RiskBase Desktop Software

RiskBase Mobile Software

Getting Started

Survey Approval

Submitting a Survey for Approval

Once all inspection points relating to the property have been added and validated (denoted by a green tick; see section ‘Creating a Certificate’) the Survey can be submitted for approval.

  1. Select ‘Submit for Approval’
  2. An optional submit note can be added in the field provided. This will be displayed in the Survey’s history
  3. Select ‘Submit for Approval’

Approving a Survey

  1. Select the ‘Approve’ button at the top of the page
  2. Select your name from the drop down list
  3. Change the date to match the Survey date
  4. Ticking the ‘Resurvey Date’ box allows you to enter the date of the next Survey
  5. An optional approval note can be added to the field provided. This will be displayed in the Survey’s history
  6. Select ‘Approve Survey’

Approving a Survey

 

Once approved, a copy of the report can be previewed or downloaded by selecting the ‘Approved Report’ button at the top of the page. Select the order in which you would like the Inspection Points to be displayed and then select either ‘Preview’ or ‘Download’.

Material score will display the Inspection Points in descending order based on….

Location will display the Inspection Points in order of their location. E.g. ground floor, followed by first floor and so on. 

Asbestos Report

Unsubmit a Survey

Sometimes you may need to unsubmit an Asbestos survey, if for example you need to correct a mistake or add a missed Inspection Point.

  1. Select the ‘Unsubmit’ button at the top of the page
  2. In the field provided, detail why you are unsubmitting the Survey. This note will be displayed in the Survey’s history.
  3. Notify me by email
  4. Select ‘Unsubmit Survey’

Unsubmit a Survey

Unapprove a Survey

Sometimes you may need to unapprove a Survey, if for example there are some errors in the report that need to be corrected.

  1. Select the ‘Unapprove’ button
  2. In the field provided, detail why you are unapproving the Survey. This note will be displayed in the Survey’s history.
  3. Select ‘Unapprove Survey’

Unapprove a survey


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