Sustainability & Risk/ Health & Safety / Work Categories / Track Work Categories task

Define the Medical Monitoring, PPE, and Training Requirements for a Work Category

Once you define your work categories (using the Background Data / Define Work Categories task ), you must assign to the category the PPE , training program , and medical monitoring requirements that employees of this category must meet.

For example, custodians may require the following:

  • PPE: Work Shoes, Safety Goggles, Back Brace
  • Training : Boiler Maintenance, Boiler Refresher, Avoiding Falls
  • Medical Monitoring : Yearly Physical, Hearing Test

Accordingly, you would assign these requirements to the Custodian work category. All custodians (employees assigned to the Custodian work category) must then meet these requirements.

When associating requirements with a work category, you should be sure to first familiarize yourself with practices at your site as well as the various requirements and their details. The PPE, training, and medical monitoring requirements specify very detailed information, such as the schedule pattern, renewal procedures, specific equipment or chemical substance related to a training requirement, and so forth. When associating requirements with work categories, you must be sure to assign the correct requirements to each work category.

For example, practices at your site may dictate that you have three types of training concerning asbestos:

  • general awareness for all employees
  • response procedures for all department heads
  • EPA reporting procedures for maintenance supervisors

Accordingly, the safety manager defines three distinct training requirements concerning asbestos. If the maintenance manager needs to take all three training classes so that they have a complete picture of asbestos awareness-related procedures, you must be sure to choose all three training requirements for the maintenance manager work category.

If details are repeated between work two categories and an employee is assigned to both these work categories, the system will detect the duplication. This is particularly important for equipment. For example, suppose safety goggles PPE is assigned to both the Lab Tech and Lab Clerk work categories. If an employee is assigned to both these work categories and you generate PPE items for the employee, the system will notify you of the duplication and not make two assignments of safety goggles.

To associate a requirement with a work category:

  1. Select the Work Categories / Track Work Categories task.
  2. In the left pane, choose the work category for which you want to define safety program requirements. The system highlights this record to remind you of the work category to which you are assigning requirements.
  3. In the right pane, review the requirements already associated with this category by paging through the Training, PPE, and Medical Monitoring tabs.
  4. For the requirement that you want to add, move to the appropriate tab (Training, PPE, or Medical Monitoring) and select Add New.
  5. In the bottom pane, use the ellipses button to access a list of existing items and select the desired training program, PPE type, or medical monitoring item.
  6. Click Save, and the system adds this item to the work category and displays it in the upper pane.

To disassociate a requirement with a work category:

As Health & Safety practices evolve, you may find that you need to disassociate a requirement with a work category. For example, if your employees take a refresher class each year on working with a specific manufacturing chemical and your company no longer uses this chemical, there is no need for employees to take this training.

  1. Select the Work Categories / Track Work Categories task.
  2. In the left pane, choose the work category for which you want to change safety program requirements.

  3. In the right pane, review the requirements already associated with this category by paging through the Training, PPE, and Medical Monitoring tabs.

  4. For the requirement that you want to remove, move to the appropriate tab and select the item's check box.
  5. Click Delete Selection.
  6. Click Yes the Delete Confirmation dialog; the system removes this item from the list.

Note: If you disassociate a requirement with a work category, you affect future scheduling of requirements for employees assigned this work category. Any requirements already scheduled for employees of this work category will remain in effect.

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Assigning Safety Program Requirements to Employees Using Work Categories