Costpoint Online Help

Contents of the Manage Employee Medical Surveillance Log Screen

Use the fields and options to configure the Manage Employee Medical Surveillance Log screen.

Identification

Field Description
Employee

Enter, or click to select, the employee ID in this field. The employee name displays in field to the right. Costpoint validates your entry against entries made on the Manage Employee Information screen.

Medical Data

Field Description
Medical Test

Enter, or click to select, the code for the medical test that applies to this employee. Costpoint validates the code against the Medical Surveillance table in Costpoint Personnel. The medical test description displays in the field to the right.

Frequency

Select the code that indicates the frequency of this test. Valid values are:

  • Daily
  • Weekly
  • Monthly
  • Semi-Annual
  • Annual
  • Other
Next Due Date

If the Results field is set to Pending in the Details table, this non-editable field displays the next due date for this test, as specified in the Next Due Date field on the Details table.

Comments

Enter any comments you want to record for this row.

Details

Use this table to enter additional information about this medical test for this employee.

Enter medical test information as the information becomes available. Before entering information on this screen, you must first set up medical test codes on the Manage Medical Surveillance Codes screen. You can add to this table at any time, and you can enter an unlimited number of records.

Field Description
Next Due Date

Click on the toolbar. Then enter, or click to select, the date, in MM/DD/YYYY format, on which this medical test is next due for this employee. If you have already entered rows in this table, the date defaults into this field, based on the Frequency you selected. Costpoint calculates the next due dates as follows:

  • Daily: Last date + 1 day
  • Weekly: Last date + 7 days
  • Monthly: Last date + 1 month
  • Semi-Annual: Last date + 6 months
  • Annual: Last date + 1 year
  • Other: No default

If the due date is earlier than the system date, Costpoint displays a warning message. You can override the warning message if the date is the one you want.

Test Date

Enter, or click to select, the date, in MM/DD/YYYY format, on which this test was performed.

  • If you enter a date in this field, the Results field must be Pass or Fail.
  • If you set the Results field to Waived or Pending, you cannot enter a date in this field.
Results

Select the result of this test from the list of values available in the drop-down list. Valid values are:

  • Pass: The employee passed the test.
  • Fail: The employee did not pass the test.
  • Waived: The employee voluntarily waived this test.
  • Pending: The test has not yet been performed.

This option works in conjunction with the Test Date option:

  • If you set this option to Pass or Fail, you must specify a date for the Test Date field.
  • If you set this option to Waived or Pending, you cannot enter a date in the Test Date field.

Only one row in the table can have a results status of Pending.

Medical Facility

Name or describe the medical facility where this test was performed.

Physician Name

Enter the name of the physician who administered or performed this test.

Comments

Enter any comments you want to record for this row.