Risk Assessment Details

On this page you can edit existing risk assessment details. You are also navigated to this page when you click New on the Risk Assessments page.

You can configure the following:

• Risk assessment: The name of the risk assessment (often includes the overall residual risk color)

• Assessment number: The number identifier for the risk assessment (often includes the overall residual risk color)

• Assessment description

• Assessment type: Indicates whether the risk assessment is Task specific (applied to specific tasks within a work order) or Generic (applied to the work order as a whole)

• Status: Indicates whether the risk assessment is active or inactive

Overall risk value of controls

This table shows the overall initial and residual risk assessment (red, amber, or green) based on the control actions in place. The overall risk matches the highest risk defined in the control actions. For example, if you have two control actions, one with an Initial risk of amber and one with red, the overall Initial risk value would be red.

Historical versions

Click Historical versions to see the list of versions the risk assessment has had, indicating for each version who created the risk assessment and when, who modified the risk assessment and when, and how long the version was used for.

Rule builder

You can use the rule builder for all Task specific risk assessments. The rule builder sets the criteria by which a work order is automatically associated with a risk assessment, along with the control actions necessary to mitigate risk for the task.

1. Click the plus sign button.

2. Select a Criteria Value from the menu that appears. Options include:

   • Asset attribute

   • Asset category

   • Asset type

   • Location

   • Organization

   • Problem type

   • Provider type

   • Site

   • Site attribute

   • Site type

   • Space type

   • Work order priority

3. Click Edit.

4. Select the names, codes, or values from within the Criteria Value to add as Saved Values.

   You can select any or all of the items configured for the Criteria Value, such as particular sites if you select Site for the Criteria Value

5. Click Select.

   Your selections appear as Saved Values for the Criteria Value. When a work order matches your selections, the risk assessment is automatically applied to the work order based on the rule.

Controls

Controls determine the control actions in place to mitigate risk for the work order or for a task within the work order.

1. Click the plus sign button.

2. Enter a control Name and enter the Controls (or control actions).

   The Name typically reflects the conditions for the control action (such as "People near the work area"), and Controls are the actions taken to mitigate the risk of those conditions (such as "Clear area" to mitigate the risk of "People near the work area").

3. Select a risk color (red, amber, or green) for the Initial risk and the Residual risk, red indicating the highest risk, then amber, then green.

   The Initial risk is the risk before the control action is taken and the Residual risk is the risk that remains after the control action is taken.

   Risk colors determine allowable actions (allow work order start, allow work order start with approval, and so on), defined on the Risk Assessment Configuration page.

4. Optionally, re-order control actions with the up and down arrows, or click the minus sign button to delete a control action.