Setting Up Health and Safety as Administrators Using Fluid

This topic lists the pages that Health and Safety administrators can access from a single location on the Workforce Administrator home page to set up Health and Safety data and specify configuration settings for Fluid Self-Service.

Component or Page Name

Definition Name

Usage

Configure Health and Safety Tile

HC_HS_CONFIG_FL_GBL

Access a collection of administrative components to define setup data and configure self-service settings for Health and Safety.

Accident Types

ACCIDENT_TYPE_TBL

Describe events that can result in physical occupational injuries.

See Defining Injuries and Illnesses.

Body Parts Page

BODY_PART_TABLE

Identify body parts that are subject to injury and associate each with a class.

See Defining Injuries and Illnesses.

Nature of Injury Page

INJURY_NATURE_TBL

Identify types of physical injuries.

See Defining Injuries and Illnesses.

Source of Injury Page

INJURY_SOURCE_TBL

Identify potential sources or causes of injury.

See Defining Injuries and Illnesses.

Unsafe Acts Page

UNSAFE_ACT_TABLE

Assign codes to the causes of injuries and accidents and track incidents by associating an Unsafe Act code with the resulting Accident Type code.

See Defining Injuries and Illnesses.

Animal Table Page or Animals Involved Page

HS_ANIMAL_TBL

Identify the types of animals involved in incidents.

Transport Table Page or Transportation Page

HS_TRANSPORT_TBL

Identify the modes of transportation used by employees during incidents that occur during work-related travel.

Class/Subclass Table - CAN Page or Class/Subclass CAN Page

HS_CLASS_CAN

Identify the standard industry classes and subclasses for Canadian business locations, based upon the classifications designated by the WCB.

Occupation Table - CAN Page or Occupations CAN Page

HS_OCCUPATION_CAN

Set up the standard occupational classifications used by the WCB.

Contributing Factors - CAN Page or Contributing Factors CAN Page

HS_CONTFAC_CAN

Define the types of casual factors associated with a health and safety incident.

Prevent. Actions Table - CAN Page or Preventative Actions CAN Page

HS_PREVENT_ACT_CAN

Identify the types of actions taken to prevent future occurrences of incidents and accidents.

Case Officer Table DEU Page or Case Officer DEU Page

HS_LOC_CASEOFF_GER

Identify the officials for various areas of industrial health and safety within the organization.

Correct. Actions Table DEU Page or Corrective Actions DEU Page

HS_CORRECT_ACT_GER

Define corrective actions that you have implemented and associate the corrective action with a corrective action category.

Disease Class Table DEU Page or Disease Class DEU Page

HS_DIS_CLASS_GER

Define disease classes and associate them with a disease type.

Prevent. Actions Table - DEU Page or Preventative Actions DEU Page

HS_PREVENT_ACT_GER

Define the actions that you have implemented to prevent workplace incidents or accidents.

Unsafe Item Table DEU Page or Unsafe Items DEU Page

HS_UNSAFE_ITEM_GER

Define unsafe items and associate them with an unsafe item class.

Work Area Class Table DEU Page or Work Area Class DEU Page

HS_WA_CLS_TBL_GER

Set up work area classes as defined by the employer's liability insurance association.

Work Area Category Table DEU Page or Work Area Category DEU Page

HS_WA_CTG_TBL_GER

Set up work area categories as defined by the employer's liability insurance association.

Work Area Table DEU Page or Work Area DEU Page

HS_WA_TBL_GER

Set up work areas as defined by the employer's liability insurance association.

External Scheme GBR Page

HS_EXT_SCHEME_UK

Maintain an External Scheme.

Dangerous Occurrences Table Page or Dangerous Occurrences Page

HS_DANGER_OCC

Define types of dangerous occurrences or specify those that are defined by the regulatory authority in the regulatory region.

Job Code Hazards Table Page or Job Code Hazards Page

JOBCODE_HAZRDS_TBL

Track exposure to hazards experienced by employees in a particular job code.

Location Hazards Table Page or Location Hazards Page

LOCATN_HAZRDS_TBL

Identify exposures to hazards that have occurred at specific locations in the organization.

Hazardous Materials Data Page or Hazardous Condition/Materials Page

HAZ_CON_MATRL_TBL

Define codes for physical conditions and hazardous materials that might directly contribute to occupational accidents, injuries, or illnesses.

