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Where are my Risk assessments located?

Finding your Risk Assessments in the platform

Written by Hayley Jones
Updated over 2 months ago

To find the example risk assessments, you'll need to go to Health & Safety > Risk Assessments. You can type in the risk assessment you require into the 'Filter by Name or Reference Number' filter box.

Additionally, risk assessments created in this section will appear in the Pending tab until approved. If an assessment cannot be found, ensure that you are checking correctly within the Pending tab.

To view risk assessments across multiple sites, ensure that “Site Groups” under Company > Site Groups is enabled. Enabling this feature allows you to access assessments and other documents across all sites within the included group. If site-specific views persist, check the Site Groups configuration for accuracy.

To access specific risk assessment templates, such as the below, you can access these by heading to ‘My Area’ > ‘Documents’ > ‘Company Documents’ > ‘Useful Documents & Templates’.

  • Display Screen Equipment Assessment

  • Individual Risk Assessment

  • Individual Stress Risk Assessment

  • New and Expectant Individual (Pregnancy) Risk Assessment

  • Young Person Risk Assessment

    To edit approved risk assessments, begin by opening the approved assessment and using the 'Copy' option to create a new version. Approved assessments themselves cannot be directly edited but can be updated through new versions. Archiving the old version ensures proper record-keeping. In cases where risk assessments become inaccessible due to being overdue, navigate to the Overdue tab, locate the relevant assessment, and use the Actions column to review and regain access.

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