Health and safety action schedule form

  • Release version: Zurich
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Health and Safety Action Schedule Form

    The Health and Safety action schedule form enables safety teams to create and assign actions based on predefined conditions. This form is essential for managing health and safety tasks, corrective and preventive actions, and learning activities within specific locations and user groups. To use this form effectively, the action schedule must be active and configured with appropriate parameters.

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    Key Features

    • Short description: Provides a brief overview of the action schedule.
    • Active status: Marks the schedule as available to generate and assign actions.
    • Location: Specifies where the action applies and assigns it to users at that location.
    • Type of action: Includes Corrective, Preventive, Task, and Learning actions; the Learning type requires the Learning Core application.
    • Learning material: Links to training content such as knowledge articles or videos, visible only when Learning is selected.
    • Days to complete: Sets the due date by defining how many days users have to complete the action after assignment.
    • Assignment conditions: Uses a condition builder to assign actions to users with the Health and Safety profile based on specific criteria.
    • Recurring actions: Allows scheduling of actions to recur at set frequencies (daily, weekly, monthly), with detailed options to specify exact days or months.

    Recurring Action Scheduling Details

    • Frequency: Defines how often an action is generated (daily, weekly, or monthly).
    • Weekly options: Select specific weekdays for action generation.
    • Monthly options: Choose specific months and days for recurring actions, with automatic adjustment if the month has fewer days.

    Practical Use for ServiceNow Customers

    This form helps you automate the assignment and tracking of health and safety actions, ensuring compliance and timely completion. By configuring the action schedule with precise conditions, you can target the right users based on location and profiles, and manage recurring tasks efficiently. Integration with Learning Core enhances training management by linking learning actions directly to your health and safety initiatives.

    Safety team can use the action schedule form for actions to be created and assigned based on defined conditions.

    For information on setting up a health and safety action schedule, see Create a Health and Safety action schedule.

    Table 1. Health and Safety action schedule
    Field Description
    Short description Brief description about this action schedule.
    Active Option for marking the action schedule available for use.

    An action schedule must be active for actions to be created and assigned to people.
    Location Location that this action item applies to. The action is assigned to the people at this location.
    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 help prevent the occurrence of 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 only when Learning is selected from Type.

    Note:
    This field lists the learning content created in Learning Core. For more information, see Managing course and catalog content.
    Days to complete action after creation Number of days by when this action should be complete after it's generated and assigned to a user.

    This field sets the due date of the created action.
    Assign to Users with the Health and Safety profile the generated actions are assigned to.

    Use the Set conditions builder in this field to define the criteria for assigning this action to specific individuals. For more information, see Create a Health and Safety action schedule.
    This is recurring action Option for marking this action as recurring.

    When this option is selected, the Duration details section and fields appear.

    The following duration details section appears only when the action schedule is set as recurring.

    Table 2. Duration details
    Frequency Frequency at which the system generates an action record such as daily, weekly, or monthly.
    Weekly Weekday when the recurring action records should be generated.

    You can select which particular day of the week to generate action records for—The action doesn't have to be created every day in the week.

    This field appears only when Frequency is set as Weekly.
    Months to generate Months when the recurring action records should be generated.

    You can select which particular months to generate action records for—The action doesn't have to be created every month.

    This field appears only when Frequency is set as Monthly.
    Day Day of the selected month when the schedule should run to generate the recurring action records.

    If the selected month has fewer days, the schedule will run on the last day of the month.

    This field appears only when Frequency is set as Monthly.