HSE.myUser Guide

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People & occupational health

Manage occupational hygiene, exposure, health programmes and competency evidence with appropriate confidentiality.

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HEALTH

People & occupational health

Manage occupational hygiene, exposure, health programmes and competency evidence with appropriate confidentiality.

Typical authorized rolesHSE Manager, Hygiene Coordinator, Competent Assessor, Occupational Health Practitioner and Calibration CoordinatorExact access is controlled by the organization’s RBAC configuration and organization-unit scope.
DESKTOPChoose the category from the rail → open a module register → select Open workspace.
MOBILETap More → search/select a module → open the register or workspace.
CONTROLSave details first → attach evidence at source → take only the next permitted workflow action.
01 HEALTHChemicalsControl chemical identity, classification, location, quantity and inventory movement.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, CAS number.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

HSE Manager, Hygiene Coordinator, Competent Assessor, Occupational Health Practitioner and Calibration Coordinator. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to control chemical identity, classification, location, quantity and inventory movement The authorized user opens Chemicals, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for Chemicals. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Chemicals. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/chemicals
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Chemicals.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

02 HEALTHSafety Data SheetsMaintain approved, language-appropriate and current SDS versions linked to chemicals.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, Version.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

HSE Manager, Hygiene Coordinator, Competent Assessor, Occupational Health Practitioner and Calibration Coordinator. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to maintain approved, language-appropriate and current SDS versions linked to chemicals The authorized user opens Safety Data Sheets, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for Safety Data Sheets. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Safety Data Sheets. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/sds
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Safety Data Sheets.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

03 HEALTHCHRARecord competent-person chemical health-risk assessment, exposure groups and recommendations.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, CHRA assessor credential.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

HSE Manager, Hygiene Coordinator, Competent Assessor, Occupational Health Practitioner and Calibration Coordinator. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to record competent-person chemical health-risk assessment, exposure groups and recommendations The authorized user opens CHRA, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for CHRA. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for CHRA. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/chra
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select CHRA.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

04 HEALTHExposure and SamplingPlan calibrated industrial-hygiene sampling and record traceable laboratory results.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, Related CHRA.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

HSE Manager, Hygiene Coordinator, Competent Assessor, Occupational Health Practitioner and Calibration Coordinator. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to plan calibrated industrial-hygiene sampling and record traceable laboratory results The authorized user opens Exposure and Sampling, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for Exposure and Sampling. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Exposure and Sampling. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/exposure-sampling
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Exposure and Sampling.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

05 HEALTHNoise Risk AssessmentSeparate self-screening from competent professional noise-risk assessment.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, Assessment level.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

HSE Manager, Hygiene Coordinator, Competent Assessor, Occupational Health Practitioner and Calibration Coordinator. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to separate self-screening from competent professional noise-risk assessment The authorized user opens Noise Risk Assessment, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for Noise Risk Assessment. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Noise Risk Assessment. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/nra
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Noise Risk Assessment.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

06 HEALTHErgonomic Risk AssessmentControl initial and advanced ergonomic assessments with professional status made explicit.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, Assessment level.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

HSE Manager, Hygiene Coordinator, Competent Assessor, Occupational Health Practitioner and Calibration Coordinator. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to control initial and advanced ergonomic assessments with professional status made explicit The authorized user opens Ergonomic Risk Assessment, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for Ergonomic Risk Assessment. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Ergonomic Risk Assessment. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/era
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Ergonomic Risk Assessment.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

07 HEALTHIndoor Air QualityGuide inspection, professional assessment, rectification and independent verification.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, Assessment level.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

HSE Manager, Hygiene Coordinator, Competent Assessor, Occupational Health Practitioner and Calibration Coordinator. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to guide inspection, professional assessment, rectification and independent verification The authorized user opens Indoor Air Quality, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for Indoor Air Quality. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Indoor Air Quality. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/iaq
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Indoor Air Quality.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

08 HEALTHHealth SurveillanceManage exposure-based surveillance programs without exposing clinical payloads.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, Surveillance type.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

HSE Manager, Hygiene Coordinator, Competent Assessor, Occupational Health Practitioner and Calibration Coordinator. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to manage exposure-based surveillance programs without exposing clinical payloads The authorized user opens Health Surveillance, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for Health Surveillance. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Health Surveillance. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/health-surveillance
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Health Surveillance.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

09 HEALTHRestricted Medical RecordsStore minimum necessary clinical records accessible only to authorized occupational-health practitioners.

