Identification
Employee name, unique ID, and work location to link responses to personnel records and enable targeted notifications.
A consistent questionnaire helps employers identify exposure risks, manage accommodations, and maintain defensible records for audits or inspections. It supports compliance with applicable workplace safety rules and public health guidance while creating a clear audit trail for decisions affecting employee safety and business continuity.
Keep role responsibilities clear: collection, review, decision-making, and record retention should be assigned and documented to avoid gaps in compliance and response.
Employee name, unique ID, and work location to link responses to personnel records and enable targeted notifications.
Questions about recent contact with confirmed cases, symptoms onset, and dates to support contact tracing and risk scoring.
Recent travel, congregate settings, and high-risk activities that may affect workplace exposure assessments and return-to-work decisions.
Document authorized testing results and vaccination information only where permitted by law and company policy.
Ability to perform duties, need for remote work, and requests for reasonable accommodation to guide operational planning.
A clear attestation of truthfulness, consent for processing health data, and signature block for legal validity.
| Field | Configuration |
|---|---|
| Authentication | Email link plus optional SMS code for stronger signer verification. |
| Conditional Fields | Show exposure details only if the employee reports symptoms or contact. |
| Notifications | Notify HR and EHS automatically when high-risk answers are submitted. |
| Storage Location | Save signed records to encrypted HR system with restricted access. |
Optica centralized intake for remote and on-site staff to streamline notifications and tracking.
The center integrated signed questionnaires with patient scheduling to coordinate care safely.
Complete questionnaire at hire or on symptom report immediately.
HR/EHS triage within 24–72 hours of submission.
Begin tracing within 24–48 hours of confirmed case.
Implement controls within 72 hours when feasible.
Review questions and policies at least annually.
Confirm the platform provides audit trails, secure storage, and any BAAs or compliance addenda required by your industry.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Not specified | Not specified | Not specified | Not specified |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |