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How to Create a New Risk Record
Who is this article for?Ideagen EHS users preparing for a risk assessment.
Risk create access is required.
Users can use the Risk Assessment module to identify tasks and their associated hazards, calculate initial and residual risk ratings, identify controls, manage action item plans and upload necessary attachments.
This article outlines the steps to create a new risk record before you perform an assessment. It is split into the following sections:
1. Steps of Creating a Risk Records
The table below outlines the steps to create a risk assessment record:
| Step | Description |
|---|---|
| Assessment Details | This step includes completion of all risk fields to provide details of the assessment and categorization of the risk assessment. |
| Approval Set Up | This steps allows you to configure the approval workflows for when the risk is performed (i.e. who will sign off the assessment). |
| Notifications Set Up | This step allows you to create or delete notifications. |
2. How to Create a New Risk Record
- Click Modules and then Risk Assessment.
- Click Add New.
- Complete all the required fields.
- Click Next.
- Enter the approval workflow.
- Click Save & Next, and then OK.
- Review the notifications that have been configured. You can then:
-
-
- Delete any unwanted notifications.
- Create any new notifications.
-
- Click Save.
Note: Clicking Save will allow you to then manage the risk record (e.g. review the details and make changes) whereas clicking Perform Assessment will move into the performing stage.
3. Further Reading