RiskBase Desktop Software

RiskBase Mobile Software

Getting Started

Creating an Asbestos Survey

  1. Right click on the property you would like to create an Asbestos Survey for, then select ‘Asbestos’
  2. Select the ‘Create Survey’ button at the top left of the page

Updating an Asbestos Survey

Once a new Asbestos Survey has been created, the details in the left pane need to be updated to reflect those of the Asbestos Survey.

  1. If required, enter your own reference for the Survey into the Reference field provided. The RiskBase reference for this Survey is displayed at the end of the reference field.
  2. Select the Survey type from the drop down list provided
  3. If required, you can enter an optional title for the Survey. This will appear on the report’s cover page
  4. By ticking the box ‘Resurvey Date’, you can set the date for the next Survey
  5. Select the name of the surveyor from the drop down list and enter the date the Asbestos Survey was carried out.
  6. If required, additional surveyor remarks can be added into the field provided
  7. Once complete, select the ‘Save Survey’ button at the top of the page

Attaching a File or Floor Plan to an Asbestos Survey

  1. Double click on the Survey you would like to add a file to
  2. Select ‘Add/Remove Files’ (blue writing)
  3. Select ‘+New Folder’ (bottom left) if you would like to attach the document into a new folder
  4. Drag and drop files onto the page or select ‘Add Files from Computer’ (bottom left)
  5. Once uploaded, select ‘Attach Selected File’

The file will now appear under the ‘Attachments & Floor Plans’ heading in the Survey page. To change the file type from ‘Attachment’ to ‘Floor Plan’, click on the word ‘Attachment’ and then select ‘Floor Plan’ from the drop down options.

If you would like the attached file to be included in the report then put a tick in the box next to that particular file.

To download the file, click on the blue arrow at the end of the highlighted row

Attaching a file

To import an attachment from an existing Survey, select the ‘Import from other Surveys’ option (blue writing), and then tick the Survey you would like to import from.  Select ‘Import’ to attach the file. If there are multiple Surveys, you can use the sort option from the drop down arrow to find a Survey more easily.

Attach file from other surveys

Adding a New Inspection Point

Inspection points represent the different locations / items inspected during the Asbestos Survey. A new Inspection Point should be added for each location / item examined, and will identify the type of Asbestos found, if any.

  1. Select ‘+New Inspection Point’
  2. Complete the details relating to the location of that particular Inspection Point; floor, room, area, item, and any general remarks if required
  3. Tasks
  4. Select the sample type from the drop down list:
  • If visually inspecting for asbestos, select ‘Visual – Presumed’ or ‘Visual – Strongly Presumed’. If the presumed asbestos is detected, then select the box ‘Presumed Asbestos Detected’. This will allow the option to add the asbestos type under the ‘Material’ heading. If this box is unticked, then it will read ‘No Asbestos’ in asbestos type.

Sample type - New inspection

  • If an actual sample has been taken for lab testing, select ‘Actual sample’ from the list.
  • The ‘Referral Sample’ option should be selected when asbestos presence is being confirmed using another sample. E.g. if a sample of the ground floor communal ceiling was taken, then that sample could be used as a referral sample for the first floor communal ceiling if the Surveyor thought applicable.
  1. Complete the details under the ‘Material’ heading for that Inspection Point; description, product type, damage, treatment, asbestos type (if known)
  2. Complete the details relating to the ‘Priority’ of that Inspection Point. Ticking the box ‘Full Priority Assessment’….
  3. Once complete, select ‘Save Point’ at the top of the screen
  4. To add multiple Inspection Points, repeat steps 1-7

You will notice that all added Inspection Points appear in the right viewing pane of the Survey page.

Inspection points are either assigned a ‘V’, an ‘S’  or an ‘R‘ indicating whether the sample type was visual (V), actual (S), or referral (R). All visual samples should have a green tick next to them, signifying they are ready for approval. Any Inspection Points with referral samples or actual samples taken will have an orange warning triangle next to them, indicating that these samples need to be validated using an approved Certificate (see section ‘Creating a Certificate’).

V, S, R Inspection points 3

Adding an Existing Inspection Point

After a new Survey has been created, all previous Inspection Points added to existing Surveys will be displayed in the right pane. These Inspection Points will be greyed out and their status will read ‘Not In Survey’ indicating that they have not been added to the new Survey.

Adding existing Inspection Points - Not in survey

To add an existing Inspection Point to the new Survey, right click on the Inspection Point and select ‘+Include Point in Survey’ or double click on it.

The details relating to the Inspection Point will appear in the left pane. Update these details by following steps 2-7 in section ‘Adding a new Inspection Point’.

Once an Inspection Point has been saved, it will appear in black and its status will read ‘Inspected’, indicating that it has now been added to the Survey.

Adding existing Inspection Points 3

If you add an existing Inspection Point that originally used an actual sample, the sample type will default to ‘Visual – Confirmed by previous sample’. Once added, you will notice that this Inspection Point is assigned  a ‘PS’ indicating that the added Inspection Point is being validated using the previous sample.

If however, a new sample was taken at the time of inspection, change the sample type to ‘Actual sample’ and then see section ‘Creating a Certificate’ to validate the sample.

Validating a Referral Sample

When using a Referral sample in an Inspection Point, the actual sample and the referral sample need to be matched. To match the samples:

  1. Open the Inspection Point containing the actual sample, and select ‘Manage Referrals’ (blue writing)
  2. Select ‘+ Add a New Referral Sample’
  3. Enter the sample reference in the field provided, then select ‘update’
  4. Select ‘Close’
  5. From the drop down list in the ‘Referral Sample’ field, select the actual sample reference
  6. Select ‘Save Point’
  7. Next, open the Inspection Point containing the referral point to be matched.
  8. From the drop down list in the ‘Referral Sample’ field, select the actual sample reference
  9. Select ‘Save Point’

You will now notice that the ‘R’ has changed to an ‘R’ indicating that is has been matched to an actual sample.

Matching referral samples to actual samples


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