Risk Assessment Wizard User Guide

Welcome

1. Getting Started

1.1. Accessing the Wizard

You can begin filling out your risk assessment straight away — no need to create an account first. Just visit Risk Assessment Wizard, select your desired industry and start creating your risk assessment right away.

1.2. Creating Your First Risk Assessment

1. Start Creating: Click on the Create Risk Assessment button in the main menu.
2. Fill in Details: Provide information about the activity, benefits, hazards, staff members, and emergency contacts.
3. Save Assessment: Click Save.
   • With Free Membership: View, download, and print up to 3 assessments.
   • With Premium Membership: Edit your assessments, increase your storage limit, and work with team members.

2. Membership Plans

Upgrade to enhance your experience with additional features and higher storage limits.

Note: Choose a plan that best fits your organization's size and needs.

3. Risk Assessment Management

Efficiently create and handle your risk assessments to maintain organized and up-to-date records.

3.1. Creating an Assessment

1. Start New Assessment: Click on New Risk Assessment from the dashboard.
2. Fill in Details: Provide information about the activity, benefits, hazards, staff members, and emergency contacts.
3. Save Assessment: Click Save.
   • With Free Membership: Not editable.
   • With Premium Membership: Easily update or edit saved assessments.

3.2. