Process: Creating, Viewing and Managing WHS Records

Users can Create, View and Manage WHS Records in the Ready Recruit product!


Follow the steps below to Create, View and Manage WHS Records within a Placement Record!

 

Quick Navigation:

Creating a WHS Record

Navigate to the Placement Record

 

In the taskbar click 

 

Select WHS from the drop-down

 

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The New WHS Record modal will appear with the following fields

 

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  • Status - defaults to 'Open'. Click to change to 'Closed'

  • Injury date - defaults to today's date. Click on the calendar to change the date

  • Reported on - defaults to today's date. Click on the calendar to change the date

  • Injury type - select from the drop-down

  • Injured body part - select from the drop-down

  • Workcover status - Active/Inactive

  • Workcover claim number - free-type field

  • Workcover Insurer - select from the drop-down

  • Return to work expected date - select from the date picker

  • Add document - select file to load

  • Lost days - Type in the number of days lost

  • Suitable duties start date - select from the date picker

  • Suitable duties end date - select from the date picker

  • Total Incap. start date - select from the date picker

  • Total Incap end date - select from the date picker

  • Comments - free-type field

Once the relevant information is added, click


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The WHS Record is now created!

                                                                                

 

Viewing a WHS Record

 

In the information storage panel, click on WHS Records

 

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All WHS Records submitted against this Placement will be listed!

 

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Managing a WHS Record

Edit

To edit a WHS Record, click the Actions button next to the relevant WHS Record

 

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Select Edit from the drop-down

 

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The Edit WHS Records modal will appear, make the relevant changes and click Update WHS Record

 

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The WHS Record is now updated with the relevant changes made!

 

Notes

 

Select Notes from the drop-down

 

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The Notes modal will appear with a list of Notes attached to the relevant WHS Record

 

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Attachments

 

Select Attachments from the drop-down

 

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The Attachments Modal will show, simply click the file name to view the Attachment!

 

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Delete

 

Select Delete from the drop-down

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This will create a prompt, click OK to delete the Site Visit


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The WHS Record is now deleted!

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