QC and Approval

QC & Approved is the area of RiskBase used to manage the quality control lifecycle of assessments. It supports proofreading, validation, status tracking, and formal approval of submitted assessments before they are finalised.

This area is intended for administrators and validators who are responsible for ensuring assessments meet organisational and compliance standards.

Where

QC & Approved is accessed from the Assessments area of the RiskBase application. Visibility of assessments within this section is controlled by organisational QC permissions assigned to the user.

Only users with QC access enabled can view and act on assessments in this area.

Why

QC & Approved ensures that assessments are independently reviewed and authorised before approval. This supports governance, consistency, and accountability by ensuring that only validated assessments progress to an approved state.

Controlled visibility ensures that users only see assessments produced by organisations for which they have explicit QC responsibility.

How

Accessing QC & Approved

1. Open the RiskBase application.

2. Select Assessments.

3. Ensure the Assessment QC feature is enabled for the user account. *If the Assessments tab is not visible, QC access has not been enabled.*

Understanding Assessment Visibility

Assessment visibility in QC & Approved is based on organisational QC access.

• Users see assessments produced by organisations where QC access is enabled.

• Users do not see assessments produced by organisations where QC access is not enabled, even if they are otherwise associated with that organisation.

Example:

• A validator is linked to Fire Fit Consultancy and Fox Residential.

• QC access is enabled for Fire Fit Consultancy only.

• The validator will see:

  • All assessments produced by Fire Fit Consultancy.

• The validator will not see:

  • Assessments produced by internal staff at Fox Residential.

Viewing Assessments Awaiting QC

1. Open Assessments.

2. Select Statuses: All.

3. Choose Submitted to view assessments awaiting quality control.

Filtering and Searching Assessments

Filters can be used to manage assessment lists:

• For: Filter by the organisation the assessment was produced for.

• By: Filter by the organisation the assessment was produced by.

• Search: Use keywords such as assessment type, asset address, or assessor name.

• *Order By:*

  • Assessed Date (Newest or Oldest)

  • Approved Date (Newest or Oldest)

Filter selections are retained for future sessions.

Reviewing an Assessment

1. Select a submitted assessment from the list.

2. Review all sections of the assessment.

3. Confirm accuracy, completeness, and compliance.

Assessments in QC are read-only. Changes require the assessment to be unsubmitted.

Unsubmitting an Assessment

If changes are required:

1. Open the assessment.

2. Go to Overview.

3. Select Unsubmit Assessment.

4. Enter a reason for unsubmission.

5. Choose whether to notify the assessor.

6. Select Unsubmit.

Approving an Assessment

Once review is complete:

1. Open the assessment.

2. Go to Overview.

3. Select Approve.

4. Optionally:

   • Adjust the Action Timescale Date.

   • Update reviewed action timescales.

   • Add a note for the assessment history.

5. Select Approve to confirm.

Un-approving an Assessment

If an approved assessment requires further changes:

1. Open QC & Approved.

2. Select the approved assessment.

3. Go to Overview.

4. Select Un-approve Assessment.

5. Enter a reason.

6. Select Un-approve.

The assessment status returns to Submitted.

Gaps

• Flags: this is probably a different article but flags are an important part of QC. Customers can build their own set of flags based on their own internal processes.