Summary
In short
- A periodic health assessment is an assessment used in KnowHealth that a scheduled health check for workers exposed to specific hazards. It is built against OSHA substance specific standards and forms part of the Occupational Health Surveillance programme.
- Run to the schedule in the surveillance plan. Carried out by an occupational health provider.
- The template holds 45 fields across 4 sections.
- Scoring is fit, fit with limits, unfit.
- OSHA substance specific is substance specific health standards. Individual standards for named substances, each with its own exposure limit and control regime.
- It connects to the rest of the library: links Worker, SEG.
What it is
What it is
What is a periodic health assessment?
A periodic health assessment is an assessment used in KnowHealth that a scheduled health check for workers exposed to specific hazards. It is built against OSHA substance specific standards and forms part of the Occupational Health Surveillance programme.
When is a periodic health assessment completed?
A periodic health assessment is completed when the task, area or population being assessed is new or has materially changed. Run to the schedule in the surveillance plan.
When to use it
When to use it, and when not to
This assessment 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 assessment covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form PHA-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 worker, seg
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.
- Exit Health Assessment, which records a worker's health status when they leave a role with hazardous exposure.
- Anything outside KnowHealth, which belongs in the workspace that owns that process
Standards
What it is built against
OSHA substance specificSubstance specific health standards
Individual standards for named substances, each with its own exposure limit and control regime.
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 periodic health assessment template based on?+
It is built against OSHA substance specific standards. OSHA substance specific is substance specific health standards. Individual standards for named substances, each with its own exposure limit and control regime. OSHA is occupational Safety and Health Administration. The United States workplace safety regulator. Its standards are law where they apply.
What sections does the periodic health assessment contain?+
There are 4 sections: header, assessment carried out, findings, consequences. Together they hold 45 fields, 31 of which are required.
How often is a periodic health assessment raised?+
A new record is raised when the task, area or population being assessed is new or has materially changed. Each one is given an ID in the form PHA-2026-000, so it can be traced and referenced from other records.
Which programme does the periodic health assessment 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 periodic health assessment scored?+
Scoring is fit, fit with limits, unfit. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the periodic health assessment 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 periodic health assessment 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
- OSHA substance specific — Substance specific health standards
- OSHA — Occupational Safety and Health Administration