Creating Templates
Create risk or questionnaire templates from blueprints, edit in the builder, and publish versions
Create wizard (3 steps)
Site Management → Risk assessments → create new template.
Type & starter
Choose Risk assessment or Self-assessment / questionnaire. Pick Blank or a starter blueprint. Enter name and description.
Approval
Toggle Require approval. When on, submissions go to the approvals queue. When off, assessments auto-finalise as approved on submit.
Review & create
Confirm summary → Create and open editor. Version 1 is created as a draft.
Risk assessment blueprints
| Blueprint | Purpose |
|---|---|
| General Workplace | HSE-style hazard register, risk matrix, monitoring, sign-off |
| Fire | Fire Safety Order style — ignition, escape, alarms, compartments |
| Manual Handling | TILE / MHOR — task, individual, load, environment |
| COSHH | Substance register, control hierarchy, SDS-led prompts |
| Stress | HSE Management Standards evidence trail |
| Blank | Empty section shell — build from scratch |
Questionnaire blueprints
Scored self-assessments including DSE, Stress, Manual Handling, Homeworking, Information Security, GDPR Data Protection, Lone Working, COSHH, and Working at Height (+ Blank).
Form builder
After creation, the template editor lets you add sections and questions from the toolbox:
| Category | Question types |
|---|---|
| Risk assessment | Hazard & control rows, risk matrix, yes/no with follow-up, photo evidence, signature, text fields |
| Questionnaire | Scored yes/no and multiple choice, likert sliders, text fields |
| Both | Instructions blocks, checkboxes, short/long text |
Tip
Publish a version
Save draft
Ensure the form is complete, then save.
Publish
Click Publish. Confirm — new learner submissions use this version.
Update a published form
Create a new draft from the published version, edit, and publish again. Existing in-progress submissions stay on their original version.
Warning