How to create PPE requirements

A PPE need is the relationship between a type of PPE and an employee: it represents that an employee must receive, inspect, or maintain a specific personal protective equipment. Smart OSH creates these needs automatically based on the relationships between the types of PPE and the scopes or entities of your organisation.

Steps to create PPE needs

1. Access the detail screen of Type of PPE.
2. In the Relationships tab, select one of the types of relationship and click Link.
3. Select the scopes or entities.
4. Click Accept and then Save.

Tip

You can perform this action from the type of PPE or from the scope or entity, interchangeably. Choose the path that best fits your workflow: if you are going to relate many scopes to the same type of PPE, do it from the type; if you want to associate a scope with several types at once, do it from the scope.

Caution

PPE needs are created asynchronously, not immediately. To force their creation, use the Recalculate needs operation available on the detail or list screen of Types of PPE.

How to verify the created needs

You can check the created needs from three places:

• «PPE Needs» tab on the detail screen of Type of PPE.
• «PPE Needs» tab on the detail screen of Employee.
• «PPE Needs» list screen of the module.

Tip

The Recalculate needs operation is also the first response when a user asks “Why don’t my PPE needs appear?”. First, check that the Relationships of the type of PPE are correctly established and then execute the operation.

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Source: M-SO-20-19-01 «PPE User Manual», version 1, 21/12/2020.