Applying a Risk Assessment to a Learner

Once you have configured your Risk Assessment Setups, you can then begin to apply these to individual learners on your system.

Accessing the Risk Assessment page for a learner

To do this, access the relevant learner record that you want to apply a Risk Assessment to, and select the View tab at the top of the page. 

Select Risk Assessment in the dropdown, and this will take you to the Risk Assessment page for that learner.

Note:
If you don't have access to this option, you many need to change your Risk Assessment policy. This is found in Administration > Policies > System Policies > Learner Policies > 'Use Risk Assessments'. Additionally, you will need the permissions 'Student - risk assessment - read' in order to view this area, or 'Student - risk assessment - write' in order to make changes to this area

Any Risk Assessments already applied to the learner record will appear in a list on screen, showing the specific Risk Assessment, the date the assessment was last updated, and who created the entry. Use the notepad icon to view the details of the Risk Assessment, or the trash can icon to remove it from the learner profile.

Adding a New Risk Assessment to a learner profile

To apply a new Risk Assessment to the learner, click on the Add New Risk Assessment button. From the window that appears, you can then select from the dropdown the specific Risk Assessment setup you need. Once selected, click on the blue 'Create' button. This will add a new entry to the list on screen with the type of Risk Assessment selected. 

To then populate the new Risk Assessment, click on the notepad icon to access the details page for it.

You will need to specify which hazards to include in the Assessment, which you can do by selecting the blue Add Hazard(s) button. This will open a window displaying all hazards included in this setup, as configured in Standard Values. You can select all Hazards displayed by clicking the checkbox that appears in the top right of the window. Alternatively, you can select and de-select individual hazards accordingly using the relevant checkbox. Once this is done, click the blue Add button.

The hazards will now appear on the screen. To expand a hazard simply click on the label for it.

This will expand the hazard and display these fields:

Unless the assessment you have selected has text already included in the setup, the fields will be blank. Note that you may be unable to edit certain fields depending on which ones have been locked during the Risk Assessment setup. Please refer to the article 'Risk Assessment Setup' for more information on this.

Populate the fields accordingly, and once you have made all necessary changes to the assessment, click on the green Save Changes button. 

The RAG scoring for Risk Assessments is configured in Standard Values > Defaults > Key Performance Indicator Settings, where you can then set the criteria to trigger either a Red, Amber, or Green score, which will be applied when filling in the 'Likelihood x Severity' scores on a Risk Assessment.

Info:

The RAG score given to a Risk Assessment will be shown by colouring the text of the Risk Assessment title.

Removing a Hazard

To remove a hazard from a particular assessment, click on the red Remove Hazard button. Select which hazards to remove, and then click the red Remove button.

Printing a Risk Assessment

Along the bottom row of options, you'll find the Print button. Click on this, and from the window that appears you can then select which hazards to include in the printout document, opt to print landscape or portrait, and then two print options: Print Simple and Print Detailed.

The Print Simple option will create a printout displaying the text box details of each hazard within that Assessment.

The Print Detailed option will create a printout displaying the text box details of each hazard, as well as the Likelihood and Severity fields, the RAG rating, and a colour coded table displaying the legend for the Likelihood/Severity of a hazard. It will also include an area for adding signatures to the document.

Review Info

The Review Info option allows you to select a future date to review the Risk Assessment in question. Clicking on this will open a window with two fields. First select the date you would like to conduct a review of the Risk Assessment, and then select the staff member from the dropdown beneath. 

Be sure to save any changes you make at any time by clicking on the green Save Changes button.