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Medical Surveillance

Occupational health surveillance exams — baseline, periodic and exit — and the fitness outcome each one produces.

Last updated 6 September 2026 · v1

Overview

The Medical Surveillance register tracks occupational health examinations — baseline (on starting a role with a health risk exposure), periodic (repeated at an interval), and exit (on leaving that role) — and the fitness-for-work outcome each one produced.

Note: the product's navigation and this documentation call this module "Medical Surveillance"; the underlying data model uses the term "medical examination" for each individual record — the two names refer to the same thing.

Why it matters

Occupational health surveillance exists to catch work-related health effects early enough to act on them, and to establish a documented fitness status before, during and after an exposure period. A register that tracks exam type and next-due date the same way as any other statutory deadline means surveillance intervals don't rely on someone's memory of when the last exam happened.

How it works

Each examination record captures who was examined, what type of exam it was, when it happened, when the next one is due, and the resulting fitness status — fit, fit-restricted, or unfit. Every exam is its own record; the register doesn't automatically chain a periodic exam's next-due date into a new scheduled record.

This screen

The list page shows every examination with a due-soon/overdue badge computed from its next-due date, filterable and sortable by person, next-due date, or when the record was created/updated.

Fields

  • Person — required. Who was examined.
  • Exam type — required. Baseline, Periodic, or Exit.
  • Exam date — required. When the examination took place.
  • Next due — required. When the next examination is due.
  • Fitness status — required. fit, fit-restricted, or unfit.

Actions

Saving validates that all five fields are present and that exam type/fitness status are one of the allowed values.

What happens next

A fit-restricted or unfit outcome doesn't automatically change anything elsewhere in the product in the current version — for example, it doesn't restrict what the same person can be assigned to in PPE Register or any other module. It's a record for whoever is managing occupational health to act on directly.

FAQ

Why does the database call this "medical examination" instead of "medical surveillance"? Medical surveillance is the overall programme; each visit to the doctor is one examination. The record type name follows the latter since that's what each row in the register actually is.