> 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/performing-an-assessment/assessment-overview-page.md). # Assessment Overview Page Assessment Overview Page *The Assessment overview section is where all the general information that appears at the beginning of a report is filled out.* Once an assessment has been started, to edit the overview page, click on where the assessment type is listed - e.g., Fire Risk Assessment - next to the grey circle icon. The overview page will appear on the right hand side. At the top, the unique **RiskBase reference** for this assessment is displayed, which has been automatically generated and cannot be edited. Adjacent is the **assessment status**: In Progress, Submitted, or Approved. This will automatically update if the status of an assessment is updated. **Draft PDF**: Provides the option to preview or download the draft PDF of an In Progress assessment. As changes are made to the assessment - once the sync button has been clicked - the draft PDF will update to reflect these. Once an assessment has been approved, ‘Draft PDF’ will change to say ‘Approved PDF’. There will also be an option next to it to view the ‘Live PDF’. **Custom Reference**: Where a unique identifying code can be added by an organisation - often this will be the BAFE reference code. **Assessed Date**: Refers to the date the assessment was started. This is automatically generated, but can also be edited. **Valid From**: Provides the option to set the validity period for the assessment to start either from the assessed date or a custom date. **Valid Until**: Provides options to set the timescale for the validity period: * **Valid From + Asset’s Validity Timescale**: according to the type of property being assessed, there will be a given time frame at which the next assessment is required. So for an FRA in a high rise building, it will be the validity period start date (Valid From) + 1 year (required period). * **Valid From + Assessment’s Validity Timescale**: each assessment template can be set up to have a certain validity period. So selecting this option in a new assessment will mean the validity timescale will be the start date (Valid From) + that pre-defined period according to the template (e.g., 2 years). * **Custom Timescale**: add a custom timescale by clicking ‘Y’ to select either days, weeks, months, or years. Use the + or - buttons to determine the time period. * **Custom Date**: enter an end date for the validity period manually. **Performed By**: States the organisation that an assessment is being carried out for. This is generated automatically depending on the organisation which the assessment was started under. It can also be altered to a client organisation on one the main organisation is allowed to perform assessments on behalf of. **Authors**: Lists the name and email of the individual carrying out the assessment. This isn’t editable within an In Progress assessment, but can be changed in Settings. However, the listed role of the individual carrying out the assessment can be edited - e.g., from Assessor to Approver - by clicking on this button, entering the new role, and clicking ‘Save’. This will appear beneath the name and email in this Authors section. **Risk Rating**: Where the risk rating for the assessment is entered. This can be done at any point during an assessment and is decided by the assessor - it is not produced automatically according to the information recorded in the assessment. To add or change a risk rating, click ‘New Risk Rating’, and then ‘Change Rating’. Select a likelihood and a severity, and this will produce a rating. To add a comment explaining the reason for a change, select ‘Change Reason for Rating’. Click ‘Save’ and this risk rating will be added or changed on the overview page. **Assessor Remarks**: Text box for adding a unique summary of the assessment. While an introduction can be written in an assessment template to appear each time, any introductory Assessor Remarks will be specific to that assessment and only appear on that report. **Agreed Scope:** Text box for adding information regarding the agreed approach for carrying out the assessment, what will be included etc. For example, ‘Assessment applies only to the building specified’. **Changes to Scope:** Text box for adding explanatory information if any changes are made to the agreed scope when the assessment is started. For example, ‘Assessment now applies to X number of buildings’. If Assessor Remarks, Agreed Scope, or Changes to Scope are not filled out, these headings will not appear on the overview page - they are optional. **Attachments**: Take or upload images to add to the assessment. These are separate from the photo of the property that appears on the front cover of the report - any images added here will appear under all the overview information at the beginning of the report. **Assessment Template**: The type of assessment template being used is listed next to ‘Name’ (e.g., FRA - Commercial), and the assessment type is listed next to ‘Title’ (e.g., Fire Risk Assessment). At the bottom of the overview page is the option to ‘**Delete Assessment**’. Once an assessment is deleted it cannot be recovered. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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