CalmCompliance
Risks

Work with risk assessment sections

Structured risk assessments are built from ordered sections that you can add, edit, reorder, and delete. PDF assessments do not use sections, hazards, matrices, or section authoring — their content is the uploaded PDF for the selected version. To create a PDF assessment, choose Upload PDF as Assessment in Create a risk assessment. Each section is a content block: a Rich Text narrative, a Matrix Section scored hazard register, a Risk Register unscored hazard register, a People & Groups participant list, a Hazard Classifications multi-select hazard register, a Hazardous Materials linked register, a Linked Documents section that references published documents from the site library, an Image Gallery photo collection, a PPE section for required personal protective equipment, or a Map section with an interactive Google Map. You control the layout and content of the assessment page by choosing which sections to include and in what order.

Before you start

You need at least the Member role for the Risks module to add, edit, reorder, or delete sections on a draft assessment. Published and historical versions are read-only. For role details, see Risks roles and access.

An optional summary widget area sits above the ordered sections and is managed separately with Add Widget. See Customize risk assessment summary widgets.

Section types

There are eleven section types. You can use any combination and any number of sections on the same assessment.

  • Rich Text — a prose block with a title, optional description, and a rich-text body. Use it for introductions, scope statements, or context.

  • Matrix Section — a scored hazard register with its own title, description, and a list of risk items scored against the assessment matrix. An assessment can contain multiple Matrix Sections, each with its own hazards.

  • Risk Register — an unscored hazard register with its own title, description, and a list of hazards recorded with a description and optional controls. Risk Register hazards do not use likelihood, severity, residual scores, or risk bands. An assessment can contain multiple Risk Register sections, each with its own hazards.

  • People & Groups — a participant list with a title and description that records who is accountable for, exposed to, or involved in the assessment. It shows both assessment-wide and hazard-level participants.

  • Hazard Classifications — a multi-select list of standard hazard classifications with optional notes. Use it to record which hazard categories apply to the assessment, displayed with pictograms and names.

  • Hazardous Materials — a linked register that connects to hazardous material records. Each linked row shows the material's current name, description, and hazard pictograms. It stays live: if the material is updated in the register, the assessment reflects the change. This section type appears under the Linked records group in the section picker.

  • Equipment — a linked register that connects to equipment risk profiles. Each linked row shows the profile's current name, categories, and emission values. It stays live: if the profile is updated in the register, the assessment reflects the change. This section type appears under the Linked records group in the section picker.

  • Linked Documents — a live reference to one or more published documents from the site document library. Each row shows the document name, identifier, version label, and type icon. If a document is renamed or updated in the library, the assessment reflects the change without relinking. This section type appears under the Linked records group in the section picker.

  • Image Gallery — a photo collection with a title, optional description, and a grid of uploaded images. Use it to attach photos, diagrams, or evidence to the assessment.

  • PPE — a controlled ISO 7010 pick-list of 11 mandatory-sign requirements with optional notes. Use it to record which personal protective equipment is required for the assessment. Each requirement renders as a pictogram with its label.

  • Map — an interactive Google Map with a saved view, an optional pin, and an optional pin label. Use it to show a location, site entrance, or hazard area. It appears under the Basic group in the section picker.

Add a section

  1. Open the draft assessment.

  2. Click Add Section.

  3. In the picker, choose Rich Text, Matrix Section, Risk Register, People & Groups, Hazard Classifications, Hazardous Materials, Equipment, Documents, Image Gallery, Map, or PPE. Hazardous Materials, Equipment, and Documents appear under the Linked records group. Risk Register and Map appear under the Basic group. You can use the search box to filter the list.

  4. The section is added to the bottom of the page and opens in edit mode. Fill in the Title and optional Description, then click Save.

Edit a section

  1. In the section header, click the edit control.

  2. Update the Title and Description.

  3. Click Save. Click Cancel to discard changes.

Reorder sections

Use the Move Up and Move Down controls in each section header to change the display order. The new order is reflected immediately on the assessment page, and it also determines the order in Full PDF and print output.

Delete a section

  1. In the section header, click the delete control.

  2. Confirm the dialog. Matrix sections show Delete Matrix Section with a Delete Register button. Rich Text blocks show Delete Rich Text Block with a Delete Block button. Hazard Classifications, Hazardous Materials, Equipment, Linked Documents, Image Gallery, PPE, and Map sections show their own delete confirmation. Image Gallery sections show Delete Image Gallery Section with a Delete Section button. Map sections show Delete Map Section with a Delete Section button. Linked Documents sections show Delete Documents Section with the linked document count. Risk Register sections show Delete Risk Register with a Delete Section button; when the register contains hazards, the confirmation shows the section name and the hazard count, and notes that related per-item data such as participants, tasks, and comments will be removed. The button text changes to Deleting… while the action is in progress.

Deleting a Matrix Section removes its hazards from the assessment. Deleting a Risk Register removes its hazards and related per-item data such as participants, tasks, and comments. Deleting a People & Groups section removes the participant list from the page. Deleting a Hazard Classifications, Hazardous Materials, Equipment, Linked Documents, Image Gallery, PPE, or Map section removes that content block from the assessment. If you need the data back, you must add the section again and re-enter the contents.

Blank assessments and the start hub

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

Assessments created from a template or by duplicating an existing assessment copy the full section layout, including Matrix Sections, Risk Register sections, Rich Text blocks, People & Groups sections, Hazard Classifications sections, Hazardous Materials sections, Linked Documents sections, Image Gallery sections, Map sections, and PPE sections, together with their hazards and participants.

How section order affects exports

Full PDF and print output list sections in the same order they appear on the assessment page. If you have multiple Matrix Sections, the hazards in each register are grouped under that section's title. Hazard Classifications sections print their selected pictograms and names, plus any classification notes. Hazardous Materials sections print each linked material with its name, description when present, and hazard pictograms. Equipment sections print each linked equipment profile with its name, categories, and emission values when present. Linked Documents sections print each linked document with its name, identifier, version label, and a reference to locate the controlled copy in the document library. Image Gallery sections print as a titled block with a three-column thumbnail grid. Map sections print as a titled block with a static map snapshot when the section contains a pin, a custom title or description, or a non-default saved view; wholly empty defaults are omitted. PPE sections print each selected requirement as a pictogram paired with its label, plus any notes when present. Risk Register sections print each hazard with its description and any existing or mitigation controls, without score columns or risk bands.

The Excel Workbook export includes an overview sheet, a People & Groups sheet when entries exist, and a data sheet for each Matrix Section. If the assessment has exactly one Matrix Section, the data sheet is named Risk Items. If there are multiple, each sheet is named after the section title. Rich Text blocks currently appear on the overview sheet in Excel; Full PDF and print include them as separate sections. The Excel Workbook also includes one worksheet per Risk Register section, named after the register title and made unique when necessary, with columns for #, Description, Existing Controls, and Mitigation Controls and no score columns. Hazard Classifications, Hazardous Materials, Equipment, Linked Documents, Image Gallery, Map, PPE, and Risk Register sections appear in Full PDF and print output. Map sections are included when they contain a pin, a custom title or description, or a non-default saved view; wholly empty defaults are omitted.

What's next

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