Assessing Risk

This will take you through the process of setting up a risk assessment

Create a Risk Type
Risk Types are broken into 2 types. One that will allow users to add questions, recommendations and tasks to a Global Risk Type such as Fire and another to ...
Tue, 25 Sep, 2018 at 9:28 AM
Create a Risk Information Template
Navigate, using the top navigation bar, to Assessments > Risk Information Template Click the blue Create button Complete the form, example below Bl...
Mon, 17 Sep, 2018 at 1:44 PM
Create a Risk Assessment Template
1. Navigate, using the top navigation bar, to Assessments > Risk Assessment Template 2. Click the blue Create button 3. Complete the form, ...
Mon, 17 Sep, 2018 at 1:44 PM
Create a Risk Assessment
Navigate, using the top navigation bar, to Assessments > Risk Assessments Click the blue Create button A Risk Assessment setup form  TypeChoos...
Mon, 17 Sep, 2018 at 12:07 PM
Update a Risk Assessment
Additional information can be placed into a Risk Assessment when in Active View Mode. 1. Active view mode is only available to the assessment owner or a...
Mon, 17 Sep, 2018 at 12:10 PM
Assigning update access to a Risk Assessment
1. During the assessment inspection you may want to add advisors. 2. As the owner of the assessment yo can invite additional people to join, name and in...
Mon, 17 Sep, 2018 at 12:07 PM
Viewing & download a Risk Assessment
During the risk assessment process you can view the risk assessment at any time by using the top navigation bar, to Assessments > Risk Assessments Clic...
Mon, 17 Sep, 2018 at 12:07 PM
Validating a Risk Assessment
1. Navigate, using the top navigation bar, to Assessments > Risk Assessment 2. Click the Actions button and choose Send Validation  3. The Vali...
Fri, 15 May, 2020 at 11:04 AM
Activate a Risk Assessment
1. Navigate, using the top navigation bar, to Assessments > Risk Assessment 2. Click the Actions button and choose Activate 3. The Risk Assesso...
Fri, 15 May, 2020 at 11:28 AM
Add to a Default Risk Type
Risk Types are broken into 2 types. One that will allow users to add questions, recommendations and tasks to a Risk Warden "Fixed Risk Type" such ...
Mon, 17 Sep, 2018 at 4:34 PM