Managing safety actions in the Action planner

concept australia Updated Sep 10, 2026 1 min read hs-action-planner.md

The Action planner sidebar panel in the Health and Safety Workspace enables safety teams to manage actions directly from a Health and Safety record, without navigating away from the page.

[Omitted image "health-safety-action-planner-example.png"] Alt text: Risk assessment form with the Action planner panel open.

What you can do with the Action planner

View all actions associated with the current record.
Create and edit actions inline.
Search, filter, and sort actions by type, state, or priority.
When the ServiceNow Otto for Health and Safety application (sn_hs_gen_ai) is installed, generate AI-suggested actions based on the record's description and similar historical records.

Accessing the Action planner

The Action planner is available on any Health and Safety record that has an Actions tab and is visible to users with the Safety action writer (sn_ohs_im.action_writer) role. To open the Action planner for a Health and Safety record,

In the Health and Safety Workspace, open a safety record such as safety incident or risk assessment.
Select the Action Planner icon ([Omitted image "health-safety-action-planner.png"] Alt text: Action Planner icon) from the contextual sidebar panel.

Suggested actions availability

The Suggest new actions button and the Suggested actions section appear only when the ServiceNow Otto for Health and Safety application (sn_hs_gen_ai) is installed on your instance. For more information, see Generate and manage AI‑suggested safety actions in Action planner.

Create and manage a safety action in the Action planner
Create and manage safety actions in context while reviewing a Health and Safety record, without opening a separate Action form.

Parent Topic:Using Health and Safety Core

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---
title: Managing safety actions in the Action planner
description: The Action planner sidebar panel in the Health and Safety Workspace enables safety teams to manage actions directly from a Health and Safety record, without navigating away from the page.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/health-and-safety-core/hs-action-planner.html
release: australia
product: Health and Safety Core
classification: health-and-safety-core
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Health and Safety Core, Health and Safety, Employee Service Management]
---

# Managing safety actions in the Action planner

The Action planner sidebar panel in the Health and Safety Workspace enables safety teams to manage actions directly from a Health and Safety record, without navigating away from the page.

\[Omitted image "health-safety-action-planner-example.png"\] Alt text: Risk assessment form with the Action planner panel open.

## What you can do with the Action planner

-   View all actions associated with the current record.
-   Create and edit actions inline.
-   Search, filter, and sort actions by type, state, or priority.
-   When the ServiceNow Otto for Health and Safety application \(sn\_hs\_gen\_ai\) is installed, generate AI-suggested actions based on the record's description and similar historical records.

## Accessing the Action planner

The Action planner is available on any Health and Safety record that has an **Actions** tab and is visible to users with the Safety action writer \(sn\_ohs\_im.action\_writer\) role. To open the Action planner for a Health and Safety record,

1.  In the **Health and Safety Workspace**, open a safety record such as safety incident or risk assessment.
2.  Select the Action Planner icon \(\[Omitted image "health-safety-action-planner.png"\] Alt text: Action Planner icon\) from the contextual sidebar panel.

## Suggested actions availability

The **Suggest new actions** button and the **Suggested actions** section appear only when the ServiceNow Otto for Health and Safety application \(sn\_hs\_gen\_ai\) is installed on your instance. For more information, see [Generate and manage AI‑suggested safety actions in Action planner](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/now-assist-for-health-and-safety/now-assist-hs-generate-ai-suggested-actions-in-action-planner.md).

-   **[Create and manage a safety action in the Action planner](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/health-and-safety-core/hs-create-action-in-action-planner.md)**  
Create and manage safety actions in context while reviewing a Health and Safety record, without opening a separate Action form.

**Parent Topic:**[Using Health and Safety Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/health-and-safety-core/using-hs-core.md)