Risk Assessment Management
A safety plan's page shows its five most recently changed risk assessments. To see and manage all of them, click View all next to Risk Assessments.
Reordering risk assessments
Drag each risk assessment into the position you want. The order saves automatically, and it's the order they appear in when you export.
Editing, duplicating and deleting
Each risk assessment has three buttons:
- Edit (pencil): opens the risk assessment at Step 1. See Navigating a Risk Assessment.
- Duplicate (copy): makes a copy in the same plan.
- Delete (bin): removes it permanently.
Risk assessments still to be checked are pink and show (draft) and/or "please review". Once you've worked through and saved all four steps, the card turns grey and you'll see "Risk assessment completed successfully".
Creating a new risk assessment
Click + New Risk Assessment, or + Create new on the safety plan page, then choose how to start:
- Create new risk assessment: start from blank and work through the four steps, starting with Step 1 - Basic Information.
- Duplicate existing risk assessment: copy one from this or another plan in your team. See Duplicating Risk Assessments.
- Template risk assessments: import from your team's templates. See Template Risk Assessments.
Related: What is a Risk Assessment?