Selecting workplace case management software requires more than comparing general features. Organizations should evaluate whether a platform can support the actual work involved in managing incidents, WCB/WSIB claims, absence, accommodation, modified work, return-to-work activity, documentation, tasks, and reporting.
This checklist is designed to help HR, Health and Safety, Disability Management, Claims, Absence, Operations, and Procurement teams compare solutions using practical, case-management-focused criteria.
Evaluate More Than Record Keeping
Many systems can store information. Fewer systems help teams manage the workflow required to move cases forward.
A meaningful software evaluation should assess whether the platform supports connected case management, clear ownership, structured workflows, document tracking, review dates, dashboards, and reporting across the full lifecycle of workplace cases.
What the Checklist Helps Assess
The downloadable checklist is organized around core capabilities that matter when evaluating safety, claims, absence, accommodation, and return-to-work platforms.
1. Platform and Case Management Structure
Confirm whether the platform supports multiple workplace case types in one connected environment, including incidents, claims, absence, accommodation, and return-to-work activity.
2. Incident Reporting and Safety Management
Evaluate whether the platform supports supervisor or workplace incident reporting, non-employee incidents, no-person-affected events, related issues, corrective actions, and follow-up requirements.
3. WCB/WSIB Claims Management
Assess whether the platform can manage claims activity, documentation, reporting obligations, modified work, return-to-work planning, claim status, and related case history.
4. Absence Management
Determine whether the platform supports absence case creation, thresholds, documentation tracking, review dates, follow-up tasks, case status, and prolonged absence visibility.
5. Accommodation and Return-to-Work
Review whether the system supports restrictions and limitations, accommodation plans, review dates, modified duties, graduated return-to-work plans, and connections to related absence or claims cases.
6. Workflow, Tasks, and Accountability
Confirm whether the platform provides configurable workflows, task assignment, due dates, reminders, overdue visibility, role-based ownership, and closure requirements.
7. Documents, Forms, and Case Notes
Evaluate whether documents, forms, medical or functional abilities information, correspondence, case notes, and communications can be securely stored, categorized, and tracked within the case record.
8. Dashboards, Reporting, and Leadership Visibility
Assess whether the platform provides dashboards and reports for open cases, overdue actions, case duration, claim status, absence trends, accommodation review dates, return-to-work activity, corrective actions, workload, and outcomes.
Sample Checklist Items
The downloadable checklist includes evaluation criteria that can be used during vendor review, demonstrations, internal scoring, or procurement planning.
Evaluation Requirement |
Score / Notes |
|---|---|
| Supports multiple workplace case types in one platform, including incidents, WCB/WSIB claims, absence, accommodation, and return-to-work. | Yes/Partial/No |
| Allows workplace incident reports to connect to related WCB/WSIB claims management activity where required. | Yes/Partial/No |
| Supports configurable workflows, task assignment, due dates, reminders, and case closure requirements by case type. | Yes/Partial/No |
| Tracks documentation, outstanding forms, medical or functional abilities information, review dates, and follow-up actions. | Yes/Partial/No |
| Provides dashboards and reports for open cases, overdue tasks, case duration, trends, workload, and outcomes. | Yes/Partial/No |
Who Should Use This Checklist
This checklist is intended for organizations evaluating software to support workplace health, safety, disability management, claims, absence, accommodation, and return-to-work processes.
It may be useful for:
- Human Resources teams
- Health and Safety teams
- Disability Management and Claims teams
- Absence Management teams
- Operations leaders
- Procurement teams
- Public-sector, education, municipal, not-for-profit, and complex multi-location employers
Why This Matters
A strong software evaluation should help determine whether a platform can support how cases are actually managed, not only whether it can store records.
Organizations should look for systems that improve visibility, accountability, documentation control, workflow consistency, reporting, and decision-making across connected workplace case types.
Download the Software Evaluation Checklist
Use this editable checklist to compare workplace case management platforms and assess whether a solution supports the features required to manage safety, claims, absence, accommodation, and return-to-work activity effectively.
Download the ChecklistHow atworkCare Aligns With These Requirements
atworkCare is designed to help organizations manage workplace cases through connected workflows, structured case records, document tracking, role-based ownership, dashboards, and reporting.
The platform supports organizations managing incidents, WCB/WSIB claims, absence cases, accommodation, return-to-work activity, corrective actions, and related case processes in a more consistent and visible way.
