Opas user guide

Pre Placements Manager Process

OPAS MANAGEMENT REFERRAL – MANAGERS PROCESS

Contents

Introduction
Using the OPAS System
HR Dashboard
Pre-Placement Dashboard
Creating a new Pre-Placement
Applicant Questionnaire Completion
Occupational Health Triage
Initial Consultation
Completing the Pre-Placement
Sending Notification to HR
Video Run Through

INTRODUCTION

This guide is to details how a user of the OPAS G2 uses Pre-Placements Configuration in OPAS.

The guide will explain the following information:

Using the OPAS System
Pre Placement DAshboard
Creating a new Pre-Placements
Applicant Questionnaire completion
Occupational Health Triage
Discharge
Arrange Consultation
Initial Consultation
Completing the Pre-Placement

USING THE OPAS G2 SYSTEM

Use the Menu on the left-hand side as the main navigation through the system.
This user guide focuses on Pre-Placements from the Manager point of view.

HR DASHBOARD

Log in as a HR.
Upon logging in, the HR Dashboard will display

To Resume/review any ongoing cases select ‘Open' from the active Pre-Placements list.
Please Note – Depending on the given permissions, a HR licence can either see the Pre-Placements raised by the user or all pre-placements raised in the organisation.
Please Note – to expand the active pre-placements selection select ‘See More'.

PRE-PLACEMENT DASHBOARD

To view the Pre-Placement dashboard:

Select ‘Pre-Placement’ from the left hand Referrals menu.

All recently finished, Pending, issued to applicant, in progress, archived and withdrawn are listed here.

Its also here you can create a new Pre-placement.

CREATING A NEW PRE-PLACEMENT

Select 'Pre-Placement' from the left hand Referrals menu.

Select 'Create' at the top right of the screen.

A new started Health Questionnaire will open

Complete all applicant and position applied for details.
Complete all questions regarding ‘Job Risks & Tasks’.

Once completed select ‘Issue to applicant’ from the top right.

Confirm that the pre-placement is ready to be issued to the applicant.

Select ‘Submit’

Confirmation of saving the pre-placement along with notification that any relevant emails have been sent will display.

Select 'Continue'

The Pre-Placement Dashboard will display.

The Questionnaire that has been sent to the applicant will display under ‘Issued to Applicant’.

APPLICANT QUESTIONNAIRE COMPLETION

The applicant will receive a prompt email

Select ‘Load Record’.
The data protections an handling message will display

Select ‘Continue’.

APPLICANT QUESTIONNAIRE COMPLETION

The applicant will receive a prompt email

Select ‘Load Record’.
The data protections an handling message will display

Select ‘Continue’.

Please Note – If the applicant moves away from the questionnaire before submission, they will loose their entered data.

The questionnaire will display for completion.

At the end of the questionnaire the applicant will be asked to complete the Declaration prior to submitting the form.

Once completed, select ‘Submit Form’
On submitting if any mandatory fields are not completed these will be highlighted.

Complete the missing fields and submit the form.
The screen will prompt the form is being submitted.

Confirmation of the completion will display.

The questionnaire has now been submitted back to OH for processing.

The applicant will receive an email to confirm the questionnaire has been submitted.

DOWNLOADING THE EMPLOYEES CERTIFICATE

Steps to Download Your Certificate of Suitability from OPAS

Open Employee Details
Navigate to the employee's details in OPAS.
Access the Communications Tab
Click on the "Communications" tab within the employee's details.
Find the Certificate Option
Click on the Blue "Email, letter or text" button.

Download the Certificate
Click on the Green "Download" button to download a copy of the Certificate of Suitability.

Further Support

For any other support issues or queries please contact Clarity Occupational Health

Email: techsupport@clarityocchealth.co.uk

Tel: 0161 443 0660

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