Manager Dashboard

How to use this dashboard

Work through anything in Needs Your Review first, track referrals under In Progress with H&S, and find completed assessments under Reviewed. Open any assessment to read it, record local actions, or refer it to the H&S Specialist Team.

Needs Your Review

New assessments awaiting your action — prioritised by risk

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In Progress with H&S

Cases you've referred — being handled by a specialist

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Reviewed

Assessments you've actioned or that H&S has closed

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Department

1Review

2Record Actions

3Refer to H&S

Review the Assessment

Read the employee's assessment and the highlighted actions before deciding what to do.

Highlighted Actions

Health & Wellbeing

Recommended Equipment

Guidance Documents

Record Your Actions

Log any local adjustments you've made (e.g. ordered a footrest, adjusted the chair, repositioned the screen).

Manager Actions

Record any local adjustments made (e.g. ordered footrest, adjusted chair).

Saved!

Refer to H&S for Further Support

If local adjustments aren't enough, refer this employee to the Health & Safety Specialist Team.

When should I refer to Health & Safety?

Refer when local adjustments aren't enough, for example:

The employee has a health condition or disability affecting their workstation
They're still uncomfortable after changes you've made (chair, footrest, screen, etc.)
Specialist equipment or a tailored workstation assessment is needed
You're unsure what reasonable adjustments are appropriate

What happens after you refer?

A H&S specialist covering this hospital is notified by email
They contact the employee to arrange an assessment (on-site or via Teams)
Track progress in the In Progress with H&S section of your dashboard
Their findings and recommendations appear here once the case is resolved

Writing a good referral: include what you've already tried, the specific concern, any health information the employee has shared, and any deadlines (e.g. a phased return). The more detail you give, the faster H&S can help.

Refer this case