Service Stream Business Rules | Medicals

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Competency	Competency Requirements	Upload Requirements	Examples

Competency	Competency Requirements	Upload Requirements
Audiometric Baseline Test	Name on test results to match the person registered (However shortened first names such as 'Chris' for 'Christopher' are accepted) Signature is not required Audiometric test completed by a medical professional Assessment date (Or appointment date) must be recorded Black and white or colour is accepted NOTE: If proof of payment for Audiometric test or proof of booking confirmation for Audiometric test is uploaded this can be accepted as an interim certificate for 4 works Waiver document can also be uploaded but must be signed off by Sarah Waters or Lachlan Holloway to be accepted. Must be in a PDF format.	Issue = Test date on form Expiry = 2 year from issue date NOTE: Interim certificate is valid for 4 weeks from upload date. Waiver document - issue date will be upload date and the expiry date will be the valid to whatever date is entered on the form.
Drug and Alcohol Testing.Course.10275NAT- Course in Workplace Drug Testing(breath alcohol)(oral fluid-saliva)(urine)	Name on test results to match the person registered (However shortened first names such as 'Chris' for 'Christopher' are accepted) The uploaded document must display course code: 10275NAT The uploaded document must be a statement of attainment issued by an RTO Nationally accredited logo must be displayed RTO number must be referenced Certificate number must be referenced Black and white OR Colour copies of document are accepted	Issue date to be recorded No expiry date required
Drug and Alcohol Testing.Statement of Attainment.DATBRE002 - Perform breath alcohol testing	Applicants name on document must match cardholders registered name (However shortened versions of first names such as 'Chris' for 'Christopher' is acceptable) Please note; the certified document that has been issued by the Registered Training Organisation (RTO) must meet the following requirements to be approved: Name of Applicant Units of competency code and name, date completed Date certificate issued Nationally Recognised Training (NRT) Logo (For a Statement of Attainment only - Not Card) RTO registration must only have been current at the time of training completion / awarding the document	Issue date - Completion date / Training Date - if listed on certificate (this date is always used when displayed) No Expiry
Drug and Alcohol Testing.Certificate.• DATKNO002 – Apply underpinning knowledge required for drug and alcohol testing	Applicants name on document must match cardholders registered name (However shortened versions of first names such as 'Chris' for 'Christopher' is acceptable) Please note; the certified document that has been issued by the Registered Training Organisation (RTO) must meet the following requirements to be approved: Name of Applicant Units of competency code and name, date completed Date certificate issued Nationally Recognised Training (NRT) Logo (For a Statement of Attainment only - Not Card) RTO registration must only have been current at the time of training completion / awarding the document	Issue date - Completion date / Training Date - if listed on certificate (this date is always used when displayed) No Expiry
Drug and Alcohol Testing.Statement of Attainment.DATORA002 - Perform oral fluid drug testing	Applicants name on document must match cardholders registered name (However shortened versions of first names such as 'Chris' for 'Christopher' is acceptable) Please note; the certified document that has been issued by the Registered Training Organisation (RTO) must meet the following requirements to be approved: Name of Applicant Units of competency code and name, date completed Date certificate issued Nationally Recognised Training (NRT) Logo (For a Statement of Attainment only - Not Card) RTO registration must only have been current at the time of training completion / awarding the document	Issue date - Completion date / Training Date - if listed on certificate (this date is always used when displayed) No Expiry
Drug Testing.Certificate.DATURI002 – Perform urine drug testing	Applicants name on document must match cardholders registered name (However shortened versions of first names such as 'Chris' for 'Christopher' is acceptable) Please note; the certified document that has been issued by the Registered Training Organisation (RTO) must meet the following requirements to be approved: Name of Applicant Units of competency code and name, date completed Date certificate issued Nationally Recognised Training (NRT) Logo (For a Statement of Attainment only - Not Card) RTO registration must only have been current at the time of training completion / awarding the document	Issue date - Completion date / Training Date - if listed on certificate (this date is always used when displayed) No Expiry
Medical.Certificate.Health Surveillance – Noise	Audiometric testing results from a registered medical provider Name on test results to match the person registered (However shortened first names such as 'Chris' for 'Christopher' are accepted)	Issue date to be recorded Expiry = 2 years from Issue Date
Company.Awareness.D&A Workplace Impairment	Copy of Building Trade Group drug & alcohol program card. Training register from a third party training provider identifying employee or another third-party organisations Workplace Impairment or Drug and Alcohol Awareness training certificate. Letter or email confirmation from a third party organisation confirming workplace impairment or Drug and Alcohol Awareness training. Must specify Drug & Alcohol Awareness training or “Workplace Impairment training” on the documentation First and Last name of worker must match Black and white copies accepted	Issue date to be recorded If no issue date, then date of letter received, or date of training is accepted. No expiry date required
Working at Height Medical Assessment	Name on test results to match the person registered (However shortened first names such as 'Chris' for 'Christopher' are accepted) Signature is not required Fit to Work assessment/medical test completed by a medical professional Assessment date (Or appointment date) must be recorded Black and white or colour is accepted	Issue date to be recorded No expiry date required
Fit Test Record	Name on test results to match the person registered (However shortened first names such as 'Chris' for 'Christopher' are accepted) Overall Fitness must be a Pass / Pass: 100 + to accept. Overall FF Needs to be a Y Signature is not required Respirator Fit Test Card is not a requirement for the document to be approved.	Issue = Test date on form Expiry = 1 year from issue date
Respiratory Fit Test Record	Name on test results to match the person registered (However shortened first names such as 'Chris' for 'Christopher' are accepted) Overall Fitness must be a Pass / Pass: 100 + to accept. Overall FF Needs to be a Y Signature is not required Must include a ‘Hooded Full Face Mask’ as well as the general face mask Respirator Fit Test Card is not a requirement for the document to be approved.	Issue = Test date on form Expiry = 1 year from issue date
Category.test.medical	Name on test results to match the person registered (However shortened first names such as 'Chris' for 'Christopher' are accepted) certificate showing completion of medical Black and white copies accepted	Issue date to be recorded No expiry date required

