CalmCompliance
Risks

Create a risk assessment

Create a risk assessment in the Risks module by choosing a start method, filling the form, and then building the page from composable sections. You can add Matrix Sections for hazards, Rich Text blocks for context, People & Groups for participants, Hazard Classifications for multi-select hazard categories, Hazardous Materials for live-linked register records, Linked Documents for references to published documents from the site library, Image Gallery sections for photos and evidence, and Map sections for locations and site views, then arrange them in the order you need.

Before You Start

You need at least the Member role for the Risks module to create a risk assessment. You need the Manager role or higher to publish, set approval workflows, and configure review schedules. Roles are assigned per site in Settings > User Management > Edit Access. For a full role breakdown, see Risks roles and access.

How to Create a Risk Assessment

  1. Go to Risks in the main navigation and open Risk Assessments

  2. Click Create Assessment

  3. Under How Would You Like to Start?, choose an option:

    • Standard — build the assessment manually

    • Import from PDF — upload a risk register PDF. The system extracts risks for you to review before creating a draft.

  4. Fill the form:

    • Name

    • Description (optional)

    • Category — select a category or choose No Category

    • Template — select an existing template or No Template to start from scratch

    • Risk Matrix Type — select the scoring matrix for the assessment

    • Tags — add any tags for grouping

    • Approval Workflow — select an approval workflow or leave as Approval Not Required

    • Review Schedule — select a review schedule or leave as No Review Required

    • Effective Period — set an Effective From date and an Expires On date

  5. Click Create Assessment (or Create from Template if you selected a template)

Build the assessment from sections

When you create a blank assessment from scratch, the detail page opens to a start hub. Click Add Section, the Add Documents chip, the Add Image Gallery chip, or the Add Map chip to choose your first block and begin building the assessment.

If you created the assessment from a template or by duplicating an existing one, the page may already contain sections copied from the source. You can add more sections, edit them, or reorder them.

Add your first section

  1. On the assessment page, click Add Section.

  2. Choose Matrix Section to start a hazard register, Rich Text to add narrative, People & Groups to record participants, Hazard Classifications to record applicable hazard categories with pictograms, Hazardous Materials to link live register records, Documents to reference published documents from the site library, Image Gallery to add photos and evidence, or Map to show a location.

  3. Enter a Title and optional Description, then click Save.

Add more sections

You can add any number of sections. Repeat the steps above to add extra Matrix Sections for different hazard categories, additional Rich Text blocks, a People & Groups section, Hazard Classifications sections, Hazardous Materials sections, Linked Documents sections, Image Gallery sections, or Map sections.

How to Add Risk Items and Controls

  1. Open the assessment from the Risk Assessments list.

  2. In the Matrix Section where you want the hazard, click Add Risk Item.

  3. Enter the details:

    • Risk Description

    • Severity and Likelihood — the matrix calculates a Risk Score for each item

    • Existing Controls — controls already in place

    • Mitigation Controls — additional actions to reduce the risk

    • Residual Risk Assessment — optional, to record the severity and likelihood after mitigation

  4. Click Add Risk Item to save

  5. Repeat for each risk you need to document

If the assessment has multiple Matrix Sections, each section is its own register. Hazards added to one section do not appear in another. The assessment page rolls up scores across all Matrix Sections.

People & Groups from templates and copies

If you create an assessment from a template, or duplicate an existing assessment, the participant entries and the People & Groups section are copied into the new assessment. You can add, edit, or remove participants after the assessment is created.

How to Review Scoring

Once you have added risk items, the assessment detail page shows an Assessment Scores summary. It displays Max Risk, Max Mitigated, Avg Risk, and Avg Mitigated, plus a Mitigated reduction indicator. Scores are calculated across all Matrix Sections. Use this to identify the highest-priority items quickly.

How to Publish the Assessment

  1. On the assessment detail page, click Publish Assessment

  2. Enter Publish Notes describing what is changing

  3. If you selected an approval workflow, click Request Approval and choose an approver

  4. If no approval workflow is required, confirm to publish directly

What’s Next

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