Risk Assessment

The Risk Assessment module lets you conduct structured, activity-based risk evaluations within a project. You identify activities, assign hazards to each activity, evaluate likelihood and severity, document control measures, and track residual risk — all within the app.

Accessing Risk Assessment

Open Risk Assessments from the tile on the home screen or from More › Records. You can also put it on your bottom bar with Profile › Customize navigation. Risk assessments are scoped to the current project.

Activity-Based Assessment

Risk assessments are structured around activities — the tasks or operations being evaluated. For each activity you:

1. Select or create an activity from the activity list
2. Add one or more hazards associated with that activity
3. For each hazard, evaluate likelihood and severity
4. Record existing control measures and proposed additional controls

Risk Scoring

Risk is calculated automatically:

Risk Score = Likelihood × Severity

Both likelihood and severity use a 1–5 scale. The resulting score (1–25) maps to four risk levels:

Score	Level	Color
1–5	Low	Green
6–12	Medium	Yellow/Amber
13–19	High	Orange
20–25	Critical	Red

Control Measures

For each hazard you can document:

• Existing controls: measures already in place that reduce the risk
• Additional controls: proposed actions to further reduce residual risk

After applying controls, you can re-evaluate the residual likelihood and severity to confirm the reduced risk score.

Integration with Actions

Control measures turn into corrective actions. On a risk assessment, tap Create Action next to a measure that has not been converted yet: the new action is linked to the assessment, shows a Source: Risk Assessment link back to it, and carries Risk and Measure chips naming the risk and the measure it came from. The assessment's Actions tab lists every action created this way.

The actions then follow the normal lifecycle (Open, In Progress, To verify, Closed) in the Actions module -- see the HSE Management Tutorial.

Quick Filters and Grouping

Use the quick filter bar to filter risk items by activity category or risk level. Switch between group-by modes to organize the list by activity, risk level, or status, making it easier to focus on high-priority items.

What's Next?

• HSE Management Tutorial: Creating and tracking actions with the full field set
• Permit to Work: Permits that build on your risk assessments
• Team Collaboration: Managing user roles and permissions