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.
Result
You can verify the result on the settings page, in the list, or through the status described above.
Common problems
Why is an item missing when I create a delivery?
The selector shows only items configured as EPI. Ask the person responsible for the catalogue to check the item type, and avoid creating a duplicate only to make it appear in the form.
Why does a record still appear under Needs attention?
Check the value used by the dashboard, not only the record's main status. For example, archiving an assessment does not remove the alert for its review date, and a delivery continues to need attention while its signature is still pending.
Does alert configuration send notifications?
Not on its own. The page saves the preferred lead times, but the dashboard currently uses its own fixed 30-day window and does not turn those values into emails or notifications.