Hazard Units BRA Page

HAZ_UNITS_BRA

Define hazard units.

Hazard Concepts BRA Page

HAZ_CONCEPT_BRA

Define hazard concepts.

Work Hazards BRA (component)

HAZARD_TBL_BRA (definition name of the first component page)

Define codes for occupational accidents, injuries, or illnesses.

See Defining Dangerous Occurrences and Hazardous Conditions.

Job Code Hazards BRA (component)

JOBCODE_HAZRDS_TBL (definition name of the first component page)

Track exposure to hazards experienced by employees in a particular job code.

See Defining Dangerous Occurrences and Hazardous Conditions.

Work Area Hazards BRA (component)

LOCATION_HAZ_BRA (definition name of the first component page)

Track exposure to hazards experienced by employees in a particular location.

Workers Conditions BRA (component)

WORKER_ENVIRON_BRA (definition name of the first component page)

Define working conditions (including workplace, work activities, and work hazards) of workers.

See (BRA) Defining Work Environments and Conditions.

Workplace Table BRA Page

WORKPLACE_BRA

Define work environments.

Medical Facilities Page

HS_MEDICAL_FAC

Enter hospitals and clinics and their addresses.

See Defining Medical Services Information.

Physicians

HS_PHYSICIAN_DATA1

Enter name and address information of physicians.

See Defining Medical Services Information.

Diagnosis Table Page or Diagnosis Page or Diagnosis for Regulations Page

DIAGNOSIS_TABLE

Define standard medical diagnoses for injuries and illnesses.

Occupational Illnesses Table Page or Occupational Illnesses Page

HS_OCC_ILLNESS

Enter standard types of occupational illnesses.

Claim Threshold - Claims AUS Page

CLAIM_INFO_AUS

Establish claims threshold information.

Claim Threshold - Claims AUS Page

(For State AUS)

CLAIM_INFO_AUS

Establish claims threshold information by state.

Claim Threshold - Claims AUS Page

(For Union AUS)

CLAIM_INFO_AUS

Establish claims threshold information by state.

Medicare Item Details AUS Page

MEDICARE_TBL_AUS

Define Medicare items.

See Defining Injuries and Illnesses.

Allergy Page

ALLERGY_TBL

Define allergy types.

See Defining Injuries and Illnesses.

Immunization (component)

IMMUN_TBL (definition name of the first component page)

Define immunization types.

See Immunization Page and Immunization - Self-Service Page.

Test (component)

HS_TEST_TBL (definition name of the first component page)

Define test types.

See Test Page and Test - Self-Service Page.

Medication Page

MEDCATN_TBL

Define medication types.

See Defining Injuries and Illnesses.

Codes and Effective Dates Page

WORK_RESTRICT_TBL

Identify physical limitations or restrictions placed on individuals as a result of injuries or illnesses.

See Defining Work Restrictions and Modified Work Duties.

Modified Work Page

MODIFIED_WORK_TBL

Identify changes and modifications to processes or methods of doing a job.

See Defining Work Restrictions and Modified Work Duties.

Configure Incident Types Page

HS_SS_INCDT_CFG

Configure system settings for reporting incidents in Fluid Self Service.

Employer-Related Codes Page

WCB_EMPLR_REL_CD

Request employer codes.

System Codes Page

WCB_SYSTEM_CD

Request system codes.

Register Employer Web Service Page

WCB_WEB_REG_DTLS

Enter employer WCB registration details.

Use the Configure Health and Safety tile (HC_HS_CONFIG_FL_GBL) to access a collection of administrative components to define setup data and configure self-service settings for Health and Safety.

This example illustrates the Configure Health and Safety tile.

Configure Health and Safety tile

Click the Configure Health and Safety tile to access the Configure Health and Safety application start page.

This example illustrates the Configure Health and Safety application start page.

 Configure Health and Safety application start page

This Configure Health and Safety application start page is a navigation collection that enables administrators to access components to define setup data and configure self-service settings from one location.

The application start page lists the components collected under these categories:

  • Define Accident/Injury Info

  • Define Hazardous Environments

  • Define Medical Services

  • Define Medical Data

  • Define Work Restrictions

  • Self Service

  • WCB Web Service CAN

Rows that display a downward facing arrow are category headers. Select a category row to expand and view the component collection associated with that category.

Use the Immunization page (IMMUN_TBL) to define vaccines.

