You can evaluate compliance risks for specific locations using standardized templates. This feature allows you to answer specific risk indicators and track the overall risk status of a facility or plot.
Add Risk Assessments to a Location
Select a Location: From the main Locations list, click on the name of the facility you wish to assess (e.g., Warehouse ABC) to open its details panel.
Navigate to Risk Assessments: In the left-hand navigation bar, click the Risk assessments icon (represented by a shield with a checkmark).
Create a New Assessment: Click the + Add button in the top right corner.
Select a Template: A Select template pop-up will appear.
Click the Template dropdown menu and choose the appropriate form.
The Name, Description, Risk level set fields will auto-populate based on the template.
Click Save to proceed.
Fill Out the Assessment: The assessment form will open. You can now configure the details:
Indicators: On the left side, answer the specific questions (e.g., "Presence of high risk tree species") by selecting risk absent, risk present, or not applicable. You can also add Note for specific indicators.
Assessment Details: On the right sidebar, manage the high-level data including:
Status (e.g., In progress)
Calculated risk and Residual risk.
Date completed and Valid until dates.
Notes if needed.
Save: Once you have entered the data, click the Save button in the top right corner to finalise the assessment. A confirmation message Risk assessment report created will appear.
View & Edit Risk Assessments of a Location
Select a Location: From the main Locations list, click on the name of the facility you wish to assess (e.g., Warehouse ABC) to open its details panel.
Navigate to Risk Assessments: In the left-hand navigation bar, click the Risk assessments icon (represented by a shield with a checkmark).
View Existing Records: The panel is divided into two tabs:
This record: Shows assessments specific to the current location.
Related records: Displays all risk assessments related to this location, such as country-level risk scores.
Edit Existing Records: Click the Risk Assessments, and then click the Edit button at the top right corner. You'll be able to edit the details.
Archive & Delete Risk Assessments of a Location
To maintain a clean database, you can archive risk assessments that are no longer active or delete records that were created in error.
Archive/Unarchive a Risk Assessment
Archiving a record removes it from your active list but retains the data for historical reference.
Open the Assessment: Navigate to the specific Risk Assessment you wish to manage.
Click the three-dot button: Select the Archive button (represented by a box with a downward arrow) located in the top right corner of the details panel.
Confirm Action: A confirmation pop-up will appear asking, "Are you sure that you want to archive this record?". Click the red Archive button to proceed.
Verify Status: A green "Archived" message will appear, and the status tag at the top of the record will change to Archived.
Unarchive: You can click the three-dot button and select Unarchive to make the Risk Assessment active again.
Delete a Risk Assessment
Deleting a record permanently removes it from the system. In this workflow, a record is typically archived before it can be deleted.
Locate the Delete Option: Once a record has been archived, the buttons in the top right corner will update. You will now see a Delete button (represented by a trash can icon).
Click the Delete icon.
Confirm Deletion: A pop-up titled Delete confirmation will appear. Click the red Delete button to permanently remove the assessment.
A green "Record deleted" message will appear, and you will be redirected to the main Risk Assessments list.
For more details around setting up Risk Assessment template and level, please see our Risk Assessment Collection.