Perform Basic Setup

You need to complete the basic setup tasks as a part of the implementation.

These are the basic setup tasks:

• Depending on which applications you plan to deploy, assign the Environment, Health, and Safety Incident Manager role for safety incidents, Environment Health and Safety Manager role for safety inspections, and assignment rules to the relevant user

• Configure lookup values

• Configure profile options

• Configure email alerts

• Set up Events
• Set up Questionnaires
• Set up Risk Matrix

Assign Health and Safety Manager Roles

Follow these steps to assign the Environment, Health, and Safety Incident Manager role to the user.

1. Open the Security Console by clicking Navigator > Tools > Security Console.

2. In the User Accounts tab, search the user that you want to assign the role.

3. Click the role to open the role details.

4. Click Edit and then Add Role.

5. In the Add Role Membership window, search for the role.

6. Select the role and click Add Role Membership.

7. Click Done and then Save and Close.

For safety inspections, follow these steps to assign the Environment, Health, and Safety Manager role to the user.

1. Open the Security Console by clicking Navigator > Tools > Security Console.

2. In the Roles tab, search the role and click Edit Role

3. In the Edit Role page, click Enable Permission Groups.

4. Go to the Users tab and add the user.

5. Click Done and then Save and Close.

6. Run the Import user and role application security data ESS process.

A best practice would be to limit the roles above to a small number of users and create a Safety Coordinator custom role to manage incident or inspection records for a specific department, business unit, line of business, or region. You can define the scope accordingly.

A person assigned the Safety Coordinator role has full access to all aspects, including incident events, investigations, and actions. To act as a Safety Coordinator, the individual must have the HNS_REVIEW_ENVIRONMENT_HEALTH_AND_SAFETY_INCIDENT_PRIV privilege. Additionally, to access a specific incident or inspection record, the person must be assigned to that record. This requirement applies to anyone, whether they are the incident owner or action approver. Access to a record is contingent on having the appropriate privileges and being assigned to the record. These two conditions do not apply to users with the roles mentioned above. There's no limit on the number of safety coordinators that can be assigned to an incident or inspection.

Configuring Lookup Types

You can modify lookups that have the configuration level set to User or Extensible.

1. In the Setup and Maintenance work area, go to:

   • Offering: Workforce Deployment

   • Functional Area: Workforce Health and Safety Incidents

   • Task: Manage Environment, Health and Safety Configuration Settings

2. On the Manage Environment, Health and Safety Configuration Settings page, search for the ORA_HNS lookup types. The default lookup types and their descriptions are available.

3. Update the lookup types as necessary.

   Note: Changing a lookup for either safety incidents or safety inspections will effect the lookup values in the other application.

Configuring Profile Options

You can use these profile options to control how the application operates. To change any profile option value, search for and select the Manage Administrator Profile Values task. In the Application field, select Workforce Health and Safety Incidents and search for the relevant profile option.

Profile Option Name	Description	Profile Value
ORA_HNS_HEALTH_AND_SAFETY_LANDING_PAGE_NAV_ICON_ENABLED	If this profile value is set to Y then the Health and Safety icon is enabled under My Client Groups, which opens the Health and Safety Landing page. Set this profile value if you want to create and manage safety inspections in addition to safety incidents. If the profile value is set it N ( the default), the Safety Incidents icon displays under My Client Groups, which launches the Safety Incidents page.	N
ORA_HNS_ALLOW_ACCESS_BY_INCIDENT_REPORTER_AND_LOGGEDIN_USER	Enables the incident reporter and the logged in user to access incidents they reported.	Y Note: The profile value is set to N by default.
HNS_KIOSK_SHOW_EVENTS	Enables employees to view the Report an Incident page where they can select the type of event and report an incident.	Y Note: The profile value is set to Y by default.
ORA_HNS_ASSIGNMENT_MANAGER_FOR_RISK_MANAGEMNT_ENABLED	Enables assignment manager for risk management.	Y
ORA_HNS_INSPECTION_AUTO_CLOSE_ENABLED	Enables auto close for safety inspections.	Y, for inspection owner to close the inspection where the reviewer and approver have not yet signed off
ORA_HNS_OVERRIDE_ASSIGNMENT_RULES	If this profile value is set to N then the assignment manager can't override any existing assignments like incident owner, inspection owner. If it's set to Y, the assignment manager can override the existing assignment if the matching rule overrides it.	N

Configuring Email Alerts

You can use the Alerts Composer to send emails or notifications triggered by an event.

