Medical check-up management
To manage medical examinations, go to the HR > Medical Examinations tab on the main dashboard.
Then click on the Medical examination types button.
Creating a new type of medical examination
Click the Add Type button to create a new tour template.
Add a medical exam template by filling in all the required details:
- select the category of the examination - you can create this category in advance in the code list management (main system settings > Code list items > Medical examination categories code list
- if the inspection is periodic, enter its monthly period
- if the monthly period is different for employees of a certain age category, enter the relevant age
- choose which people will be sent a notification about the tour expirationThe default notification about the validity of the inspection is sent 1 month before expiration .
If you want to be notified at a different time, you can create a Custom Notification .
The notification always takes into account the latest medical examination record of a specific employee. - select the request templates that should be linked to this type of examination (you can save the templates in advance in the Document Management module as files with the type = Request for medical examination )
If you do not select any request template , i.e. leave this field empty, then when generating a request for a medical examination, all documents that are stored in the Document Management module as files with the type = Request for a medical examination will be offered.
