Who is this article for?

Ideagen EHS users assessing employee health.

Employee health access is required.

Action items allow you to capture any tasks or actions that need to be performed as part of an appointment or employee health investigation.

This article outlines how to add notes to an appointment and is split into the following sections:

1. How to Add Action Items to an Appointment
2. Further Reading

1. How to Add Action Items to an Appointment

1. Click Modules and then Employee Health Management.
2. Click Appointment Central.
3. Browse to the "Appointments" section.

4. Click on the appointment.
5. Click   Add and then Action Item.

6. Complete the required fields.
7. Click Save.

2. Further Reading

• How to Create a Case
• How to Create an Appointment
• How to Use the Calendar View