Managing health checks in Agresso TM Tutorial

One of customers Banverket is working in an industry where regular health checks is one part of certification for employees. To be certified to work on i.e railroad tracks there is a set of business rules that defines how often and what type of health check you are required to do.

The health check requirement is just on of several other checkpoints they need like attending training on safety on rails and a numerous of things. What we want to do is to enable employees and managers to ensure the certification is met an book keep this in in the system.

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Age	Frequency (months)	Type of check
18-40	60	Full
18-40	18	Small
40-55	36	Full
55-	12	Full
Business rules for health check

To accomplish this we need to use competencies/certifications, activates and profiles and configure with these.

Competencies/Certifications

So given the above rules we need two types of health check certifications, one full and one small. So lets start by setting this up. Go the Alternative competence library and click Add alternative competence

Fill in the form with with following data

Name: Regular health check

ID: healthregular

Make the following settings on expiration and click OK, 60 months is the maximum length. We will later add a system jobb that will adjust these based on age (that job needs support from Agresso)

Add another one called Small health check but set the expiration to 18 instead of 60

Now if you do a search on alternative competencies for health it should look like this:

Next we are going to add these to a Competence profile, in this case I am going to create a new profile with just these two but you could of course add them to any profile.

• So go to Competence administration/competence profiles and click add.
• I am going to call my profile “Health check Profile” and click ok
• On the next page I will find my health elements regular and small and check them
• Click ok

Now we are all set up to assign people the requirement for health checks, lets assign the profile to your self, I will go in under find employees and search for myself, click Competence profiles on my row. Right now as you can see I don't have any profiles

Click on add profile and assign me to the Health profile by clicking add, I will also check the current profile since I don't have any other. Click ok.

As you can see above I have 0% fulfillment which is expected. Now you and/or your manager can go in and assign you this competence, this of course is only true if you choose self assessment. That's all right, but also under expired competencies you can now se that you are missing competencies.

So now we have a way to identify the need for health checks on employees that are under 40. Both the employee and mangers can now follow up on what we needs to be done.

Next blog will cover how to set up an activity so when you click the Close Gap button you will be presented with some health check options that will fulfill your gap. And the post after that will cover the job on how to to adjust the expire duration based on age.