Action schedule form for an exposure

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Action schedule form for an exposure

    The Action Schedule form enables industrial hygienists to create and manage actions related to active exposures within your organization. It ensures that corrective, preventive, task-based, or learning actions are assigned appropriately to affected individuals, helping to address or prevent health and safety risks. This form is integral to enforcing timely and recurring actions tied to exposure assessments.

    Show full answer Show less

    Key Features

    • Short Description: Provides a brief overview of the action to be performed.
    • Active Status: Marks the action schedule as available for use; only active schedules generate and assign actions.
    • Location: Automatically set based on the exposure assessment location to assign actions to people at that site.
    • Type of Action: Defines the nature of the action—Corrective, Preventive, Task, or Learning. The Learning type is available when the Learning Core application is installed, allowing assignment of learning materials such as training videos or knowledge articles.
    • Learning Material: Specifies the training content linked to Learning type actions, integrating with Learning Core content management.
    • Days to Complete: Sets the deadline for completing the assigned action after creation, establishing clear due dates.
    • Recurring Actions: Allows marking actions as recurring, revealing duration details to schedule actions at regular intervals.

    Recurring Action Scheduling

    When an action is marked as recurring, additional scheduling options become available to define frequency and timing:

    • Frequency: Choose how often the system generates action records—daily, weekly, or monthly.
    • Weekly Frequency: Select specific weekdays when actions should be generated, allowing flexible scheduling within a week.
    • Monthly Frequency: Specify which months and which day of the month the action records should be created. If a selected month has fewer days, the schedule defaults to the last day.

    Practical Benefits for ServiceNow Customers

    This form streamlines the management of exposure-related actions, ensuring accountability and compliance by automating assignment and scheduling. It supports different action types including training, which integrates with Learning Core for enhanced health and safety education. By setting due dates and recurring schedules, your organization can maintain ongoing vigilance and responsiveness to workplace exposures.

    The industrial hygienist can use the action schedule form for an action to be created when there's an active exposure.

    For information on setting up an action schedule for an exposure, see Define an action schedule for affected people.

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

    An action schedule must be active for actions to be created and assigned to the affected people.
    Location Location that this action item applies to. The action is assigned to the affected people at this location.

    This field is automatically set to the location of the exposure assessment.
    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 assigned action.
    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
    Field Description
    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.