How to set a PDF archive location for the reassessment process

When reassessing a property or site, you must specify the PDF archive location so that a backup of the existing assessment can be created before the reassessment is created. This appears as the first step when you initiate a reassessment.

Prerequisite: You must have a folder and required document already set up in the Documents module before completing this process. See How to create a folder and required document if you haven't done this yet.

Steps

1. Go to the risk assessment list. Locate the assessment you want to reassess.
2. Open the actions menu. Click the Actions button next to the relevant assessment.
3. Select Reassess. Click the Reassess option from the actions menu.
4. Set the PDF archive location. The first field you are presented with is labelled PDF Archive Location. Select the relevant document from the folder you created in the Documents module (e.g. "Fire Risk Assessment" inside "Previous Assessments").
5. Complete the reassessment. Continue through the remaining steps of the reassessment as normal and save when complete.

What this achieves

• Backs up the current assessment before the reassessment is processed.
• Keeps your document history organised and accessible within the customer's folder.
• Ensures continuity and traceability between past and present assessments.

Tip: If the PDF archive location field shows no options, check that a folder and required document have been created for this customer in the Documents module.