Creating Risk Assessment Templates
Templates are managed by team owners and admins.
Template risk assessments give your team a ready-made starting point, with the hazard, ratings and suggested control measures already filled in.
Creating or editing a template risk assessment
Go to Team Tools → Templates and click Risk Assessments. Click + Create new, or the pencil icon to edit an existing one.
Template risk assessments use the same four steps as any risk assessment (see Navigating a Risk Assessment), with a few extra fields:
- Template Notes: a note to help your team pick the right template. Not included in the plan.
- Would you like to use the risk matrix for this assessment?: choose No if this assessment shouldn't be scored with likelihood × severity.
Suggested control measures
In Step 3 - Control Measures, write each control as a bullet point. When your team imports the template, each bullet appears as a tick box they can choose from, or they can click Add all. See Step 3 - Control Measures.
Finishing the template
- Template Notes appear again at the end, so you can add or update them.
- Template Safety Plans: tick the complete safety plan templates this risk assessment belongs to, or leave them all unticked to keep it only in the library.
Click Save & Finish. You'll see "Risk assessment completed successfully".
Related: Template Risk Assessments · Team Template Library