Examine the referral, reported health conditions, comments, and assessment risks before acting.
For high-risk or complex conditions a deeper, guided assessment can be added. Suggested modules are based on the colleague's reported conditions; you can also add one manually.
Complete this guided assessment with the colleague. As you record functional effects, suggested actions appear that you can add to the reasonable-adjustments plan.
Choose how you will meet the employee, set a date and time, then schedule and notify.
Paste the Teams link from your calendar invite — the recipients' calendar invite uses this as the join URL.
Record what you observed and the actions you recommend. These feed into the assessment letter.
Select equipment, chair/desk configuration, and training resources to include in the letter.
Add an item that isn't in the standard catalogue. It appears in the letter as "Product (Code: …) - Order from Supplier".
Generate, edit and review the letter, then create the PDF, send for review, or close the case.