Creating Assessments

Risk assessment records can be created in two ways: using the "New Assessment" button or by starting to type in the empty row at the top of the Safety Library table.

Method 1: New Assessment Button

1. Navigate to Risk Assessments or Safety Library
2. Click the "New Assessment" button in the top right corner
3. Fill in the required fields on the creation form
4. Click "Save" to create the assessment

Method 2: Inline Table Creation

1. Navigate to the Safety Library table
2. Find the empty row at the top of the table (it's always visible)
3. Click on the "Title" field in the empty row
4. Start typing the assessment title
5. Press Enter or click outside to save
6. The system will create a new draft assessment with your title

Required Information

When creating an assessment, you'll need:

• Title: A descriptive title for the assessment
• Assessment Type: RAMS, LMRA, JSA, HAZOP, HAZID, or General
• Description: Detailed description of the assessment
• Scope of Work: What work this assessment covers
• Location: Where the work will take place (optional)

Tips for Creating Assessments

• Use descriptive titles that clearly identify the work
• Include all relevant details in the scope of work
• Attach supporting documents if available
• Set appropriate review dates for time-sensitive assessments
• Tag assessments with relevant keywords for easier searching