Basic Data Editing 

Purpose

Occupational health basic data is required for planning and performing health surveillance protocols. This data is the basis for all other functions in the SAP Occupational Health application component.

Prerequisites

●     You have created the employee personnel data (name, first name, date of birth, and so on) in the SAP Personnel Administration (PA-PA) component.

●     You have created organizational units (job, position, task) in the SAP Organizational Management (PA-OS) component, so that you can assign agents to them as required. Remember that you must assign your employees to these organizational units.

●     You have created the agents that are relevant for your company as specifications in the SAP Basic Data and Tools (EHS-BD) component.

Process Flow

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       1.      In order to sort people who are exposed to the same agents into groups, you create exposure groups or other objects in Organizational Management.

       2.      You use specification management in the Basic Data and Tools component to edit the agents present in your company (see Specification Editing). This data must be entered in the system in order to trigger exposure-related health surveillance protocols.

       3.      When you have created exposure groups and agents, you assign the agents to individual organizational units (objects). These in turn are linked to persons so that the system can determine which persons should be given an exposure-related or task-related protocol. You assign the agents to an exposure group, job, position, or task, as required. The assignment depends on the relationship between the agent and the organizational unit.

       4.      You create the examinations that need to be performed as part of the company health surveillance protocols (an Audiogram examination for the Noise protocol, for example).

       5.      You then create individual medical tests for the examinations. You assign these tests to the relevant examinations.

       6.      After you have created the examinations and tests, you can enter the health surveillance protocols being used in your company.

Note that certain data is mandatory in order to ensure further processing:

■      In the case of age-related protocols, enter the relevant age limit.

■      In the case of gender-related protocols, enter the relevant gender.

■      In the case of task-related protocols, enter the data required for the trigger levels (see Health Surveillance Protocol Triggering). Assign agents to the protocol to ensure that the system can propose it for performance if the relevant exposure reference values are exceeded (see Infotype 1403 – Long-Term Average and Infotype 1404 – Task-Related Exposure).

■      In the case of task-related protocols, assign the appropriate tasks.

■      Enter the stipulated frequencies for protocols, so that the system can calculate the periodic examinations.

■      Specify whether examinations are regulatory or mandatory, as this controls whether the person to be examined can refuse a health surveillance protocol.

■      Specify whether the causes are linked with logic AND or OR.

Other data is purely for informational purposes (cancer screening, for example).

       7.      You assign the examinations required for specific health surveillance protocols to the correct protocols.

       8.      During actual examinations, you can add predefined diagnoses to the data that you are entering. Before you can do this, however, you must create diagnoses in the system.

We recommend that you import a diagnosis catalog such as the ICD-10 into the system. This avoids having to enter the diagnoses manually, while allowing the imported data to be edited.

       9.      You can use the Business Partners component to create addresses for health centers, laboratories, and physicians (if they are not already in the HR master record). You can then assign this data to a test or a medical service at a later date, for example.

   10.      If there is more than one health center in your company, and they are responsible for different plants or groups of employees, you can assign persons to the individual centers.

   11.      In order to have employees fill in occupational health questionnaires, you must first create question catalogs and questionnaires in the system. A questionnaire can be completed by the employee or by the physician, either on paper or on the PC screen. If it is completed on paper, you can scan it back into the system later. The system assigns the answers to the corresponding questions, meaning that such questionnaires can also be evaluated automatically.

   12.      If the same questionnaire is always used for specific examinations, it can be assigned to the relevant health surveillance protocol. This ensures that a person attending a specific protocol is always sent the correct questionnaire.

Result

You have entered all the necessary basic data, and can now plan, perform, and evaluate health surveillance protocols for your company.