Creating Templates
Create risk or questionnaire templates from blueprints, edit in the builder, and publish versions
Before you start
Risk and questionnaire templates live under Site Management → Risk assessments (/admin/site-management/risk-assessments). Access requires tenant admin rights and the risk assessment feature flag (features.riskAssessment).
The templates page title is Risk & self-assessment templates. Toolbar actions: Reporting, View submissions, and New template. KPI tiles show Active templates, Published, Group-assigned, and Awaiting approval counts.
Create wizard (3 steps)
Click New template to open the creation wizard. New templates start as a draft until you publish a version.
Type & starter
Choose Risk assessment or Self-assessment / questionnaire. Pick Blank or a starter blueprint. Enter Template name (required) and Description (optional), then click Next.
Approval
Toggle Require approval. When on, submissions enter an approval queue after submit. When off, assessments auto-finalise as Approved on submit. Click Back or Next to continue — you can change this later in Configure.
Review & create
Review the summary, then click Create and open editor. Version 1 is created as a draft and the form builder opens at /admin/site-management/risk-assessments/{templateId}.
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 |
Tip
Questionnaire blueprints
Self-assessment / questionnaire templates include scored layouts for common compliance topics:
| Blueprint | Typical use |
|---|---|
| DSE | Display screen equipment self-assessment |
| Stress | HSE Management Standards questionnaire |
| Manual Handling | Worker self-check against TILE factors |
| Homeworking | Remote working safety checklist |
| Information Security | Staff infosec awareness self-assessment |
| GDPR Data Protection | Data handling practices review |
| Lone Working | Lone worker safety questionnaire |
| COSHH | Substance exposure self-report |
| Working at Height | Height work competency check |
| Blank | Build a custom scored questionnaire from scratch |
Form builder
The template editor lets you add sections and questions from the toolbox. Use the version selector to switch between draft and published versions (v{n} (published) / (draft)).
| 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 and all required fields are configured, then click Save draft.
Publish
Click Publish and confirm. The UI warns that new learner submissions will use this published version; in-progress submissions stay on their original version.
Update a published form
When all versions are published, click Start new draft to create the next version. Edit, save, and publish again. Existing in-progress submissions remain on their started version.
Warning
Template list actions
After publishing, each template card on the list page shows status badges and icon actions:
| Badge / action | Meaning |
|---|---|
| Published v{n} | Latest published version number — learners and compliance use this schema |
| Not published | Draft only — not available to learners or compliance rules |
| Approval / Optional | Whether submissions require reviewer approval |
| Assign to groups | Limit visibility to selected dynamic groups (empty = all learners) |
| Response charts & export | Per-template reporting (disabled until published) |
| Configure template | Name, site default, approvers, deadlines, expiry |
| Delete template | Remove template and associated configuration |
Next steps: configure approvers and deadlines in Assigning & Scheduling, then link the published template to compliance rules if needed.
Related guides
- Assigning & Scheduling — group assignment, deadlines, and compliance linkage
- Global Compliance Rules — add published templates as scan requirements