RiskBase Desktop Software

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Getting Started

QA & Assessment Approval

Once an assessment has been completed it is submitted for approval, or QA. This would normally be done by another user rather than the assessor “self-approving”, although the steps are the same for both. We will call the person carrying out the original assessment the “assessor” and the person approving the “approver”.

The approver will normally want to ensure that all questions are completed and that selected hazards have logical action points. It is important for the approver to check the assessment expiry date is as expected.

There are then two options; return the assessment back to the assessor or approve – in both cases the approver can leave notes.

If expiry dates are consistently different to the expected we may need to adjust the default renewal period for that questionnaire, see ‘Adding a New Questionnaire’

Assessment Not Approved - Return to Assessor

If a number of changes or further clarity are necessary, the approver may return the assessment to ‘In Progress’ with accompanying notes – this is unsubmitting.

To unsubmit assessment;

Click ‘Unsubmit’ button > explain reason for non-approval > ‘Unsubmit Assessment’ >

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Approve and Download Final PDF

Once the approver has finished QA, the assessment will be approved – with the option to add remarks which will be displayed on the final PDF report.

Use live report to view before approval;

Previewing the live report will allow the approver to view the PDF report as it would look once approved.

To approve assessment;

  1. Check approver remarks are added (to appear on PDF report) if desired
  2. Click ‘Approve’ > select name from the drop down list
  3. The date will default to today – change this if required
  4. An  approval note can be added – this will show in the assessment’s history
  5. Click ‘Approve Assessment’

Once approved, the ‘Approved Report’ button will be displayed – we can either preview or download a copy of the approved report. The approved report is locked; it never changes unless it is unapproved.

Actions from the report now become tasks. These tasks can be updated – the changes will not feature in the ‘Approved Report’, however the live version (select the ‘live report’ button) will display changes made.

assess-approve-button

assess-approved-and-live-buttons

Click approved report to preview or download a copy of the approved report.

Unapprove an Assessment

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

This function is limited to senior administrators and not available for most users.

Click ‘Unapprove’ button > detail why, note will be displayed in assessment’s history > ‘Unapprove Assessment’

qa-unapprove

Unapprove an Assessment


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