Filtering Assessments

Filtering Assessments

QC & Approved is the area of RiskBase used to manage the quality control lifecycle of assessments.

It supports the process of proofreading, status tracking, and formal approval of submitted assessments awaiting validation.

Only users with QC access enabled can use this functionality.

Accessing QC & Approved:

1. Sign-In to the RiskBase application: app.riskbase.uk

2. Select QC and Approved (bottom of the screen).

3. If this tab is not visible, QC access has not been enabled - contact a user with administrator access to have this feature turned on.

Understanding Assessment Visibility:

Users can only see assessments performed by an organisation if QC access is enabled, even if otherwise associated with that organisation.

Viewing Assessments Awaiting QC:

1. Open the QC and Approved tab.

2. Select All Statuses.

3. Choose Submitted.

4. If changes need to be made, select an assessment and click Unsubmit to move it back to In Progress.

Filtering and Searching Assessments:

Assessments can either be found manually searched for using the search bar or using filters.

Next to the search bar, there are four drop down filters:

All Statuses: filter by assessment status (In Progress, Submitted, Approved).

All Organisations: filter by organisation.

All Types: filter by assessment type (e.g., Fire Risk Assessment).

All Groups: filter by property group that the assessment sits under.

Alternatively, use the Assessments Filter tool, found on the right hand side:

Enter all above filters here and click Filter.

Option to filter by flags by clicking Flagged or Not Flagged.

Option to filter by Assessed or Approved Date (oldest or newest first) by clicking Order By.