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Taking Action on High-Risk Results

When a test taker is flagged as High Risk, a Take Action button appears in the project entry table. This guides you through a structured response process to assess and address the situation appropriately.

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Where to Find the Button

The Take Action button appears in the test taker table next to any result with a confirmed, unaddressed high-risk status. What happens after you click it depends on your project’s Fit For Duty Response setting:

• Custom — you’ll see your organization’s configured policy and complete the process with a single acknowledgement
• Default — you’ll be guided through an investigation and choose a specific response path (Fatigue, Emergency, etc.)

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Custom Fit For Duty Response

If your project has a custom response configured, the first screen displays your organization’s Fit For Duty policy — either as plain text or as a link to an external document. Click I acknowledge to confirm you have reviewed the policy. This completes the process and the entry updates to Acknowledged.

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Default Fit For Duty Response

When using the Default setting, clicking Take Action starts a guided multi-step process:

1. Investigation — assess the test taker in person using structured prompts across three pathways (Emergency, Fatigue, or Health & Emotional Distress)
2. Choose an action — select the response path that best matches your findings
3. Follow the guidance — work through the recommended steps for the chosen path
4. Finish — click Finish to record the outcome and close the process

The sections below walk through each step in detail.

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Investigation

The Investigation screen guides you through an in-person assessment before choosing a response. If the test taker has a phone number on file, an emergency call button will be available at the top. Three investigation pathways are shown to help you identify the most likely cause:

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Emergency (Medical / Safety-Critical)

Look for acute physical symptoms such as confusion, collapse, incoherent speech, or visible distress. Use the provided sample questions to screen for medical concerns.

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Fatigue / Alertness

Look for signs of insufficient rest, extended duty hours, slow responses, or self-reported tiredness. Use the provided sample questions to assess fatigue level.

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Health & Emotional Distress

Look for emotional agitation, illness, personal distress, recent trauma, or mood disturbance. Use the provided sample questions to evaluate the test taker’s wellbeing. Once you have completed your assessment, click Continue to choose an action.

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Choosing an Action

Based on your investigation, select the response path that best fits the situation. The screen provides on-screen guidance and a sample script for each path. When you click Finish, the test taker’s status in the table updates to reflect the action taken — so you and your team have a clear record of how the situation was handled.

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Emergency Response

For active medical emergencies or safety-critical symptoms. The screen will prompt you to call emergency services, keep the worker seated, document observations, and notify the relevant parties (Supervisor, Safety, HR, Operations). Clicking Finish sets the test taker’s status to Emergency.

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Fatigue / Alertness

For workers showing signs of insufficient rest or reduced alertness. The screen walks through remediation steps: confirming work hours, arranging a rest period, providing hydration, and reassessing the worker afterward. You can also send a retest directly from this screen. Clicking Finish sets the test taker’s status to Fatigued.

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Health & Emotional Distress

For workers showing signs of emotional distress or a non-emergency medical concern. The screen guides you through reassignment options, early end-of-shift arrangements, and contacts such as EAP or HR. Clicking Finish sets the test taker’s status to Distressed.

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Reasonable Cause Process

Use this path when you have observable evidence of impairment that warrants formal documentation.

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Step 1 — Document

Observe and listen for signs of impairment and capture any statements made by the worker. Click Open Checklist to record your observations using the Reasonable Cause Checklist.

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Reasonable Cause Checklist — Indicators

The checklist includes 27 observable indicators across three categories: physical, behavioural, and evidence-based. Toggle each indicator that applies and add any additional notes in the free-text field.

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Reasonable Cause Checklist — Determination

Answer the six yes/no determination questions to establish whether reasonable cause exists. Select the appropriate conclusion (reasonable cause established, not established, or other) and click Download to generate a preview of the completed checklist. Click Download PDF on the preview screen to save the file to your device.

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Step 2 — Advise

Inform the worker that they are being referred for reasonable cause testing. A sample script is provided on screen to guide this conversation. Click Finish to record the outcome.

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Escalation

Escalation is triggered automatically when a worker has two or more consecutive high-risk results within a 7-day window. In this case, the system routes directly to the Escalation screen instead of the standard flow. Follow your organization’s internal fitness-for-duty policy. If your workspace has an escalation policy document configured, click Open Policy to view it. Choose one of the following next steps:

• Drug & Alcohol Testing — arrange pick-up and transport to a testing facility
• Medical — arrange pick-up and transport to a medical facility

Click Finish to record the outcome.