> 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/understanding-the-ui.md).

# Understanding the UI

Understanding the UI

**Viewing suggestions inline:**

When adding actions and controls in an assessment, they automatically appear at the bottom of a checklist:

![](/files/ek0WykLXPb8orsh7skg4)

RiskBase has a feature that, if switched on, displays the suggested actions and controls under their corresponding checklist item:

![](/files/oDEryt8BSEdVPkPHXa8a)

To turn on this feature:

1. Select a checklist.
2. Click the three dots in the top right hand corner.
3. Click **Show Suggestions Inline**.

**Understanding the status bar:**

When an assessment template is opened, a status bar appears at the top of the screen:

![](/files/kbZ4E8twTZixRMBvspPG)

**Light purple, with the Q icon:** number of questions answered. In this case, it displays 0/4 because there are 4 available questions, none of which have been answered yet. As the assessment is filled out, this status bar will update to reflect how many questions have been answered.

**Dark purple, with the C icon:** number of checklists answered. Again, as checklists are completed throughout the assessment, this number will change accordingly.

**Red, 1 Action:** number of actions raised in the assessment. As actions are raised under checklists, this number will increase.

**Blue, 1 control:** number of controls raised in the assessment. As controls are added under checklists, this number will increase.

**Understanding the filter feature:**

The light blue filter button on the right hand side of the status bar allows you to alter the view options of the assessment:

Clicking on this produces a set of options to control how an assessment is laid out in the app:

**List Size:** option to change the font size in the checklists and questions from normal to small.

**List Details:** option to show the short or full description for checklists and questions, actions and controls, and action and control suggestions.

Also an option to turn off the ability to add information about the category, severity, timescales etc. for both raised and suggested actions.

**Questions and Checklists:** option to show or hide checklists and questions that are unanswered, negatively answered, or positively answered.

**Actions and Controls:** option to show or hide:

* Actions and controls when answering a checklist or question.
* Action and control references.
* New and reviewed actions and controls added to the current assessment.
* Unreviewed actions from previous assessments not yet added to the assessment.

**Validation:** option to show or hide errors in the assessment that would prevent it being approved e.g., highlight incomplete checklists.

**Copying an Assessment:**

In Progress assessments can be copied into other properties. These properties must be under the same organisation as the assessment being copied over.

Note that the original assessment’s custom reference, file attachments and photos will not be copied over.

To copy an assessment:

1. Click the three dots at the top of the screen above the status bar.
2. Click **Copy Assessment**.
3. Select the property it needs to be moved to.
4. Click **Copy**.


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