Editing health surveillance protocols

Prerequisites

The status of the health surveillance protocol is set to In Process

If you want to assign agents to a health surveillance protocol, you must have already created the agents (see Editing Agents ).

If you want to assign examinations to a health surveillance protocol, you must have already created the examinations (see Editing Examinations ).

Procedure

In the Occupational Health menu , choose Basic Data → Health Surveillance Protocols → Edit Health Surveillance Protocols

A table containing the existing health surveillance protocols appears.

Depending on what function you want to execute, proceed as follows:

Function	Procedure
Creating health surveillance protocols	Enter the required data in an empty row in the table and confirm your entries. The key for the health surveillance protocol is not automatically assigned by the system. This means that you can enter a short name for a protocol (for example, G12). Select the protocol you created by double-clicking it. The detail screen for the health surveillance protocol appears. Enter the required data. Assign one or more questionnaires to the protocol as required (see Assigning Questionnaires to Health Surveillance Protocols ). Save your entries.
Changing a health surveillance protocol	Select the protocol by double-clicking it. Enter the required data. Save your entries.
Editing protocol frequencies	Select the health surveillance protocol and choose Protocol Frequencies Enter data as required or change the existing entries. Save your entries.
Assigning agents	Select the health surveillance protocol you want to assign agents to and choose Agents Enter the agents you want to assign, with their respective trigger levels. Save your entries.
Editing regulations	Select the health surveillance protocol and choose Regulations Enter data as required or change the existing entries. Save your entries.
Assigning examinations	Select the health surveillance protocol you want to assign examinations to and choose Examinations Enter the examinations you want to assign. Save your entries.
Assigning questionnaires	Select the health surveillance protocol you want to assign questionnaires to and choose Questionnaires . Enter the questionnaires to be assigned (see Assigning Questionnaires to Health Surveillance Protocols ). Save your entries.

This graphic is explained in the accompanying text.

You can combine the triggering causes for a health surveillance protocol by linking them with a logicalANDoperation. To do this, set the Link Triggering Causes with AND indicator on the Protocol - Edit Details screen.

The following can be causes that trigger a health surveillance protocol:

Age: You specify the age interval in which a health surveillance protocol is proposed by using the Age From and Age To fields.

Gender

Task

Agent: See Trigger Levels for Health Surveillance Protocols s

TheANDlink has the effect that a health surveillance protocol is only proposed if all triggering causes for a person apply simultaneously.

If one triggering cause is sufficient, the Link Triggering Causes with AND indicator must not be set.

Result

You have created or edited a health surveillance protocol. The status of the protocol is In Process . To assign persons to a health surveillance protocol, you must set the protocol status to Active in the Status field on the detail screen.

This graphic is explained in the accompanying text.

If you want to subsequently edit data or assignments in a health surveillance protocol with the status Active , you must set the protocol to the status In Process again.