Decision inputs
Facts that change the policy answer
The request sits in workplace health and safety and connects an authorised health report and work-relevant recommendations with a limited workplace summary. That context distinguishes it from a generic permission to use AI.
- 1Task and owner
- Occupational health coordinator wants to summarise an occupational health report. The policy check should identify who can approve, correct or withdraw a limited workplace summary.
- 2Information involved
- An authorised health report and work-relevant recommendations. Look beyond pasted text: files, integrations and retrieval connections can expose the same material.
- 3Tool and account
- An approved company account. Approval must cover the account and its settings, not merely the product name.
- 4Intended result
- The expected result is a limited workplace summary. Follow the result to its real endpoint so the request captures its practical effect.
- 5Consequence if it is wrong
- The report contains sensitive health information beyond what a manager needs. The policy route should reflect this possible harm instead of relying on how ordinary the task sounds.
- 6Human review
- occupational health and people owners should inspect, change, reject or stop the result. Their role should include checking source facts, correcting errors and refusing the proposed use.
Possible policy routes
The task name alone cannot decide it.
A published workplace policy can return different answers for the same task. These are the practical branches worth encoding.
A routine policy route may be possible
A routine route is easier to justify when the exact account is approved, only the minimum sensitive employee health information is used, a limited workplace summary remains within the stated purpose, and occupational health and people owners reviews it before use.
Approval may be required
Specialist approval becomes relevant if the account or data handling is uncertain, the report contains sensitive health information beyond what a manager needs, or a limited workplace summary reaches people or systems beyond the requester’s authority.
The request may need to stop or change
Do not continue unchanged when restricted information would enter an unapproved service, the output would act before occupational health and people owners can intervene, or share only functional recommendations and keep clinical details restricted cannot be maintained. Consider less information, a controlled account or a non-AI process.
Request checklist
Questions to ask before using the tool
- 01
Is the exact account approved for summarise an occupational health report, including its plug-ins and connected sources?
- 02
What is the most sensitive element in an authorised health report and work-relevant recommendations, and does the tool need it?
- 03
Who receives a limited workplace summary, and what will they do with it?
- 04
Will occupational health and people owners review before the result is sent, published or acted upon?
- 05
Would another region, audience or frequency activate a different company rule?
Worked request
What the employee should submit
This example supplies decision facts without pasting the underlying material into the approval record.
- requester
- occupational health coordinator
- task
- Use AI to summarise an occupational health report.
- information
- an authorised health report and work-relevant recommendations
- tool
- An approved company account
- frequency
- Recurring work
- region
- Where the work and affected people are located
- purpose
- Analyse
- impact
- Employment support
- review
- Complete human review
- owner
- occupational health and people owners
Useful safeguards
Controls that fit this request
- ✓
Share only functional recommendations and keep clinical details restricted
- ✓
Reduce an authorised health report and work-relevant recommendations to the smallest useful extract and remove fields unrelated to a limited workplace summary.
- ✓
Keep the use within analyse and run another check if the audience, tool or intended effect changes.
- ✓
Preserve who accepted a limited workplace summary, when they did so and which rule version they applied.
Questions people ask
About this AI use
Is using AI to summarise an occupational health report automatically allowed?
The company policy supplies the answer after it receives the real tool, data, purpose, impact and review plan. This page only prepares those facts.
When is the request detailed enough to decide?
Describe a limited workplace summary, identify an authorised health report and work-relevant recommendations, name the exact tool and account, explain who will receive or rely on the output, and state how occupational health and people owners will review it.
How much of the request should the company retain?
Preserve who accepted a limited workplace summary, when they did so and which rule version they applied. A classification and controlled reference may be enough when copying an authorised health report and work-relevant recommendations would create unnecessary risk.