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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Health and Safety case form

Safety case manager can use the safety case form to resolve health and safety questions that they receive from employees.

When a health and safety question is submitted, it creates a safety case. Some of the fields on the case form are populated from the request from which it is created.

After the case is assigned, a safety agent fills out the fields on the case from Health and Safety Workspace.

FieldDescription
NumberSystem-generated unique number for the case.
Short descriptionBrief description of the request.
Requested forPerson for whom the information is requested.
CategoryType of the case or employee's question.- Health and safety procedures: Queries related to the organization’s health and safety procedures. - Training: Queries related to health and safety training. - Equipment: Queries related to health and safety equipment. - Injury / Incident related leave: Queries related to leaves due to injuries or incidents and the related return to work considerations. - General inquiry: Any other general health and safety queries.
Related incidents / observationsSafety incident or observation this case is related to.This field appears only when the Health and Safety Incident Management \(sn\_hs\_im\_incident\) application is installed on your ServiceNow instance. For more information, see Install Health and Safety Incident Management.
Return to work case

Option whether this case is related to an employee returning to work after an injury or illness. Only a user with the Return to work case writer [sn_hs_cm.rtw_writer] role can edit this field.A Return to work case is usually opened related to an incident where an employee was injured and required time off to recover.

The following items appear when Yes is selected in this field:

  • Return to work details section on the case form.
  • Leaves and Injury and illness tabs for this case.
Compensation claim case

Option whether this case is related to a to compensation claim.The following sections appear when Yes is selected in this field. Only a user with the Claim case writer [sn_hs_cm.claim_case_writer] role can edit fields in these sections.

  • Employee claim details
  • Closure details
Parent caseParent Health and Safety case ID number this case is related to.
StateState of the case.
Assignment groupSafety assignment group the case is assigned to. If the case isn’t assigned to a user yet, any member of this group can work on the case.
Assigned toUser assigned to this case.
Contact typeMethod to contact the person this information is requested for, such as email or phone number.
DescriptionDetailed description of the case.

Return to work details

The Return to work details section on the Health and Safety case form appears only when Yes is selected from Return to work case. The fields enable you to assess the employee's capability to work before they return from an injury or illness.

Only a user with the Return to work case writer [sn_hs_cm.rtw_writer] role can edit fields in this section.

FieldDescription
Leave categoryReason the employee was away from work.
Expected return dateDate the employee is expected to return to work.
Medical clearance receivedOption to indicate whether a medical clearance is received for the employee before they return to work from an injury or illness returning.
Accommodations neededChanges required to help the employee return to work.
Work restrictionsLimitations identified during the return to work planning for the employee.

Parent Topic:Health and Safety Case Management reference