Appointees are designated to perform a specific role within a specific area of responsibility. The requirements for the appointment are documented on the appointment form. An employee may be appointed to perform multiple roles.
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The employee is included in the personnel list.
The HSE role has been created.
This process is carried out using a form. The basic function of forms is described in this article: 📄FormulareIC1105
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Basic Data - Functions and Representatives - Designated Persons
Click New... in the list's toolbar. An empty form will open.
Select the appropriate person in the Employee field.
Select the desired role in the Role field.
Tip: If individual employees or roles have not yet been created in the system, you can do so using the New... button next to the dropdown menu.
In the "Area of Responsibility" section, select the property for which the person in charge is responsible in their role from the available properties. Select the corresponding buildings, floors, and rooms.
Click Save in the toolbar.
Recommendation: In the Publication section, specify whether the representative should be listed in the floor plan or the emergency contact list.
Recommendation: In the Appointment section, document all procedures related to the appointment of the representative. Upload a certificate of appointment if necessary.
You have now created the HSE officer.
Note: Under Basic Data - Functions and Representatives - Designated Persons, you can use the Filter menu option to display the list according to specific criteria and export the filtered lists.
Tip: In the "Anonymized Communication" section, you can assign communication data to the representative that is related to their role. This could be, for example, a hotline number, while the person also has their own personal phone number. The anonymized communication data of the types "Phone" and "External Email Address" are displayed in the "People" master list; the corresponding columns can be shown.
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