Determining Person(s) for a Medical Service 

Procedure

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       1.      In the Occupational Health menu, choose Schedule Planning ® Planning Cockpit.

       2.      Under  Person, enter the relevant selection criteria and confirm your entries.

The hits are displayed in the list of persons.

       3.      Select the persons you want and choose  with the quick info text Add to Planning List.

The planning list shows a list of persons with the health surveillance protocols that they are due to undergo.

Result

You have chosen the persons and the health surveillance protocols assigned to them for a medical service. You can now open a medical service for these persons.

Here you can open a medical service for all outstanding health surveillance protocols for a person if you select the person directly, or you can open a medical service for a selection of health surveillance protocols for a person if you select only the relevant protocols.

If you have already opened a medical service for a person, this person is not included in the protocols displayed the next time you call the selection list. When the medical service has been closed (status: Service closed), the next health surveillance protocol that is due is displayed in the selection list again.