Action schedule form for an exposure

  • Release version: Yokohama
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Action Schedule Form for an Exposure

    The action schedule form is utilized by industrial hygienists to create actions in response to active exposures. This form is essential for managing and assigning corrective, preventive, or learning actions to affected individuals based on exposure assessments. Proper setup ensures timely and effective responses to health and safety concerns.

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    Key Features

    • Short Description: Provides a brief overview of the action.
    • Active: Marks the action schedule as available for use, enabling the creation and assignment of actions.
    • Location: Specifies the relevant location for the action, automatically set to the exposure assessment site.
    • Type: Classifies the action as Corrective, Preventive, Task, or Learning, with the Learning option requiring the Learning Core application.
    • Learning Material: Links to training resources, applicable when Learning is selected as the action type.
    • Days to Complete Action: Sets a due date for action completion post-assignment.
    • This is a Recurring Action: Allows for recurring action schedules, revealing additional duration details.
    • Duration Details: Includes frequency options (daily, weekly, monthly) and specific settings for generating recurring actions.

    Key Outcomes

    Utilizing the action schedule form effectively helps ensure that actions are timely assigned and completed, enhancing workplace safety. It allows for systematic tracking and management of health-related actions, thereby promoting compliance and proactive health management within the organization.

    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.