Complete Risk Assessments

Risk Assessments allow workers to visualize and minimize the level of risk linked to a Task.

During a Risk Assessment, workers can select the activities and hazards linked to a Task to identify the level of risk. To mitigate the level of risk, workers can select the controls required or recommended based on the Task’s activities and hazards. Note that the process is similar on the mobile app.

How to complete Risk Assessments.

To complete a Risk Assessment for a standalone Task:

  1. Click on your Home page
  2. Click on the Task on the Home page. If you can't find the Task you are looking for, click on the progress bar to view a complete list of the Tasks assigned to you and, if necessary, narrow your search by filtering the results
  3. Click on the "Risk Assessment" section. It should either show “Not started” or “Incomplete”
  4. Select "Start risk assessment"
  5. Choose the activity/activities that apply from the list and then click on "Next" in the top-right corner
  6. Select the hazard(s) that apply from the list and then click on "Next" in the top-right corner
  7. Indicate the behaviour(s),  Work Permit(s), and Isolation(s) that apply. If you are unsure of a selection, you can click on the information icon on the right-hand side of each behaviour
    • Behaviour: action(s) that must be carried out to ensure that Tasks are completed as safely as possible
    • Work Permit: a document that is used to control certain types of work identified as potentially hazardous by requiring a sign-off before work can commence
    • Isolation: procedures used to make sure equipment and hazardous energy sources are shut down or inoperable until a Task is complete

If you cannot find the activity, hazard, or behaviour that you are looking for in the list, you can:

    1. Type in your preferred option in the search bar
    2. Click on "Add your own"
    3. Confirm the action by clicking on "Add" when the pop-up box appears

💡 Can’t find the energy source you are looking for in the list of Isolations? Create an unplanned Isolation by typing in the name, clicking on “Create a new isolation plan”, and following the instructions.

8. As you select the activities, hazards, and controls, you will notice the Potential Risk and Residual Risk analytic bubbles at the top of the page shift based on your selections. The analytic bubbles change color depending on the risk score: low (green), medium (yellow), high (orange), and extreme (red). To view the actual calculated scores, click on an analytic bubble

💡 If you feel that the auto-generated risk score does not accurately reflect the level of risk you would assign a Task, you can change it by clicking on "Edit" in the Potential Risk and Residual Risk analytic bubbles.

9. Once you have filled in all of the details, click on "Done" in the top-right corner

10. Look over the newly formatted Risk Assessment:

    • To edit the activities, hazards, or controls, click on “Edit” in the top-right corner of each section
    • To issue the Work Permit, click on "Draft" on the right-hand side of the Work Permit section
    • To edit the details of an Isolation plan, click on an Isolation

11. Once you are satisfied, click on "Accept" in the top-right corner to save the Risk Assessment. This action will take you back to the Task

💡 Completed a Risk Assessment but want to make changes? Click on the Risk Assessment section in a Task and make adjustments in a Task.