Risk Assessments

On this page

The Risk Assessment window in view mode

Viewing, Creating, Editing Risk Assessments

To view your current Risk Assessments, choose “Risk Assessments” on the menu bar. If you haven’t created any assessments yet, this window will be blank.
When you have created some assessments you will see them all listed here.
See the “Getting Around” tutorial to learn the different ways to view, filter and group the list window.

To view the details of a risk assessment, press anywhere on a record in the list window. and the viewing window will open with the details. You can also press the 3 dots to the right of a record in the list and press Select.

Select view mode

Select Action

To create a new Risk Assessment, press the “+” symbol in the bottom right corner.

Create New record button

New Button

Now enter the details in each of the boxes;

  • Assessment Name – Give the assessment a title or name.
  • Assessment Number – This is optional. It may help when searching and grouping if you have many assessments.
  • Site – Select the work site that the assessment relates to.
  • Scope of Work – Enter a description of the purpose of this assessment.
  • Assessment Date – Select or enter the date this assessment was completed.
  • Advisors – Enter a list of names of the advisors who had input into this assessment. This should typically be your workers who understand the task or activity being assessed.
  • Assessor – Enter the name of the person who created this assessment.
  • Assessor Phone – Enter the phone contact of the assessor
  • Assessor’s Email – Enter the email address of the assessor.
  • Assessor’s Signature – The assessor should sign here to state that the assessment is true and correct.
  • Assets Using – Select each asset the assessment relates to.
  • Jobs Using – Select each job that the assessment relates to.
  • Chemical Using – Select any chemicals the assessment relates to.
  • Notes – Enter any notes relating to this assessment.

Press Save at the bottom of the window and you will be taken to the View Details Window.
You can now enter the step by step tasks that are required to complete the process you are assessing.

Tasks, Hazards, Risk and Control Measures

The Tasks and Risk window in view mode

Tasks Hazards Risk Controls Window

Create a new task by pressing the New Tasks Button.

The Tasks button

New Tasks Button

The New Tasks window will open.

The New Task window

New Tasks Window

Now enter each task in step order in each of the boxes. You can use the Save and New button to create all your tasks in quick succession.

Step Order – Enter the order the task will be performed in. Use decimal points if you wish e.g.1.1, 1.2 etc.

Identify any known or potential hazards associated with each task. Use the Hazard Matrix to help identify hazards. Use advisors who are experienced at the process.
Do NOT guess or have inexperienced people identify hazards!
Your best advisors are your workers who carry out this process.

Hazard – Enter a description of the hazard e.g. Crushing by cattle, falling into cattle dip. Falling from the truck ramp.

Now we assess the risk of the hazard

  • Likelihood – Select from the list the value that best describes how likely this hazard is to occur.
  • Consequences – Select from the list the value that best describes the consequences of this hazard were to occur.
  • Risk – The risk is assessed automatically based on the combination of the likelihood and the consequences of the hazard occurring. This risk matrix is used to determine the risk.

Control measures are now designed to either eliminate the hazard altogether or minimise the risk.
Use the Hierarchy of Controls matrix here to determine controls. First, try to eliminate the hazard altogether. If you cannot eliminate it work down the levels of the Hierarchy of Controls until the hazard is best controlled.

Controls – Enter a description of the controls that will be implemented.

We now need to access the Residual Risk or the risk AFTER our controls have been implemented.

  • Residual Likelihood – Select from the list the value that best describes how likely this hazard is to occur AFTER the controls are implemented
  • Residual Consequences – Select from the list the value that best describes the consequences of this hazard were to occur AFTER controls are implemented.
  • Residual Risk – The risk is assessed automatically based on the combination of the Residual Likelihood and the Residual Consequences of the hazard occurring AFTER control implementation. This risk matrix is used to determine the risk.

Duplicating Risk Assessments

The Duplicate Assessment button

Duplicate Assessment Button

A really handy tool that the Risk Assessment wizard provides is the Duplicate Assessment tool.

Using this tool enables you to duplicate an assessment any number of times and simple edit it where required.

This tool saves countless hours of creating multiple risk assessments.

Simple click the Duplicate Assessment button, navigate to the newly duplicated assessment WHICH WILL ALWAYS BE AT THE TOP OF THE LIST.
Now you can edit the new assessment wherever you need to make it a completely new assessment without needing to recreate the entire process.

Printing Reports

There are a number of reports that can be printed.

Lists reports are lists of records such as a list of all the risk assessments on the application.

Detail reports are reports that contain all details of a particular record.

Reports are available in PDF, MS Word, MS Excel and image formats.

List reports are available by pressing the Report button on the header of the list.

Open a List Report

Print Repor tList

Open a Detail Report