Risk Assessments
Create risk and questionnaire templates, assign them, manage approvals, and use reporting
Submission lifecycle
| Status | Meaning |
|---|---|
| Draft | Learner is filling the form; not yet submitted |
| Submitted | Awaiting approval (when approval is required) |
| Approved | Finalised — counts toward compliance rules and reporting |
| Rejected | Reviewer declined; learner must revise and resubmit |
Templates are split into Risk assessments (hazards, controls, matrices, signatures) and Self assessments (scored questionnaires). Both share the same assignment, approval, and reporting workflows.
Step-by-step guides
Creating Templates
Create risk or questionnaire templates from blueprints, edit in the builder, and publish versions
Assigning & Scheduling
Assign templates to dynamic groups, set deadlines and expiry, and link templates to compliance rules
Approvals & Submissions
Configure approval workflows, review submissions, and understand the learner submit journey
Reporting & Compliance
Tenant and per-template reporting, PDF export, and how approved assessments satisfy compliance scans
Related guides
Link published templates to compliance scans in Global Compliance Rules or Per-Site Compliance Rules. Include templates in contractor packages via Contractor Management.