📄️ Accessing Risk Assessor
After the initial set up of the Methodology Categories and the Risk Assessor Methodologies, the user is ready to create a new risk assessment.
📄️ Send for Approval
When the user has completed the details associated with the risk assessment, it can be sent for approval. To send the risk assessment for approval, under Record Options click the Send for Approval icon.
📄️ Areas
To add an area, click on the Areas tab. The user will be presented with a grid. The column in the grid are Name, Method, Category, Area Id and Completed. Along with the grid there are three buttons, these are Add Area, Delete Area and Duplicate Existing Areas.
📄️ Assess Risks
When the risk assessment has gone through the approvals and the start assessment phase is completed, the user can now begin to Assess Risks.
📄️ Attachments
To add an attachment in Risk Assessor for items such as drawings, documents, pictures follow these steps:
📄️ Attendance
To track attendance for the risk assessment, select Attendance from the tab to the left of the window. The Attendance window will open.
📄️ Create Risk Assessment
After the set of the methodology categories and the Risk Assessor methodologies are populated in the Administration, the user is ready to create a risk assessment in VisiumKMS.
📄️ Detailed Report
To view a document of all the details surrounding an incident, click View Detail Report under the Record Options located on the left. This report will only give you the information that has been entered into the record. If no information was entered, that section will not be displayed in the report.
📄️ Export to Spreadsheet
There may be times that the user may need to provide evidence of the risk assessment and the Areas and Indexes covered. Using the Export to Spreadsheet located under the Record Options, the user can print or save as a digital file displaying the findings, actions and activities completed during the risk assessment.
📄️ Local Items
During the course of a risk assessment, actions may come up that are not necessarily corrective actions, but rather actions that drives the completion of the risk assessment to closure. For example, verify or validate that an item in the risk assessment has been completed.
📄️ Project Definition
To complete the risk assessment the following tabs are available after the initial create new:
📄️ Recommended Actions
When the user has added the recommended actions in the Assess Risks, the user can user the header ID to navigate back to risk assessment details.
📄️ Record Links
A new feature in VisiumKMS is the ability to link like records with an existing Investigation, Recommendation or MOC. This record can be a set as Related or Required By.
📄️ Search and Report
This section will discuss the different ways to Search and Report for Risk Assessor.
📄️ Team Members
There are two ways to add team members. The first is from the Administration > Locations and the second is in the risk assessment record.