Add a Risk Assessment Template
In the Risk Assessments tab we can see and add Risk Assessment Templates that can be added for people in Concerns, or to DBS Checks.
To add a new template we’ll need to click the New Risk Assessment Template button.
In the window that comes up, we’ll need to give our new template a name, which is how it will be identified when it is being applied.
We’ll then need to decide whether this template is going to be used for a Person in a Concern or a DBS check.
We can then add some Intro Text, which can be used to give some guidance for how the Risk Assessment should be used.
If the person the Risk Assessment is applied to will need a re-assessment in the future, we’ll need to switch on the Re-assessment Required toggle and select the relevant Re-assessment period. When we add a Risk Assessment, we will have the option to add a Re-assessment Date. The date will automatically be set to the period we have set here, though it can be adjusted, if necessary.
If we want the template to be available, we’ll need to switch on the Live toggle.
If the Account Safeguarding Leads toggle is switched on, the template will only be visible to those that have been set as Account Safeguarding Leads, other Safeguarding Users won’t be able to see or apply the template.
Once the fields are completed, we can click the Add button to save our Risk Assessment Template.
View/Edit/Delete a Risk Assessment Template
We can view a Risk Assessment Template by clicking the blue View button to the right of the template.
If we need to make any changes to a template, we can edit it by clicking the orange pencil button. We can make any alterations and then click the Save button to save our changes.
If we need to remove a template, we can click the red dustbin button. This will remove the Risk Assessment Template from anyone that it has been applied to.