Adding User Health Record

Before you start

Desktop Only

  1. In the side menu, select People > Manage People and click Edit on the user record tile.
  2. Select the Personnel Records tab, click Add Record and select Health Record from the dropdown list. 

  3. Complete form as required.
    Note – Name of condition/ illness will define the name of the action plan on the mobile app. Information entered into the description of associated symptoms, cause or associated triggers, or the preventative action fields will only be able to be viewed by Business Administrators in the Manage People section.
  4. (Optional) Upload supporting documentation.
    Note – These documents can only be viewed by Business Administrators in the Manage People section
  5. (Optional) Create an Action Plan in the text editor ensuring all necessary information is provided in the event of an emergency situation.
    Note – This information is what will be available to users via the App. Uploaded images or videos will not be available in ‘off-line’ mode so explain the Action Plan in the text as much as possible.
  6. (Optional) Tick Allow action plan to be viewed by workers.
    Note - Ticking this checkbox gives permission for the action plan to be viewed by all users on the mobile app in the Emergency section. If left unticked then the plan can only be seen by Business Administrators on the App

What's Next?

Add a training record