Navigation:

  • Set Up HCM > Product Related > Workforce Monitoring > Health and Safety > Immunization > Immunization

  • Select Define Medical Data, then Immunization from the left panel of the Configure Health and Safety application start page.

This example illustrates the fields and controls on the Immunization page.

 Immunization page

Refer to the Safety First. Tracking employee’s COVID vaccinations in Health & Safety strategy blog post for an example on how an employee reports their vaccination information in a couple of steps in Self Service using the Vaccinations tile, as well as guidance on the setup of the functionality.

Enter the effective date, status, and description of the vaccine definition. They are required fields.

Vaccine Details

The system uses information in this section when employees report their vaccinations in Fluid Self Service.

Field or Control

Description

Schedule

Enter the recommended frequency (in months or years) for taking the vaccine or vaccine series, if it is to be taken on a regular basis.

The system uses this information to calculate the due date for the next vaccination (single-dose) or vaccination series (multi-dose) on the Vaccine Details Page.

Manufacturer

Select the manufacturer of the vaccine. If the vaccine has multiple manufacturers, insert more rows and enter the information.

Manufacturers are defined on the Manufacturers page (HS_MANUFACT_TBL).

Authorization

Specify the authorization status of the vaccine by the manufacturer. Values are:

Approved for Use

Emergency Use

Not Authorized

This value is informational only and is not used in any processing.

Series

Specify the number of doses included in the vaccine.

Use the Immunization - Self-Service page (IMMUN_SS_TBL) to configure self-service settings for vaccines.

Navigation:

  • Set Up HCM > Product Related > Workforce Monitoring > Health and Safety > Immunization > Self-Service

  • Select Define Medical Data, then Immunization from the left panel of the Configure Health and Safety application start page. Select the Self-Service tab.

This example illustrates the fields and controls on the Immunization - Self Service page.

 Immunization - Self-Service page

Self-Service Configuration

Field or Control

Description

Available in Self Service

Select for this vaccine to be available for selection when employees report vaccinations in Fluid Self Service. Most check boxes on this page become editable when this option is selected.

Display Manufacturer Details

Select to show fields that are related to the vaccine manufacturer when employees add or view vaccination entries. You can use this option after manufacturer details are entered on the Immunization Page.

Display Next Due Date

Select to show the next vaccination due date after employees report their single-dose vaccinations, or the last dose of their vaccination series. You can use this option after schedule information is entered on the Immunization Page.

Attachments

Field or Control

Description

Enable Attachments

Select to allow attachments to be inserted when employees add entries for this vaccine.

Require Attachment Upload

Select to require attachments (for example, vaccination record copy) to be inserted when employees add entries for this vaccine.

Acknowledgements

Field or Control

Description

Enable Acknowledgements

Select to require employees to provide acknowledgement when they add or update entries for this vaccine.

Category and ID

Enter the category and ID of the configuration to be used for the Acknowledgment section that appears on the details page.

Approvals

Field or Control

Description

Enable Approvals Workflow

Select for entries of this vaccine to be submitted to administrators for approval using the Approval Workflow Engine (AWE). The administrator approves, pushes back (if more information is needed) or denies entries on the Pending Approvals page, which is accessible from the Approvals tile, push notifications, and email links.

Clear this check box if approval is not needed. When approval is not enabled, no push notifications or email notifications will be sent.

Process ID and Definition ID

Specify the process and definition IDs to be used for the approval process. These fields are required if the Enable Approvals Workflow check box is selected.

The system delivers the HSImmunization process ID and byAdministrator definition ID for use in vaccination approval.

Note: If the Enable Approvals Workflow check box is selected, AWE sends email and push notifications based on the setup of the process ID.

Use the Test page (HS_TEST_TBL) to define tests.

Navigation:

  • Set Up HCM > Product Related > Workforce Monitoring > Health and Safety > Test > Test

  • Select Define Medical Data, then Test from the left panel of the Configure Health and Safety application start page.

This example illustrates the fields and controls on the Test page.

 Test page

Refer to the Safety First. Tracking employee’s medical tests in Health & Safety strategy blog post for an example on how an employee reports their test results in a couple of steps in Self Service using the Test Results tile. They can file a workplace incident if they are tested positive for an illness (for example, COVID-19) that was caused by work-related activities. The incident information can then be viewed and analyzed by administrators using PeopleSoft Insights.

