Define the operating boundary
A useful definition names the triggering event, required inputs, governing source, accountable owner, decision or action, exception path, evidence retained, and downstream handoff. Buyers should adapt those elements to their own population, jurisdictions, policies, systems, and control model before writing requirements.
The most important distinction is between a label and an operational capability. A provider may document occupational health and case management while depending on customer-supplied policy, licensed content, third-party data, integration partners, manual review, or services. The demonstration should expose those dependencies rather than hiding them behind a completed interface.
What a demonstration should prove
- Begin with representative source records and a named policy, standard, or controlled rule.
- Show the normal path, an ambiguous case, missing data, an exception, an override, and a material source change.
- Identify who can change rules, who can approve or reject, and how accountability is preserved.
- Trace every output back to inputs, versions, timestamps, user actions, and governing evidence.
- Export the resulting record and reconcile it with downstream systems and retained obligations.
Authority and operating context
OSHA injury and illness recordkeeping
Part 1904 governs which occupational injuries and illnesses covered employers record, severe events they report, records they retain, and data certain establishments submit electronically to OSHA. Recordkeeping systems need establishment logic, privacy controls, form workflows, submission support, retention, and a defensible distinction between an incident report and an OSHA-recordability determination.
ISO 45003
ISO 45003 gives guidance for managing psychosocial risk within an occupational health and safety management system, including work organization, social factors, work environment, consultation, controls, and evaluation. The standard widens buyer questions beyond physical incidents and requires careful separation between workforce surveys, case management, organizational risk controls, clinical care, and sensitive personal data.
EU OSH Framework Directive
The framework establishes general principles of prevention, employer responsibility, risk assessment, worker information, training, consultation, health surveillance, and protective services across the EU occupational-safety system. Cross-border systems must support common management principles while preserving national legal variation, worker consultation, language, and record differences.
Operating domains
Incident, injury, and near-miss learning
The operating system for capturing events, protecting people, determining reporting paths, investigating contributing factors, assigning actions, preserving records, and learning across sites without confusing a first report with a final legal or causal conclusion.
Occupational health and industrial hygiene
The protection of worker health through exposure assessment, sampling, surveillance, case workflows, controls, trend evaluation, and privacy-aware records across chemical, physical, ergonomic, biological, and psychosocial hazards.
Evidence and comparison limits
Official provider documentation can establish product positioning. Provider confirmation can clarify package or availability. Independent observation requires a disclosed scenario, environment, date, inputs, and reproducible result. None of those sources alone establishes buyer-specific legal, clinical, regulatory, quality, or operational fitness.
Buyer questions
- What exact outcome and evidence should occupational health and case management produce?
- Which source, version, and customer facts govern the workflow?
- Which decisions remain human and who is accountable for them?
- What is native, configured, integrated, service-delivered, or planned?
- How does a changed source affect open and historical records?
Recent changes
BLS publishes 2024 nonfatal workplace injury and illness estimates — EHS benchmarking must preserve industry, case type, denominator, period, and statistical limitations.