How does a company add, edit or remove a work restriction for a cardholder?


Work Restrictions can be added to a cardholders profile manually by the Primary Employer of the cardholder, or automatically when a medical assessment results in a work restriction being applied to the cardholder by an Authorised Health Professional.  


This article details how to manually add or edit a work restriction for a cardholder, which includes removing (or de-activating) the work restriction when the restriction no longer applies.


This instruction applies to the following RIW System User Roles: 

  • Employer Admin 
  • Employer Admin - No Payment
  • Helpdesk 


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Search for cardholder

On the Main Dashboard, click on the Search for My People shortcut.

  

 

Step 3: Search Criteria

Complete search criteria to find the cardholder and click on the Search button.

 

 

Step 4: Highlight cardholder

From the returned results, highlight the cardholder row and click on the Edit button.

 


Step 5: Adding a Work Restriction

Select the Work Restrictions tab from the left hand side menu, and then click the Add button and fill out the dialogue box.



  • The Work Restriction field has a drop down selection of available restrictions.
  • The From Date is the date that the restriction is applied to the cardholder's profile.
  • The Review Date is the date the restriction is to be reviewed for potential removal.
  • The Is Active box needs to be ticked for the restriction to be applied.
  • When the Create Risk Assessment box is ticked a further dialogue box will appear for completion.


If a risk assessment is not required to be attached to the work restriction, clicking Save will save the work restriction.


Step 6: Create Risk Assessment (optional)

If the Create Risk Assessment box is ticked, an additional screen will appear to capture details of the risk assessment including any attachments which are required to be uploaded.  Click Save when all information has been entered.





Step 7: End or edit a work restriction

To edit a work restriction, locate the cardholders record as detailed above and click on the Edit button.  From here the notes or the dates can be updated.  However, best practice would be to end the work restriction as it stands, and to create a new work restriction if required.


To end the work restriction, remove the Is Active tick and click Save.



Step 8: View all work restrictions

To view all work restrictions applied to the cardholder, go the the Work Restrictions tab on the left hand side menu, and toggle on the Show All button before clicking Search.  This will display all active and non-active work restrictions applied to the cardholder.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000149995


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.

How does a company add, edit or delete a risk assessment for a cardholder?

The article details how to manually enter a risk assessment as a stand-alone record. Please note that a risk assessment may also be added as part of adding a work restriction to a cardholder.


This instruction applies to the following RIW System user roles: 

  • Advanced Project Admin
  • Employer Admin 
  • Employer Admin - No Payment
  • Helpdesk 


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Search for My People

On the Main Dashboard, click on the Search for My People  shortcut.

  

 

Step 3: Search Criteria

Complete search criteria to find the cardholder and click on the Search button.

 

 

Step 4: Select cardholder

From the returned results, highlight the cardholder row and click on the Edit button.

 


Step 5: Risk Assessments

Select the Risk Assessments tab from the left hand side of the page.



The default view is only active risk assessments.  To view historic risk assessments, click on the Include Historic? tick box and then click Search.


Step 6: Add a Risk Assessment

To add a risk assessment, click on the Add button.  Fill in the required details in the Create Risk Assessment for an Individual dialogue box, including reference number (if applicable), assessment date, restriction, reason and notes.  The risk assessment document may also be uploaded.  Include a review date, and if the risk assessment is active, ensure the Is Active checkbox is ticket.



Step 6: Editing or Deleting a Risk Assessment

If you wish to edit a risk assessment, select it by highlighting the row and clicking the Edit button.  The Edit Risk Assessment for an Individual dialogue box will appear.



All fields can be edited as needed, such as changing the review date, updating the notes.


To delete a risk assessment, de-tick the Is Active tick box.


RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000150092



Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.