Assessment Templates

This page will explain how to create and modify assessment templates.

What is a template?

Assessment templates define the structure of an assessment before it is carried out.

They determine what information is collected, which assets are included, and what questions the assessor will be asked.

Templates are fully customisable. Users can choose property information fields, select the assets to inspect, and add the relevant checklists and questions for each assessment type.

Different assessment types use different template structures. For example, a Fire Risk Assessment (FRA) template is built around property information and checklists, whereas a Fire Door Survey template includes door assets with their own associated checklists.

Every assessment created from a template follows the same structure, ensuring consistent data collection and reporting.

Templates can be modified at any time to meet changing requirements.

Modifications to the structure and content of fields, checklists and questions themselves are done separately to building or modifying an assessment template.

For more information on how to do this, please see below:

Viewing and Editing Fields

Checklists and Questions

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Pre-requisites

• Download the RiskBase app from the Apple Store or Google Play Store, or search app.riskbase.uk in a web browser.

• Ensure an account has been set up and sign-in.

• Ensure the account has been given access to view and modify assessment templates.

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Create a new template

Users can create as many templates as they want, e.g., for different clients or property types.

1

Open the app and go to 'Settings'.

2

Click 'Assessment Templates'.

3

Click the '+' icon (top right corner of the screen).

4

Select an assessment type for the new template (e.g., Fire Risk Assessment).

5

Provide a 'Name & Description' for the template (this will not appear on the PDF report).

To change the title on the PDF report from 'Fire Risk Assessment' (in this case), provide this in the 'Title' section.

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Choose fields

Once created, the next step of building an assessment template is to choose the Property Information fields that will be available to capture information for.

Property Information fields capture static information about the property (e.g., Building Height, Responsible Person etc.).

In a Fire Risk Assessment, for example, assessors will be prompted to gather this field information as well as answering checklists and questions.

1

Below the 'Title' section, click the tab under 'Fields'.

2

Select from a library of Property Information fields to choose the ones that will appear on this template.

3

Click the tick icon to save.

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Customise field settings

Once field sections have been selected, users can control the settings for individual fields (e.g., whether they appear in an assessment or not).

1

Click 'Press to customise...' under a field section (e.g., 'Building').

This will display the individual fields that will appear in an assessment under that section.

This includes a range of field types, e.g., single select lists for 'Property Type' or free text boxes for 'Known Build Date'.

2

Use the four buttons on the right hand side of the screen to control the settings for each field.

The buttons next to a section heading (e.g., 'Building') control the settings for all the fields within that section ('Property Type', 'Building Era / Age' etc.).

To customise the setting for an individual field, use the buttons next to it.

In the image above, an assessor would not be able to submit an assessment using this template unless the 'Property Type' field had been filled in, because this field has been made required.

An assessor would not have the option to capture information for 'Building Era / Age', because this field has been hidden.

3

Click the tick icon (top right corner of the tab) to save.

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Add Assets

An asset in RiskBase is any part of a building that can be condition-checked, e.g., a communal fire door, smoke alarm, lift etc.

If required for an assessment template (e.g., Fire Door Survey), these need to be added as well as fields.

Checklists and questions are then added against these assets, so that they can be used to condition-check each one.

1

Scroll down past the Property Information fields, to the 'Assets' section.

2

Select an asset (e.g., Communal Fire Doors).

3

Click the 'Press to customise...' button to edit the field settings if required.

Just with Property Information fields, each asset type contains a list of static information fields that an assessor would capture information for before condition-checking it.

4

Select a check period for this asset (e.g., annually, quarterly).

This will allow assessors to track, for example, which communal fire doors in a building have been checked in a given quarter, and which ones still require a check.

5

Click the 'No Checklists No Questions' tab.

6

Choose from a library of checklists and questions to select one or more to be used to condition-check this asset.

Each time a communal fire door is added in an assessment, for example, the assessor will be prompted to use the 'Communal Door Condition' checklist to condition-check it.

7

Click the tick icon to save.

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Add Checklists and Questions

For assessments not requiring assets (e.g., Fire Risk Assessments), checklists and questions need to be added against the template itself.

1

Click the tab under 'Checklists and Questions'.

2

Select from a library of all available checklists and questions to choose which ones will appear for this template.

3

Click the tick icon to save.

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Modify existing templates

As well as creating new templates, users can modify the standard RiskBase ones they are provided with.

1

Go to 'Settings' in the app and click 'Assessment Templates'.

2

Select a template.

3

Click on the tab under 'Fields' to edit which Property Information or Asset fields are selected for the template.

Users can also edit which checklists and questions or check schedules are selected for assets (see above for further information).

4

Click on the tab under 'Checklists and Questions' to edit which checklists are selected for the template.

See above for further information.

5

Click the tick icon to save changes.