Configure Health and Safety

Configure the Health and Safety business unit to enable employees to submit and manage health and safety‑related requests.

Before you begin

Role required: admin, sn_cbs.admin

Procedure

1. Navigate to Admin > Admin Home.

2. On the Core Business Suite Foundation card, select View product overview.

3. In the configuration insights section, select Configure.

   The Configure Core Business Suite page opens in the configuration console.

4. From the configuration summary navigation menu, select Health and Safety.

   Alternatively, select Continue on the Health and Safety tile.

   Configure the following settings as needed:

   • Intake forms (preconfigured by default)
   • Manage groups
   • Role assignment
   • Notifications (preconfigured by default) Note: By default, only the admin can configure the manage groups or role assignment.

5. Customize an existing intake form or create intake forms to collect Health and Safety requests.

   The following intake form is preconfigured by default:

   Intake form	Description
   Health and Safety request	Get help with risk or compliance issues or submit general health and safety questions.

   • To customize an existing intake forms, select the Edit icon.

   • To create an intake form, select Create new. For more information, see Catalog Builder.

     Note: Create intake forms directly in the new instance. Moving intake forms configurations to a new instance using an update set isn’t supported.

   • After customizing or creating an intake form, select Mark as configured.

   • Manage groups to organize users who handle health and safety requests, manage content, and configure access.

   • Default groups

     The following groups are preconfigured with associated roles:

     Health and Safety groups	Description
     Health and Safety request handlers	Receive, assign, and respond to Health and Safety requests.
     Health and Safety administrators	Manage Health and Safety roles, processes, and tools.
     Health and Safety Employee Center managers	Manage support topics, quick links, and knowledge articles in the Employee Center.

     To assign users to a default group:

     1. Select Assign people icon next to the group name.
     2. In the assign people to this group field, search for and select users.
     3. Select Save.

     4. On the mange groups page, select Mark as configured.

        • Create custom groups to organize your Health and Safety team.

     5. Select Create Group.

     6. On the form, fill in the fields.

        Field	Description
        Group name	Name used to identify the group within the business unit.
        Group manager	Person responsible for managing the group.
        Group description	Brief description of the group’s purpose.
        Assign people to this group	People that you add as group members.
        Assign role	Roles assigned to group members.

     7. Select Save.

     8. On the mange groups page, select Mark as configured.
     9. Assign roles to give groups the required access.

   • Select a role.

   • Select Assign groups.
   • Select the group from the list.
   • Select Update.
   • On the role assignment page, select Mark as configured.

   • Configure notifications sent through Email, Portal, and Workspace to users about submitted or assigned Health and Safety requests.

   • To create an email notification, see Create an email notification.

   • To create Portal or Workspace notification, see Trigger conditions form.
   • After configuring notifications, select Mark as configured.

Parent Topic:Configure Core Business Suite using guided setup