Health surveillance
«Health Surveillance» is the summary of medical examinations: what needs resolving, how many appointments, certificates and fitness results there are, and the way into appointments, protocols, certificates and records, which are also in the left-hand menu.
1. Nora's Recommendations: what is pending
At the top, «Nora's Recommendations» lists each pending matter with its figure, the regulation behind it when there is one, and a button that opens the list already filtered. In the demo: 1 expired certificate (RD 843/2011) with «View expired certificates»; 1 unfit worker (LPRL Art. 25) with «View records»; 2 appointments awaiting confirmation with «Manage appointments»; and 1 worker with restrictions with «View restrictions».
A red button marks what stops someone working (expired certificate, unfit); an orange one, what needs follow-up. «Ask Nora» opens the assistant to ask about that alert.
2. Detailed View: what each figure means
Four cards: «Active Protocols» (medical protocols in use), «Scheduled Appointments», «Valid Certificates» and «Fit Workers», which counts workers with a fit result. Below, «Critical Alerts» (red) and «Require Attention» (yellow) repeat the alerts as links: the unfit-workers link opens the health records filtered to unfit.
The row of six figures breaks down «Protocols», appointments «This month» and «Next month», fit «With restrictions», «Pending» results and «Expired» certificates. Red or orange figures need action.
3. Schedule a medical appointment
Under «Quick Actions», click «Schedule Appointment». In “Schedule Medical Appointment” choose the “Employee” and the “Medical Protocol” (in the demo: PVS-GEN periodic general, PVS-INI new starter, PVS-RUIDO noise and PVS-SOLD welding fumes), the date, time, duration, medical centre and doctor, and click “Create”.
The appointment waits for the worker to confirm it; they see it in their own space under “My medical appointments”. Those still unconfirmed appear in the pending-appointments alert at the top.
4. Certificates, protocols and records
«Issue Certificate» records a worker's fitness certificate after their examination; when it expires it appears under «Critical Alerts». «Create Protocol» adds a new medical protocol (the risks it monitors and how often) and «View Records» opens the workforce's health records.
«Management Tools» leads to «Medical Centers», «Anamnesis» (medical history questionnaires), «Lab Results» and «Annual Reports» (the annual health surveillance report).
5. Consent, GDPR and who sees this screen
«GDPR Compliance Features» measures «Consent coverage»: in the demo, 8 of 10 records and appointments have the worker's consent recorded (80%), and the link for the 2 without consent leads to the records so you can complete it. «Export My Data» downloads your own data, not the workforce's. «Recent Activity» sums up upcoming appointments and current fit results.
If your role does not have the People and training module, you see “This module is switched off” instead of this summary. Workers do not come here: they see their appointments and medical status in their own space.