---
title: Configure Health and Safety
description: Configure the Health and Safety business unit to enable employees to submit and manage health and safety‑related requests.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/core-business-suite/config-health-safety.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Configure Core Business Suite using guided setup, Configure, Core Business Suite]
---

# Configure Health and Safety

Configure the Health and Safety business unit to enable employees to submit and manage health and safety‑related requests.

## Before you begin

Role required: admin, sn\_cbs.admin

## Procedure

1.  Navigate to **Admin** > **Admin Home**.

2.  On the Core Business Suite Foundation card, select **View product overview**.

3.  In the configuration insights section, select **Configure**.

    The Configure Core Business Suite page opens in the configuration console.

4.  From the configuration summary navigation menu, select **Health and Safety**.

    Alternatively, select **Continue** on the Health and Safety tile.

    Configure the following settings as needed:

    -   Intake forms \(preconfigured by default\)
    -   Manage groups
    -   Role assignment
    -   Notifications \(preconfigured by default\)
    **Note:** By default, only the admin can configure the manage groups or role assignment.

5.  Customize an existing intake form or create intake forms to collect Health and Safety requests.

    The following intake form is preconfigured by default:

    |Intake form|Description|
    |-----------|-----------|
    |Health and Safety request|Get help with risk or compliance issues or submit general health and safety questions.|

    -   To customize an existing intake forms, select the **Edit** icon.
    -   To create an intake form, select **Create new**. For more information, see [Catalog Builder](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/catalog-builder.md).

        **Note:** Create intake forms directly in the new instance. Moving intake forms configurations to a new instance using an update set isn’t supported.

    -   After customizing or creating an intake form, select **Mark as configured**.
6.  Manage groups to organize users who handle health and safety requests, manage content, and configure access.

    -   Default groups

        The following groups are preconfigured with associated roles:

        |Health and Safety groups|Description|
        |------------------------|-----------|
        |Health and Safety request handlers|Receive, assign, and respond to Health and Safety requests.|
        |Health and Safety administrators|Manage Health and Safety roles, processes, and tools.|
        |Health and Safety Employee Center managers|Manage support topics, quick links, and knowledge articles in the Employee Center.|

        To assign users to a default group:

        1.  Select **Assign people** icon next to the group name.
        2.  In the assign people to this group field, search for and select users.
        3.  Select **Save**.
        4.  On the mange groups page, select **Mark as configured**.
    -   Create custom groups to organize your Health and Safety team.

        1.  Select **Create Group**.
        2.  On the form, fill in the fields.

            |Field|Description|
            |-----|-----------|
            |Group name|Name used to identify the group within the business unit.|
            |Group manager|Person responsible for managing the group.|
            |Group description|Brief description of the group’s purpose.|
            |Assign people to this group|People that you add as group members.|
            |Assign role|Roles assigned to group members.|

        3.  Select **Save**.
        4.  On the mange groups page, select **Mark as configured**.
7.  Assign roles to give groups the required access.

    1.  Select a role.
    2.  Select **Assign groups**.
    3.  Select the group from the list.
    4.  Select **Update**.
    5.  On the role assignment page, select **Mark as configured**.
8.  Configure notifications sent through Email, Portal, and Workspace to users about submitted or assigned Health and Safety requests.

    -   To create an email notification, see [Create an email notification](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/t_CreateANotification.md).
    -   To create Portal or Workspace notification, see [Trigger conditions form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/employee-service-management/notif-trigger-form.md).
    -   After configuring notifications, select **Mark as configured**.

**Parent Topic:**[Configure Core Business Suite using guided setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/core-business-suite/config-cbs-using-guided-setup.md)