Competency	Competency Requirements	Upload Requirements	Examples

Competency

Competency Requirements

Upload Requirements

Examples

Medical.Assessment.Category 1

Person Verification

Name on Medical Must match Cardholder name in Onsite
(Shortened version of name is accepted EG. Chris for Christopher)
Date of Birth (DOB) for applicant must be shown on the medical (any page)

Verification of Results

Fit for duty page present
Fit for duty section must be ticked, or review date must be listed.
If a medical has been ticked indicating the applicant is ‘Fit for duty subject to job modification’ Pegasus staff will accept this as normal with no verification toward ensuring the job modification actually does take place

Verification Details

Assessment date (Or appointment date) must be recorded on the fitness for duty page
Medical has been completed by a Registered Health Professional (RHP)
RHP’s details should be shown (First and Last name OR First name initial with Last name and signature should be present)
Category 1 (or Blue Category) to be displayed
Black and white or colour is accepted
Drug and alcohol testing results are not required to be displayed within the uploaded file however if the results are included, they must indicate a negative test result (unless declared positive but consistent with prescribed medication)

The issue date in Onsite should be recorded as the date the assessment or appointment took
place.

NOTE:The date for the signature requirement of the examining RHP should not be used in lieu
of the assessment date if this information is missing from the form.

NOTE: If you receive a medical document where more than one assessment date / date of completion is shown: Please use the assessment date from the fitness for duty page

Calculating the Expiry Date
The expiration date for this competency should always be calculated to occur as follows (Unless the
individuals' medical states otherwise):

Step 1

Enter the current year
Subtract the year of birth shown on the medical
This will identify the individuals age (then refer to table below to calculate expiry)

Step 2

Up to 50 years old - 5 yearly
If aged 45 and 46 - 5 yearly
Ages 47, 48 and 49 (the expiry would be set as their 52nd birthday)
Age 50-60 - every 2 years
From age 60 - renewed annually

Medical.Assessment.Category 2

Person Verification

Name on Medical Must match Cardholder name in Onsite
(Shortened version of name is accepted EG. Chris for Christopher)
Date of Birth (DOB) for applicant must be shown on the medical (any page)

