Build the physical restrictions list

Note: You must have the full version of PM to build the physical restrictions list.

For information on upgrading to the full version of PM, go to https://www.eso.com/pm-demo/ and fill out the fields to request a demonstration and speak with a sales representative.

Physical restrictions are functional descriptions of what individuals at an agency or department can and cannot do, based on their physical history and medical guidance, particularly while recovering from an injury.

Example: No lifting over 25 pounds, and no reaching above shoulder height.

You can build a list of different types of restrictions your agency or department tracks for its personnel.

Note: The ability to work with settings in the PM module depends on what roles and permissions your ESO Suite administrator assigned to your user account. Information on user accounts, roles, and permissions is available in Manage a user account.

1. (If you have not done so already) Access the PM or PM Basic module in the ESO Suite.

   Which version of the module opens depends on whether your agency or department has purchased the PM Basic or full version of the PM module.

   1. Do one of the following.

      • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

        

      • (If you have not yet logged in) Log in to the ESO Suite.

        1. In a web browser, go to https://www.esosuite.net/EsoSuite.

           The ESO Suite login screen appears.

        2. Enter your user name, password, and agency name, then click Let's Go.

           If MFA multi-factor authentication is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

           Click graphics to open them.

           Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

           Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

        3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

           With an authenticator application.

           1. Click MFA verification via authenticator app.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

              

           2. Open your authenticator application and note the authentication code currently displayed.

           3. Enter the authentication code displayed in the authenticator application.

           4. Click Log In.

           With a text message (SMS short message service).

           1. Click MFA verification via SMS.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

              

           2. Enter the authentication code sent to your MFA-registered phone number.

           3. Click Log In.

           With an email message.

           1. Click MFA verification via email.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

              

           2. Enter the authentication code sent to your agency or department email address.

           3. Click Log In.

      The ESO Suite landing screen appears.

      Click graphics to open them.

      Note: If MFA multi-factor authentication is enabled, you can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

   2. On the top side of the home screen, click PM.

      Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

      A list of all the personnel in the PM module appears, displayed in a grid format.

      PM (full version)	PM Basic

      Note: If you can access the full-featured PM module, you can view all your own information in it. The amount of information you can edit in the PM module depends on what roles and permissions your ESO Suite administrator assigned to your user account.

      Information on user accounts, roles, and permissions is available in Manage a user account.

2. In the left pane, near the bottom, click the Settings icon.

   

   If you have the necessary permissions assigned to your ESO Suite user roles to configure settings, the Settings screen appears. The list of features that appears in the left pane reflects your permissions to access and configure the PM module

   Click graphics to open them.

3. In the left pane, expand Medical Lists, then click Physical Restrictions.

   The Physical Restrictions screen appears, listing any restrictions already defined in the module.

   

4. Work with the list of physical restrictions in any of the following ways.

   Add a physical restriction.

   1. In the upper right corner, click Add.

      The Add Physical Restriction dialog box appears.

      

   2. In Physical Restrictions, type a name or description of the type of restriction you are adding.

   3. Click Save.

      The physical restriction you added appears as a new listing on the Physical Restrictions screen. The next time you add a new restriction on a person's Medical tab, in the Physicals section, this new restriction appears as an option in the Physical Restrictions field's menu.

   Edit a physical restriction.

   1. Open the physical restriction for editing in one of these ways.

      • Click the listing for the physical restriction.

      • On the right side of the listing, click the menu icon and choose Edit.

        

      The Edit Physical Restriction dialog box appears.

   2. Change the information in the fields as needed.
   3. Click OK.
   Disable or enable a physical restriction.

   You can disable a physical restriction, so that the corresponding menu option does not appear in other areas of the module. You can always re-enable an physical restriction later, if needed.

   1. On the right side of the listing, click Actions, and choose Disable.

      

      A red Disabled label appears to the left of the physical restriction, and the physical restriction moves to the bottom of the list.

   2. On the right side of the listing, click Actions, and choose Enable.

      This option appears only if you disabled the physical restriction in the past.

      

      The red Disabled label disappears to the left of the physical restriction, indicating that the physical restriction will appear again as a menu option in other areas of the ESO Suite.

   Sort the physical restrictions list alphabetically.

   You can sort the list alphabetically to help find an item quickly.

   • In the upper right corner of the screen, click Sort Alphabetically.

     The list sorts from A-Z.

   Change the list order.

   Because some physical restrictions occur more frequently, you can sort the order of physical restrictions in the list for convenience when updating personnel records.

   Example: Weight lifting restrictions occur with some frequency as personnel recover from injuries. It is convenient to have the restriction appear at or near the top of the physical restrictions list, for easy selection when updating personnel records each year.

   • Place your mouse pointer on the item you want to move to a new position in the list, drag it up or down the list to the position you want it to have in the list order, then "drop" the item where you want it to be in the list.

     As the item you are dragging moves over each item in the list, the list items move up or down in the list to make room for the item in its new position in the list order.

     Video: Order the physical restrictions list

   Note: The list order in the Settings > Physical Restrictions screen determines the list order in the Physical Restrictions field in the rest of the module. Disabled values on the Settings > Physical Restrictions screen do not appear for the Physical Restriction field.

5. (Optional) Export the physical restrictions list.

   You can export a list of all the physical restrictions currently listed in the module, regardless of whether they are enabled or disabled. The list exports to a comma-separated values (*csv) file, which may be read with Microsoft Excel or other software applications, and includes each physical restriction's name and status (active or deactivated).

   • In the upper right corner of the screen, click Export.

     

     The file downloads to the default download location, and saves with the file name ESO_DataTypeDate.csv.