Medical examination appointment screen

From Health Surveillance > Medical Examination Calls you can access the management of all calls.

List screen

Displays the set of existing calls with the following sections:

Top filters

The View active filter allows you to narrow the view:

• Active status: calls whose status is “Active” within their detail screen.
• Inactive status: calls whose status is “Inactive”.
• All: active and inactive calls.

Tip

For example, if you manage the calls for the current year, those from the previous year can be marked as Inactive so that they do not appear in the default list.

Top options

Option	Description
New	Creates a new medical examination call.
Delete	Permanently deletes the selected record.
Save / Cancel	Saves or discards the latest changes made.
Refresh	Refreshes the list to see recent records.

Caution

It is not recommended to use “Delete” unless strictly necessary. To hide a call, check Inactive from its detail screen.

Search

You have three types of filters to find records:

• Generic filter (to the right of the title): shows any record containing the entered text.
• Funnel filter (to the right of each column): shows a list of existing values to select.
• Bottom filter (below each column title): allows entering or selecting specific values.

Detail screen

When entering a call, you access all available data, organised into:

• Top options: actions available on the call.
• Main screen content: main data of the call.
• Tabs: complementary actions related to the call (employees, centres, etc.).

Top options in detail screen

Option	Description
New	Creates a new call.
Save	Saves the latest changes made.
Save and close	Saves the changes and returns to the previous screen.
Cancel	Discards the latest changes.
Refresh	Refreshes the content to see changes made by other users.
Operations	Allows Assign all employees not yet assigned to this call.

Note

The operation Assign all employees not yet assigned to this call automatically includes employees who are not assigned to any call or whose Employee next medical examination date field has expired.

---

Source: M-SO-22-04 “Health Surveillance User Manual”, version 1.1, 21/09/2023.