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

Health and Safety action form

Safety agents can use the Health and Safety action form to assign an action for a safety incident or observation.

For more information, see Add an action for a safety incident or observation.

FieldDescription
Health and Safety taskParent Health and Safety record this action is related to.If the action belongs to an existing safety record such as an injury or risk assessment, select that record.
StateState of the action.
NumberSystem-generated unique number for the action.
Assignment groupUser group responsible for this action.
Assigned toUser responsible for this action.
LocationLocation this action item applies to.
Due dateDate by when this action should be complete.
Type

Type of the action.- Corrective: An action to eliminate the causes of non-conformities or undesirable situations to stop them from happening again. - Preventive: An action to prevent the occurrence of such non-conformities. - Task: A generic task assigned as an action. - Learning: An action that includes a learning for the user, for example, completing a training.

Note: The Learning option in this field appears only when the Learning Core (sn_lc) application is installed on your instance. For more information, see Additional features in Health and Safety.

Learning material

Learning material for the training, for example, knowledge article or URL for a training video.This field appears if the Type is set as Learning.

Note: This field lists the learning content created in Learning Core. For more information, see Managing course and catalog content.

Short descriptionBrief description of the action.
DescriptionDetailed description about this action.

Parent Topic:Health and Safety Core reference

Related topics

Components installed with Health and Safety Core

Health and safety action schedule form

Health and Safety profile form

Health and Safety document version form

Health and Safety report field mapping form

Health and Safety meeting form

Health and Safety meeting attendee form