The following table describes the alerts you can use with Workforce Health and Safety:

Alert Name	Description
HNS_Worker_Notification_Appointed	Sends an email when an employee is assigned any of these roles: Incident Owner, Reviewer, or Approver Incident Event Owner Incident Investigation Owner, Reviewer, or Approver Incident Action Owner, Reviewer, or Approver
HNS_Worker_Notification_Removed	Sends an email when an employee is removed from any of these roles: Incident Owner, Reviewer, or Approver Incident Event Owner Incident Investigation Owner, Reviewer, or Approver Incident Action Owner, Reviewer, or Approver
HNS_Worker_Notification_Report_Incident	Sends an email to thank an employee for reporting the incident.
HNS_Hlth_Survey_NotifyEmp	Informs logged in user that they submitted a health survey on behalf of an employee or a nonemployee. Informs worker that they have submitted their health survey.
HNS_Injured_or_Ill_Person_Notify_HR_Representative	Notifies HR Representative of Virus, Illness or Injury event.
HNS_Safety_Coordinator_Assigned_Safety_Incident	Notifies safety coordinator added to the Safety Coordinator Section.
HNS_Safety_Coordinator_Removed_Safety_Incident	Notifies Safety Coordinator when they are removed from a safety incident.
HNS_Worker_Notification_Appointed_Security	Notifies worker that they have been assigned any of these cybersecurity roles: Incident owner, reviewer or approver Incident event owner Incident investigation owner, preapprover, reviewer, or approver Incident action owner, preapprover, reviewer or approver Note: To act as a safety coordinator for safety inspections , the person must have the GTG_HNS_MANAGE_ENVIRONMENT_HEALTH_AND_SAFETY_INSPECTION_PRIV privilege assigned to them."
HNS_Worker_Notification_Appointed_Stakeholder	Notifies worker that they have been assigned any of these roles: Incident stakeholder Incident event stakeholder Incident investigation stakeholder Incident action stakeholder
HNS_Worker_Notification_Removed_Stakeholder	Notifies worker that they have been removed from these roles: Incident stakeholder Incident event stakeholder Incident investigation stakeholder Incident action stakeholder
HNS_Worker_Notification_Removed_Security	Notifies worker that they have been removed from these cybersecurity roles: Incident owner, reviewer or approver Incident event owner Incident investigation owner, preapprover, reviewer, or approver Incident action owner, preapprover, reviewer or approver.
HNS_Worker_Notification_Report_Incident_Security	Thanks worker for reporting cybersecurity incident.
HNS_Worker_Notification_Request_An_Ergonomic_Assessment	Notifies Environment Health and Safety Incident Manager that the user has requested an ergonomic assessment.
HNS_Worker_Notification_Appointed_Inspection_Owner	Notifies worker that they have been assigned as an inspection owner.
HNS_Worker_Notification_Appointed_Inspection_Reviewer_Approver	Notifies worker that they have been assigned as either an inspection reviewer or approver.
HNS_Worker_Notification_Appointed_Inspection_Safety_Coordinator	Notifies worker that they have been assigned as an inspection safety coordinator.
HNS_Worker_Notification_Appointed_Inspection_Stakeholder	Notifies worker that they have been assigned as a inspection stakeholder.
HNS_Worker_Notification_Removed_Inspection_Owner	Notifies worker that they have been removed as an inspection owner.
HNS_Worker_Notification_Removed_Inspection_Reviewer_Approver	Notifies worker that they have been removed as an inspection reviewer or approver.
HNS_Worker_Notification_Removed_Inspection_Stakeholder	Notifies worker that they have been removed as an inspection stakeholder.
HNS_Worker_Notification_Removed_Inspection_Safety_Coordinator	Notifies worker that they have been removed as an inspection safety coordinator.

To turn the email alerts on:

1. Click > Navigator > Tools > Alerts Composer.

2. Search the required Workforce Health and Safety Incidents alert name.

3. Click the alert name to open the Edit Event Alert page.

4. Click the Run Options tab.

5. Select the Simulate Run value as No.

6. Click Save and Close.

Note:

Note: Alerts are sent when assignments are made using Assignment Manager for Risk Management.