Step 1: Create New e-Folder
Click the 'Create New e-Folder' button under the e-Checklist > Administration section.
Step 2: Set e-Folder Type
In the 'e-Folder Type' dropdown, select the desired type ('Risk Assessment')
Step 3: Define Risk Colour Percentage
Adjust percentage for:
High Risk, Medium Risk, Low Risk, No Risk
Click on Next
Step 4: Add e-Checklist
Click on Create New button
Enter a Title.
Adjust the following options:
Mandatory: Requires e-Checklists in the e-Folder to be completed before submission.
Allow Multiple Submissions: Allows users to fill out the same e-Checklist multiple times (e.g., for inspecting multiple rooms in one building)."
Template: Makes the e-Checklist reusable in other e-Folders.
Maintenance Mode: Temporarily stops access to the e-Checklist while changes are being made.
Click Save to create the e-Checklist
Step 5: Add Questions
Navigate to the 'Questions' tab and click the '+' icon to add questions.
Step 6: Question Types
A. Single Selection
B. Multiple Selection
Step 7: Assign Risk Levels to Responses
For risk assessment e-checklists, responses in both Single Selection and Multiple Selection question types can be assigned specific risk levels. Under the Risk Levels section, you can categorise each response option into one of the following risk levels:
High Risk, Medium Risk, Low Risk, No Risk
Step 8: Add a Hint
You can add hint text for each response to provide additional guidance.
This is how the 'Hint' will appear to the user when attempting the Risk Assessment e-Checklist.
Step 9: Mandatory Actions
You can enable Mandatory Actions at both the question and option level. To do this, toggle the 'Mandatory Actions' attribute under Attributes.
Question Action
Enable 'Question Action' to mandate that the user creates an action, regardless of their responses.
Option Action
To require the user to create an action for a specific response, select 'Option Action' and check the checkbox under 'Mandatory Actions' for that response.
Step 10: Risk Assessment Attribute
When adding a question, the Risk Assessment attribute is enabled by default for Risk Assessment e-Folders. Disabling it means the question won't impact the e-Checklist's risk level.
Step 11: Set Sequence and Dependency
Force Restart: asks users to restart the e-Checklist when they access it again.
Set Dependency: to ensure users complete the e-Checklists in a certain order.
Select Edit to view and edit e-Checklist Settings
Click Next
Step 12: Finalise Setup
Click 'Finish' to complete the setup.
Step 13: Risk Assessment Reporting
Navigate to e-Checklist > e-Folder Home > Risk Assessments. Users with the Resolver role of a Risk Assessment e-Checklist can view and manage submitted risk assessments.
e-Folder Title: Name of the e-Folder.
Submitted By: Name of the submitter.
Score: Displays the risk level (High, Medium, Low, No Risk).
Actions: Number of required actions.
Due Date: Deadline for completion.
Submission Date: Date and time of submission.
Status: Current status of the e-Folder.
Step 14: Update Risk Levels
Resolvers can update the risk level of a submitted assessment under the following conditions:
All Actions Are Completed and Resolved:
When all required actions for the assessment have been completed and resolved.
No Actions Created
If the assessment was submitted without any actions associated with it, the Resolver can directly update the risk level.
Steps to Update Risk Level:
Locate the assessment in the Risk Assessments tab.
Click the Update Risk Level button in the corresponding row.
Select the appropriate risk level from the available options:
High Risk
Medium Risk
Low Risk
No Risk
Click Update to save the changes
Step 15: View Status History
The View Status History allows users to track all updates made to the risk levels of a specific assessment.
How to Use View Status History:
Click the ‘View Status History’ button for the desired risk assessment record.
A popup will appear:
The user’s name and user profile picture who made the update.
The risk level changes (e.g., High Risk → No Risk).
Hover over the displayed time (e.g., Today) to view the exact date and time of the change.
