Before you start
Risk management brings health protocols, medical examinations, deliveries of personal protective equipment (PPE, labelled EPI in Talento), risk assessments, and preventive measures together. The dashboard uses record dates and statuses to highlight what needs attention.
Information
These pages are available only to administrators when the Risk management module is active. The medical-examination and EPI-delivery lists include active employees in the company.
Warning
Medical examinations contain particularly sensitive information. Record only what occupational risk management requires, limit notes and attachments to relevant information, and do not share or export this data outside authorised channels.
Prepare the data that the records will use:
- create the health protocols that you want to associate with medical examinations;
- check that the required job positions and offices already exist;
- confirm that the items you intend to issue are configured as EPI in the catalogue;
- agree who will be responsible for each risk assessment and preventive measure.
A medical examination does not require a health protocol, and an assessment does not require a job position or office. However, adding these relationships makes records easier to find and review later.
Create health protocols
In Health protocols, create each protocol with a recognisable name and a description that explains when it applies.
The protocol detail shows its related job positions. When recording a medical examination, you can select any existing protocol; you cannot configure that relationship from the protocol detail.
Protocols do not have an archive status. Before deleting one, remember that it will no longer be associated with its job positions or the medical examinations that used it. The medical examinations are not deleted, but their health protocol field will be empty.
Configure preventive alerts
In Alert configuration, you can save the preferred lead time for:
- medical examinations;
- EPI deliveries;
- required training.
Information
The dashboard's Coming up area currently always uses a fixed 30-day window. The lead times saved on this page do not change that window or send emails or notifications on their own.
Result
You can verify the result on the settings page, in the list, or through the status described above.
Common problems
If an option is missing, check that the module is active and that you have the required permission and record scope. If the configuration is correct and the problem continues, keep the message shown and contact support.