Participation categories

Each employee participation belongs to a category that determines its behaviour (who is notified and which fields are mandatory).

Default categories

By default, Smart OSH offers these categories, which any organisation can modify or expand:

• Risk communication
• Non-conformity
• Opportunity
• Proposal
• Suggestion

Category types

Each category belongs to one of these three types, which affect the workflow and those responsible:

• It is a Non-conformity: it is treated directly as a non-conformity.
• It is an Opportunity: it is treated directly as an opportunity.
• It is neither Non-conformity nor Opportunity: any other category (suggestion, proposal, risk communication, etc.).

Register a category

1. Go to Leadership and employee participation → Settings → Participation categories.
2. Click New.
3. Fill in the category details and click Save.

Caution

• The name is a mandatory field.
• If you do not check either It is a non-conformity or It is an opportunity, the category will be considered of the third type (neither non-conformity nor opportunity).
• The description is not mandatory, but it is recommended to fill it in.

Modify a category

1. Go to Leadership and employee participation → Settings → Participation categories.
2. Enter the category you want to modify.
3. Change the details and click Save.

Note

If you modify the checks It is a non-conformity or It is an opportunity, the programme will act accordingly from that moment on (existing records keep their previous behaviour, but new ones will follow the new configuration).

---

Source: M-SO-20-12-01 «User manual – Leadership and employee participation», version 1, 08/09/2020.