A useful hero image for this topic is a simple discomfort-trend chart. It shows what matters: patterns you can act on, not decorative nonsense.
Welcome to the actual goal
- One assessment or intake source for the initial symptom record.
- One case record where notes, recommendations, and follow-up live together.
- One reporting cadence that tells you what is open, overdue, repeated, or improving.
- One participation log that shows who completed assessments, training, or check-ins.
Reports & Tracking workflow
Supporting image: a workstation assessment visual fits the intake and review stage better than a generic office stock photo.
Writing reports and tracking your people
What every case record should include
- Employee name or ID, department, and assessment date.
- Main discomfort area, task triggers, and reported severity.
- Observed workstation issues or behavior notes.
- Recommended actions, owner, and target completion date.
- Follow-up date and outcome status.
What to rule out
- Notes stored only in email.
- Equipment changes with no result recorded.
- Cases marked complete because the chair arrived, not because the symptom changed.
- Reports that count activity but not outcome.
| Field |
Why it matters |
Bad shortcut to avoid |
| Intervention owner |
Prevents the case from drifting into nobody’s problem |
“Team will review” |
| Follow-up date |
Lets you measure whether the intervention changed anything |
“Follow up as needed” |
| Outcome status |
Feeds reporting and trend analysis |
“Closed” with no result detail |
Statistics and training: what to measure