Summary
In short
- An occupational health case record is a record used in KnowHealth that records and tracks a health case from first report through to closure. It is built against Privacy legislation and forms part of the Return to Work programme.
- Raised when a work related health issue arises. Managed by occupational health.
- The template holds 49 fields across 4 sections.
- Privacy legislation is privacy and data protection law. Obligations on holding personal data, including lawful basis, retention and individual rights.
- It connects to the rest of the library: links Worker, Case.
What it is
What it is
What is an occupational health case record?
An occupational health case record is a record used in KnowHealth that records and tracks a health case from first report through to closure. It is built against Privacy legislation and forms part of the Return to Work programme.
When is an occupational health case record completed?
An occupational health case record is completed at the moment the event happens, rather than reconstructed afterwards. Raised when a work related health issue arises.
When to use it
When to use it, and when not to
This record 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 record covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form HCASE-2026-000
- You are running the Return to Work programme and this is one of its steps
- A linked record needs this one to exist: links worker, case
Not for
- Case Progress Review, which reviews how a health case is progressing against its expected timeline.
- Case Closure Record, which closes a health case, recording the outcome and any lasting restrictions.
- Claim Support Record, which records the information provided to support a workers compensation claim.
- Anything outside KnowHealth, which belongs in the workspace that owns that process
Standards
What it is built against
Privacy legislationPrivacy and data protection law
Obligations on holding personal data, including lawful basis, retention and individual rights.
FAQ
Frequently asked questions
What is the occupational health case record template based on?+
It is built against Privacy legislation. Privacy legislation is privacy and data protection law. Obligations on holding personal data, including lawful basis, retention and individual rights.
What sections does the occupational health case record contain?+
There are 4 sections: header, situation, support in place, prevention. Together they hold 49 fields, 30 of which are required.
How often is an occupational health case record raised?+
A new record is raised at the moment the event happens, rather than reconstructed afterwards. Each one is given an ID in the form HCASE-2026-000, so it can be traced and referenced from other records.
Which programme does the occupational health case record belong to?+
It is part of Return to Work. Shorter absences, sustained returns, and work related cases fed back into risk control.
Can the occupational health case record 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.
Holds the occupational health case record library against your registers, routes each record to its owner, and keeps the evidence trail together.
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 KnowHealth — employee wellbeing. Exposure monitoring, health surveillance, case management and return to work.
Meet KnowHealth→Sources
Sources
- Privacy legislation — Privacy and data protection law