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Risk Assessments Overview - Help

Risk Assessments Overview

Understanding risk assessments in SHARD

Risk Assessments Overview

SHARD risk assessments (part of SHARD - HSEQ) cover safety documentation including RAMS (Risk Assessment & Method Statement), LMRA (Last Minute Risk Assessment), JSA (Job Safety Analysis), HAZOP (Hazard and Operability Study), HAZID (Hazard Identification), and general risk assessments. Use Risk Assessments for the workflow landing page and Safety Library for the assessment table, drawer, and document library.

What is a risk assessment?

A risk assessment is a systematic process of identifying hazards, assessing risks, and implementing controls to ensure work can be performed safely. Different types of assessments serve different purposes:

  • RAMS: Comprehensive method statement for work activities
  • LMRA: Quick assessment before starting work
  • JSA: Job-specific safety analysis
  • HAZOP: Process hazard analysis
  • HAZID: Initial hazard identification
  • General: Other types of safety assessments

Key Features

  • Document Management: Upload and attach assessment documents
  • Version Control: Track assessment versions and changes
  • Approval Workflow: Submit assessments for review and approval
  • Comments & Collaboration: Discuss assessments with team members
  • Search & Filter: Find assessments quickly using filters
  • Linking: Link assessments to other records and modules

Assessment Lifecycle

  1. Draft: Initial creation, can be edited
  2. Submitted: Submitted for review
  3. Under Review: Being reviewed by approvers
  4. Approved: Approved and active
  5. Rejected: Rejected, needs revision
  6. Expired: Past its validity date
  7. Superseded: Replaced by a newer version

Risk Assessment Board

From overview through launch, hazard lines, and the saved assessment record.

  1. 1

    Step 1

    Step 1

    Risk assessment overview

    KPI cards summarize draft, in review, approved, and expired assessments — your starting point before launching or opening a record.

  2. 2

    Step 2

    Step 2

    Launch new assessment

    Launch new opens the assessment wizard — choose blank, template, or boilerplate source and project context.

  3. 3

    Step 3

    Step 3

    Open an assessment

    The Risk Assessments tab lists active records. Open any row to continue editing, review hazards, or check approval status.

  4. 4

    Step 4

    Step 4

    Hazard lines

    The run view lists hazard lines with inherent and residual ratings. In draft, use Add hazard line; approved records are read-only.

  5. 5

    Step 5

    Step 5

    Controls and context

    Each line expands to controls, linked PTW permits, ATLAS location, and definition reference — the supporting context on an active assessment.

  6. 6

    Final step

    Final step

    Created assessment detail

    The saved assessment shows title, status, assessment number, hazard summary, and next workflow actions — the controlled record after creation and review.

Getting Started

To get started with risk assessments:

  1. Open Risk Assessments or browse records in Safety Library
  2. Click "New Assessment" or use the empty row to create a new assessment
  3. Fill in the required information
  4. Upload supporting documents if needed
  5. Submit for approval when ready