Linked Records & Related Information
Explains how Employee Info records connect with other modules and how to manage associated actions.
Related Information Section
The "Related Information" section provides a consolidated view of other records within the system that are linked to the employee. These links are typically established automatically when the employee is referenced in other modules. This allows for quick navigation and a holistic view of employee-related activities.
You can typically view lists of:
- Reported Incidents: Incidents involving or reported by the employee (from the Incident Reporting module).
- Related Injuries: Injury records associated with the employee (from the Injuries module).
- Reported Hazards: Hazards reported by or involving the employee (from the Hazard Management module).
- Training Records: All training records for the employee (from the Training Records module).
- Health Records: Health monitoring or medical records for the employee (from the Health Records module).
Clicking on an entry in these lists will usually navigate you directly to the specific record in its respective module.
Associated Actions Section
This section allows for the management of actions related to the employee or their record.
- View Existing Actions: Displays a list of actions already linked to this Employee Info record.
- Add New Action: Use the "Add New" option to create a new action directly from the Employee Info record. This will typically open a new Action form (from the Actions module), and the new action will be automatically linked back to the current Employee Info record.
- Link Existing Action: Use the "Select" option (or similar) to find and link existing actions from the Actions module to the employee's record.
For more details on creating and managing actions, refer to the documentation for the "Actions Module."
Version: 1
Completing Key Employee Information Fields
Overview of key sections and fields within an Employee Info record, focusing on their purpose and any special considerations.
Administration, Review, and Monitoring
Covers administrative notes and the process for reviewing and monitoring Employee Info records.