Creating Risk Assessment Templates

These features are only accessible to team admin users. To gain access, please talk to your team account holder. 

Template Risk Assessments

Risk assessments templates are managed in the same way as you would do any standard project. The information you input into the template will appear as the default when users import them into their safety plans. 

The main difference is the control measures in step 3. To allow control measures to be created as tick boxes for users to select which controls are appropriate you have to list your control measures as a bullet point list as shown below.

Template setup

Items in this list will then appear as a list of check boxes for users to choose from when using the template. 

Template in use

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