> For the complete documentation index, see [llms.txt](https://docs.riskbase.uk/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.riskbase.uk/creating-+-modifying-assessment-templates/assessment-templates.md).

# Assessment Templates

## **What is a template?**

Assessment templates **define the structure of an assessmen**t 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](/glossary/fields.md), select the [assets](/glossary/asset.md) to inspect, and add the relevant [checklists](/glossary/checklist.md) and [questions](/glossary/question.md) 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.

{% hint style="info" %}
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](/creating-+-modifying-assessment-templates/viewing-and-editing-fields.md)

[Checklists and Questions](/creating-+-modifying-assessment-templates/checklists-and-questions.md)
{% endhint %}

***

## **Pre-requisites**

* Download the RiskBase app from the Apple Store or Google Play Store, or search [app.riskbase.uk](https://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.

***

## **Create a new template**

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

{% stepper %}
{% step %}

#### Open the app and go to 'Settings'.

{% endstep %}

{% step %}

#### Click 'Assessment Templates'.

<div data-with-frame="true"><figure><img src="/files/j3SUxJP67xl310bfAqcv" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

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

{% endstep %}

{% step %}

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

<div data-with-frame="true"><figure><img src="/files/NPvweaDLj3dd8sC35pl0" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

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

{% hint style="info" %}
To change the title on the PDF report from 'Fire Risk Assessment' (in this case), provide this in the **'Title'** section.
{% endhint %}

<div data-with-frame="true"><figure><img src="/files/RRnnRg7f2ZOdNcBU2xJe" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

***

## **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.

{% hint style="info" %}
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.
{% endhint %}

{% stepper %}
{% step %}

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

<div data-with-frame="true"><figure><img src="/files/VFqmSuIlNXzRgX8oRmMp" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

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

<div data-with-frame="true"><figure><img src="/files/7ei9c7avw317am3kVsRP" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Click the **tick** icon to save.

{% endstep %}
{% endstepper %}

***

## **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).

{% stepper %}
{% step %}

#### 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'.

<div data-with-frame="true"><figure><img src="/files/thpecdX99O21jEx4myDL" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

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

<div data-with-frame="true"><figure><img src="/files/G1Z4cQqUDq1x2G3I1x8S" alt=""><figcaption></figcaption></figure></div>

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.

<div data-with-frame="true"><figure><img src="/files/oKFSml8X4IAv72Xisr9o" alt=""><figcaption></figcaption></figure></div>

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.
{% endstep %}

{% step %}

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

{% endstep %}
{% endstepper %}

***

## **Add Assets**

An [asset](/glossary/action.md) 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](/glossary/checklist.md) and [questions](/glossary/question.md) are then added against these assets, so that they can be used to condition-check each one.

{% stepper %}
{% step %}

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

<div data-with-frame="true"><figure><img src="/files/7jwuouGYq2w2tZDQ3BGH" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

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

{% endstep %}

{% step %}

#### 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.

<div data-with-frame="true"><figure><img src="/files/w6D0ZqbBJbc8WFD3SJHB" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### 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.

<div data-with-frame="true"><figure><img src="/files/MuMUJmirRH1KdezMbsmn" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Click the 'No Checklists No Questions' tab.

{% endstep %}

{% step %}

#### 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.

<div data-with-frame="true"><figure><img src="/files/lf2WYPpqg7GVQabLWIHy" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Click the tick icon to save.

{% endstep %}
{% endstepper %}

***

## **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.

{% stepper %}
{% step %}

#### Click the tab under 'Checklists and Questions'.

<div data-with-frame="true"><figure><img src="/files/GcXFvJCMz9YQAKu8B3eJ" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

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

<div data-with-frame="true"><figure><img src="/files/TJAq3qTgXcdG4VfV5yoL" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Click the tick icon to save.

{% endstep %}
{% endstepper %}

***

## **Modify existing templates**

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

{% stepper %}
{% step %}

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

<div data-with-frame="true"><figure><img src="/files/myumaGJOceucQR1RRs6a" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Select a template.

<figure><img src="/files/3fGJjkNrr0KMRMsa9cUq" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### 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](#choose-fields) for further information).
{% endstep %}

{% step %}

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

See [above](#add-checklists-and-questions) for further information.
{% endstep %}

{% step %}

#### Click the tick icon to save changes.

{% endstep %}
{% endstepper %}