety question, including procedures, training, equipment, injury/incident-related leave, or general inquiries.
- Related Incidents/Observations: Links to safety incidents or observations if the Health and Safety Incident Management application is installed.
- Return to Work Case: Indicates if the case involves an employee returning to work after injury or illness. This triggers additional fields and tabs related to return-to-work assessments, editable only by users with the specific Return to work case writer role.
- Compensation Claim Case: Specifies if the case relates to a compensation claim, revealing sections for employee claim and closure details. Editing is restricted to users with the Claim case writer role.
- Parent Case Linkage: Allows association with a parent health and safety case by ID.
- Status and Assignment: Tracks the case state, assignment group, and assigned user, enabling group members to work on unassigned cases.
- Contact Method and Detailed Description: Captures how to contact the requester and provides a detailed explanation of the case.
- Return to Work Details Section: When applicable, this section enables assessment of the employee’s work capability before returning. Fields include leave category, expected return date, medical clearance status, accommodations needed, and work restrictions, editable only by authorized users.
Practical Benefits
- Enables efficient and organized handling of health and safety inquiries from employees.
- Supports compliance and thorough documentation of cases related to workplace safety, training, equipment, and incident-related leaves.
- Facilitates detailed return-to-work planning, ensuring employees are appropriately assessed and accommodated before resuming work.
- Restricts sensitive case editing to appropriately authorized roles, enhancing data integrity and security.
- Integration with incident management allows seamless linkage between cases and safety incidents.
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. This field appears only when the Health and Safety Incident Management (sn_hs_im_incident) application is installed on your ServiceNow instance. For more information, see Install 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. |