Verification of Results

Fit for duty page present
Fit for duty section must be ticked, or review date must be listed.
If a medical has been ticked indicating the applicant is ‘Fit for duty subject to job modification’ Pegasus staff will accept this as normal with no verification toward ensuring the job modification actually does take place

Verification Details

Assessment date (Or appointment date) must be recorded on the fitness for duty page
Medical has been completed by a Registered Health Professional (RHP)
RHP’s details should be shown (First and Last name OR First name initial with Last name and signature should be present)
Category 2 (or Green Category) to be displayed
Black and white or colour is accepted
Drug and alcohol testing results are not required to be displayed within the uploaded file however if the results are included, they must indicate a negative test result (unless declared positive but consistent with prescribed medication)

The issue date in Onsite should be recorded as the date the assessment or appointment took
place.

NOTE:The date for the signature requirement of the examining RHP should not be used in lieu
of the assessment date if this information is missing from the form.

NOTE: If you receive a medical document where more than one assessment date / date of completion is shown: Please use the assessment date from the fitness for duty page

Calculating the Expiry Date
The expiration date for this competency should always be calculated to occur as follows (Unless the
individuals' medical states otherwise):

Step 1

Enter the current year
Subtract the year of birth shown on the medical
This will identify the individuals age (then refer to table below to calculate expiry)

Step 2

Up to 50 years old - 5 yearly
If aged 45 and 46 - 5 yearly
Ages 47, 48 and 49 (the expiry would be set as their 52nd birthday)
Age 50-60 - every 2 years
From age 60 - renewed annually

Medical.Assessment.Category 3

Person Verification

Name on Medical Must match Cardholder name in Onsite
(Shortened version of name is accepted EG. Chris for Christopher)
Date of Birth (DOB) for applicant must be shown on the medical (any page)

Verification of Results

Fit for duty page present
Fit for duty section must be ticked, or review date must be listed.
If a medical has been ticked indicating the applicant is ‘Fit for duty subject to job modification’ Pegasus staff will accept this as normal with no verification toward ensuring the job modification actually does take place

Verification Details

Assessment date (Or appointment date) must be recorded on the fitness for duty page
Medical has been completed by a Registered Health Professional (RHP)
RHP’s details should be shown (First and Last name OR First name initial with Last name and signature should be present)
Category 3 (Or Mauve Category) to be displayed
Category 1 medical document CAN be accepted in lieu of a category 3 rail medical but category 3 medical rules must be applied
Black and white or colour is accepted
Drug and alcohol testing results are not required to be displayed within the uploaded file however if the results are included, they must indicate a negative test result (unless declared positive but consistent with prescribed medication)

The issue date in Onsite should be recorded as the date the assessment or appointment took place.

NOTE:The date for the signature requirement of the examining RHP should not be used in lieu of the
assessment date if this information is missing from the form.

NOTE: If you receive a medical document where more than one assessment date / date of completion
is shown: Please use the assessment date from the fitness for duty page

Calculating the Expiry Date

Step 1

Enter the current year
Subtract the year of birth shown on the medical
This will identify the individuals age (then refer to table below to calculate expiry)

Step 2

The expiration date for this competency should always be calculated to occur on the applicants 40th
birthday, so you would enter 40 minus the individuals age, then add this number to the current year
which will give the year of expiry. The day and month will be as per date of birth.

Example for medical conducted in 2017:
2017 - 1991 = 26
40 - 26 = 14
2017 + 14 = 2031

Exception

If the applicant had the medical completed within 12 months of their 40th birthday you would then
allocate an expiration of 5 years
After the applicant passes the age of 40, medicals are to be completed every 5 years
When the doctor has explicitly indicated an earlier review date is required this date must be entered
as the expiry

NOTE: The fitness for duty page of the TFNSW Contractor Health Assessment Request and Report Form can be accepted with an expiration of 40 years despite the declaration sentence which is printed on the form which states 'This assessment is only valid for five years from the date of my signature below ...
'however if the doctor has explicitly indicated an earlier review date is required as a recommendation which is separate to that sentence / declaration, this should be used for the expiration date entry in Onsite.