What you can do

  • Access only the minimum clinical record information needed for your authorized work.
  • Keep clinical details within the restricted practitioner workspace.
  • Do not export, print or share restricted health information outside policy.

Authorized role examples

Authorized occupational health practitioner only; access is restricted by role and organization-unit scope.

Example scenario

Example: A site needs to store minimum necessary clinical records accessible only to authorized occupational-health practitioners The authorized user opens Restricted Medical Records, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Only authorized occupational-health users can open the protected record; do not expose clinical information in general workspaces.

Annotated desktop HSE.my guide screen for Restricted Medical Records. Highlighted click target: Open authorized record.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Restricted Medical Records. Highlighted tap target: Open authorized record.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/medical-records
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Restricted Medical Records.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

10 HEALTHFit-for-WorkPublish only work-fitness status and restrictions while clinical findings remain restricted.

What you can do

  • Record work-status suitability only; avoid unnecessary clinical detail.
  • Use authorized practitioner/reviewer workflow and retain decision history.
  • Link to readiness where policy requires, without exposing medical information to general users.

Authorized role examples

Authorized occupational health practitioner and permitted readiness reviewer; no general clinical-data access.

Example scenario

Example: A site needs to publish only work-fitness status and restrictions while clinical findings remain restricted The authorized user opens Fit-for-Work, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Record only the permitted work-status information; clinical detail stays in the restricted practitioner workspace.

Annotated desktop HSE.my guide screen for Fit-for-Work. Highlighted click target: Save work status.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Fit-for-Work. Highlighted tap target: Save work status.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/fit-for-work
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Fit-for-Work.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

11 HEALTHProfessional CredentialsValidate assessor scope, registration and validity before professional work is accepted.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, Professional.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

HSE Manager, Hygiene Coordinator, Competent Assessor, Occupational Health Practitioner and Calibration Coordinator. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to validate assessor scope, registration and validity before professional work is accepted The authorized user opens Professional Credentials, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for Professional Credentials. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Professional Credentials. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/professional-credentials
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Professional Credentials.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

12 HEALTHCalibration ManagementControl instrument identity, calibration certificates, traceability and expiry.

What you can do

  • Create or amend the record while your role and the current workflow state permit it.
  • Capture the controlled particulars: Organization Unit, Title, Description, Instrument reference.
  • Add source-specific retained details, evidence and location where applicable.
  • Submit, review, approve, print or supersede through the controlled workflow.

Authorized role examples

HSE Manager, Hygiene Coordinator, Competent Assessor, Occupational Health Practitioner and Calibration Coordinator. Roles must be active and scoped to the relevant organization unit.

Example scenario

Example: A site needs to control instrument identity, calibration certificates, traceability and expiry The authorized user opens Calibration Management, completes the controlled record and follows the required workflow.

ANNOTATED CLICK GUIDE

Complete the active tab, then use the highlighted action only when your role and workflow state allow it.

Annotated desktop HSE.my guide screen for Calibration Management. Highlighted click target: Save details.
DesktopHighlighted control shows where the next controlled action begins.
Annotated mobile HSE.my guide screen for Calibration Management. Highlighted tap target: Save details.
MobileUse the same controlled step from the field-ready layout.
Workspace route after sign-in/workspace/health/calibrations
Mobile path
  1. Tap Health in the bottom navigation, or tap More to open the module picker.
  2. Use search in the module picker, then select Calibration Management.
  3. On the register, tap Open Workspace for the record or use New only when your role allows it.
Controlled-record rule

Hard delete is never the normal lifecycle for a controlled record. Once used, submitted, approved, linked, printed or evidenced, use amendment, revision, void, retirement, archive or supersede with a reason.

COMMON CONTROL PATTERN

Use the right workspace for the next action

Illustration of a controlled workspace with tabs and workflow action
Workspace actionsUse Edit, evidence, workflow and print only when shown for your role/state.
Illustration of evidence linked to CAPA and verification
Evidence and CAPAKeep facts at source and actions in CAPA for traceable closure.

NEED HELP?

Share the record reference, workspace URL and displayed error reference.

Do not include restricted medical, identity or personal data in a support request.

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