A list of templates will show on screen.
Checklists and questions have several functions. They are used to:
A checklist is used when there are multiple considerations. Checklists are a list of statements that can be agreed or disagreed with. Checklists are quick, efficient and easy for customers to understand on PDF reports.
Questions are often used when the answer is not a straight forward yes or no.
Checklists and questions can be combined in the same assessment template.
As you answer the checklists, suggested actions and control measures will appear below. You can use the suggested actions by pressing on them or create blank actions and controls.
When you answer the question, suggested actions and control measures will appear below. You can use the suggested actions by pressing on them or create blank actions and controls.
Learn about Actions.
A list of suggested control measures appears below checklists and questions when they are answered. Use a suggested control measure:
During follow-up visits, previous controls, actions and answers appear in the assessment. Actions can be reviewed as Not Started, In Progress, Completed and Cancelled. Control measures can be reviews as on-going or cancelled.
Assessors can check and confirm the status of previous actions. You have to answer the checklist or question the action is linked to first.
If existing arrangements have stayed the same, previous control measures can be marked as Ongoing. The assessor doesn't need to re-add the same controls during each FRA.
If the control is no longer valid, assessors can select Cancelled to remove it.
Checklists and questions have several functions. They are used to:
Once all the field data, questions, checklists, actions, control measures and risk rating have been proofed, the assessment is ready to be submitted.
Sync
Press the green sync button (bottom-right of the screen) to ensure your data is sent to and saved in the cloud.
Follow along as we demo how to perfom an FRA with the latest version of the RiskBase App.
List options are available during assessment and QC. They allow you to change the layout of fields and questions to suit your workflow.
The settings icon can be found at the top of the assessment navigation screen.
The list options will pop up in a modal.
Fit more on your screen. Switch from normal to small to decrease the text size and amount of space fields and questions take up.
Switch between default, Less and More to define the amount of information displayed under each question.
Hide or show questions and checklists based their status or answer:
Good to know
- The RiskBase App remembers your preferences while you are signed in.
- In list options, the yellow dot indicates you have a non-default list option turned on.
If you have a series of similar buildings to assess, this tool will allow you to create a blueprint assessment and copy it to the other buildings.
This may also be useful if you have a customer who wants their actions and controls to include specific language and/or reference their policies.
Good to know
- An assessment must be in progress to be copied.
- An approved assessment cannot be copied.
- You need to be the author of an assessment to copy it.
- The copy tool does not copy photos or field information that identifies the building.
- An assessment can be copied to one or more assets at a time.