Enter the effective date, status, and description of the test definition. They are required fields.

Test Details

The system uses information in this section when employees report their test results in Fluid Self Service.

Field or Control

Description

Test Type

Select the type of the test. Values are:

Antibody

Biopsy

Diagnostic

Genetic

Imaging

Screening

This value is informational only and is not used in any processing.

Test Results

Specify possible results that employees can select when they report test results in Fluid Self Service.

Test Methods

Specify possible methods that employees can select when they report results of this test in Fluid Self Service.

Use the Test - Self-Service page (HS_TEST_SS_TBL) to configure self-service settings for tests.

Navigation:

  • Set Up HCM > Product Related > Workforce Monitoring > Health and Safety > Test > Self-Service

  • Select Define Medical Data, then Test from the left panel of the Configure Health and Safety application start page. Select the Self-Service tab.

This example illustrates the fields and controls on the Test - Self Service page.

 Test - Self-Service page

Note: The Self-Service pages of immunizations and tests are similar. For details about the Attachments, Acknowledgements and Approvals sections, see Immunization - Self-Service Page.

Field or Control

Description

Available in Self Service

Select for this test to be available for selection when employees report test results in Fluid Self Service. Most check boxes on this page become editable when this option is selected.

Approvals

The system delivers the HSTest process ID and byAdministrator definition ID for use in test result approval.

Use the Configure Incident Types page (HS_SS_INCDT_CFG) to configure system settings for reporting incidents in Fluid Self Service.

Navigation:

Select Self Service, then Configure Incident Types from the left panel of the Configure Health and Safety application start page.

This example illustrates the fields and controls on the Configure Incident Types page.

 Configure Incident Types page

Use this page to configure settings for the Report Incident transaction in Fluid Self Service by incident type and regulatory region.

The system delivers a default configuration for each supported incident type.

If regulatory region-specific configurations are available, the system uses the regulatory region found from the user’s job record to determine if a regulatory region-specific configuration should be used.

Field or Control

Description

Available in Self Service

Select for this incident type to be available for selection when employees create incidents in Fluid Self Service.

Approvals and Notifications

Field or Control

Description

Enable Approvals Workflow

Select for incidents of the corresponding type and regulatory region to be submitted to administrators for approval using approval workflow in the Notification Composer Framework. The administrator either approves or pushes back (if more information is needed) the submitted incident on the Pending Approvals - Incident Report Page.

Clear this check box if approval is not needed in the incident reporting process. In this scenario, when an employee reports an incident, both the administrator and employee receive a notification (if enabled on this page) from the system acknowledging the receipt of the incident. The administrator can review the incident using the link provided in the notification, and does not require to perform any further action.

Process ID and Definition ID

Specify the process and definition IDs to be used for the approval process. These fields are required if the Enable Approvals Workflow check box is selected.

The system delivers the HSIncidentReport process ID and byAdministrator definition ID for use in incident approval.

Note: If the Enable Approvals Workflow check box is selected, AWE sends email and push notifications based on the setup of the process ID. If the check box is cleared, notifications are managed by the Notify Employee and Notify Administrator check boxes.

Notify Employee and Employee Notification Events

Select the option to enable notifications for employees, when incidents that do not require approval are reported in the system. This option becomes editable when the Enable Approvals Workflow check box is not selected. If the Enable Approvals Workflow check box is selected, notifications will be handled through the approval workflow setup of the Report Incidents business process in the Notification Composer Framework.

When selected, use the Employee Notification Events link that appears to specify the notification ID that is used to trigger notifications for employees. The default notification ID is HealthSafetyIncidents.

See Also Understanding Notification Composer.

Notify Administrator and Administrator Notification Events

Select the option to enable notifications for administrators, when incidents that do not require approval are reported in the system. This option becomes editable when the Enable Approvals Workflow check box is not selected. If the Enable Approvals Workflow check box is selected, notifications will be handled through the approval workflow setup of the Report Incidents business process in the Notification Composer Framework.

When selected, use the Administrator Notification Events link that appears to specify the notification ID that is used to trigger notifications for administrators. The default notification ID is HealthSafetyIncidentsAdmin.

See Also Understanding Notification Composer.

Activity Guide

Specify the Activity Guide Composer template used to report incidents for the corresponding incident type. The system-delivered template is HSINCD1 (Report Incident).