Knowella

Health Surveillance Compliance Review

Checks that scheduled health assessments are actually happening on time. Run quarterly. Carried out by occupational health. Missed surveillance is a common and easily avoidable regulatory finding.

KnowHealthReviewHLT-015Pinned in navigation
Completed by
Carried out by occupational health
Raised
At the review interval, and after any trigger event

Summary

In short

  • A health surveillance compliance review is a review used in KnowHealth that checks that scheduled health assessments are actually happening on time. It is built against OSHA and forms part of the Occupational Health Surveillance programme.
  • Run quarterly. Carried out by occupational health.
  • The template holds 43 fields across 4 sections.
  • Scoring is compliance percent, where high is good.
  • OSHA is occupational Safety and Health Administration. The United States workplace safety regulator. Its standards are law where they apply.
  • It connects to the rest of the library: links Surveillance Plan.

What it is

What it is

What is a health surveillance compliance review?

A health surveillance compliance review is a review used in KnowHealth that checks that scheduled health assessments are actually happening on time. It is built against OSHA and forms part of the Occupational Health Surveillance programme.

When is a health surveillance compliance review completed?

A health surveillance compliance review is completed at the review interval, and after any trigger event. Run quarterly.

When to use it

When to use it, and when not to

This review is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.

Use it for

  • The event or activity this review covers has occurred, or is about to
  • A new record is needed; each one gets its own ID in the form HSC-2026-000
  • You are running the Occupational Health Surveillance programme and this is one of its steps
  • A linked record needs this one to exist: links surveillance plan

Not for

  • Health Surveillance Plan, which sets out which workers need which health checks, how often and why.
  • Pre-Placement Health Assessment, which assesses whether a worker can safely perform the physical demands of a role, before they start.
  • Periodic Health Assessment, which a scheduled health check for workers exposed to specific hazards.
  • Anything outside KnowHealth, which belongs in the workspace that owns that process

Standards

What it is built against

OSHAOccupational Safety and Health Administration

The United States workplace safety regulator. Its standards are law where they apply.

FAQ

Frequently asked questions

What is the health surveillance compliance review template based on?+

It is built against OSHA. OSHA is occupational Safety and Health Administration. The United States workplace safety regulator. Its standards are law where they apply.

What sections does the health surveillance compliance review contain?+

There are 4 sections: header, compliance, findings across the population, programme quality. Together they hold 43 fields, 32 of which are required.

How often is a health surveillance compliance review raised?+

A new record is raised at the review interval, and after any trigger event. Each one is given an ID in the form HSC-2026-000, so it can be traced and referenced from other records.

Which programme does the health surveillance compliance review belong to?+

It is part of Occupational Health Surveillance. A monitoring plan per exposure group, with surveillance findings feeding back into the controls.

How is a health surveillance compliance review scored?+

Scoring is compliance percent. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.

Can the health surveillance compliance review template be changed?+

Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.

The agents

What the agents do with it

The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.

KnowHealth

Holds the health surveillance compliance review library against your registers, routes each record to its owner, and keeps the evidence trail together.

Ella

Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.

This template lives in KnowHealthemployee wellbeing. Exposure monitoring, health surveillance, case management and return to work.

Meet KnowHealth

Sources

Sources

  • OSHA — Occupational Safety and Health Administration

KnowHealth

Also in Health Surveillance

6Browse the whole library
Plan

Health Surveillance Plan

Sets out which workers need which health checks, how often and why. Written once and reviewed yearly. Owned by occupational health. Driven by exposure assessment rather than by habit or convenience.

Assessment

Pre-Placement Health Assessment

Assesses whether a worker can safely perform the physical demands of a role, before they start. Run at hire or role change. Carried out by an occupational health provider. Focused on job demands, never on general health screening.

Assessment

Periodic Health Assessment

A scheduled health check for workers exposed to specific hazards. Run to the schedule in the surveillance plan. Carried out by an occupational health provider. Results are held confidentially, with only fitness status shared with the employer.

Assessment

Exit Health Assessment

Records a worker's health status when they leave a role with hazardous exposure. Run at exit or role change. Carried out by an occupational health provider. Protects both the worker and the employer if a claim arises years later.

Record

Health Referral Record

Records a referral to occupational health, with the reason and what is being asked. Raised by a manager or the worker. Managed by HR or occupational health. Kept separate from the medical outcome, which stays confidential.

Record

Vaccination Record

Records vaccinations offered and given where a role carries biological risk. Updated as vaccinations are given. Managed by occupational health. Participation is voluntary and declines are recorded without pressure.

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