Assigning Health Surveillance Protocols Automatically to Persons

Use

See Assignment of Health Surveillance Protocols to Persons

Note Note

You can only use this function for persons who have a master record in the Personnel Administration (PA-PA) component.

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Prerequisites

The status of the health surveillance protocol is Active .

Procedure

  1. From the Occupational Health menu , choose Start of the navigation path Schedule Planning Next navigation step Propose Protocols End of the navigation path .

    A dialog box for your personal settings appears.

  2. Enter the criteria for restricting the list of persons displayed and confirm your entries.

    Note Note

    If you save these settings, they will apply in all subsequent sessions.The dialog box will no longer appear automatically. To change the settings later, choose with the quick info text Set Filter in the proposal list that appears next.

    End of the note.

    The Edit Proposal List screen appears.

  3. Select the person for whom the system is to propose health surveillance protocols and choose Start Adjustment . Choose Schedule Job if you want to specify a different time for the adjustment to start.

    When the adjustment is completed, a list of proposed health surveillance protocols appears. The manually assigned protocols are marked by a green symbol.

    Note Note

    Choose Legend to display the meaning of the symbols used.

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  4. To edit the assignment, choose Change . You now have the following options:

    • To accept a protocol proposed by the system, set the radio button with the quick info text Add protocol .

      The system proposes this health surveillance protocol for a medical service for the person (see Determination of Persons for a Medical Service ). The protocol is not included the next time an adjustment is run.

    • To reject a protocol proposed by the system, set the radio button with the quick info text Delete protocol .

      The person is not proposed for a medical service and will also not be linked with this health surveillance protocol in the future. The assignment of the person to the health surveillance protocol is deactivated. In other words, the protocol is not included the next time an adjustment is run.

    • To ignore a protocol proposed by the system, set the radio button with the quick info text No change in protocol .

      The person is not proposed for a medical service, but the health surveillance protocol is included the next time an adjustment is run.

    Note Note

    To accept all the health surveillance protocols proposed by the system, choose Accept . The system proposes all the protocols for a medical service for the person.

    The corresponding symbols are displayed in the Perform column.

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  5. Change the Next due date and the Examination type as required.

  6. Save your changes.