Mapping Categories to Teams

2. Mapping Categories to Teams

When an action is raised in an assessment using the RiskBase application, the assessor has the option to assign it to a category (E.g., electrical repair, housekeeping etc.).

To automate the process of assigning tasks to users, RiskBase provides the capability to map categories to teams before an assessment is even started.

This means that when an action is assigned to a category in an assessment, it is automatically assigned to all users in the team it has been pre-mapped to.

Before mapping categories to teams, ensure that all teams have been correctly added with the correct users assigned to them: see Adding Users and Creating Teams.

How to map a category to a team:

1. Sign in to admin.riskbase.uk.

2. Find an organisation in the explorer.

3. Right click on it and select Details.

4. Click the Preferences tab.

5. Scroll down to the Categories section.

6. Right click on a category and click Edit Category.

7. Click Add Teams for a Task Type.

8. Select a Task Type (E.g., Remedial or Create Assessment).

9. Select a Team for this category to be assigned to.

10. Click Continue and Save.

Next to the category it will now say ‘1 Team Responsible’ in grey (the number will change depending on how many teams have been assigned to the category).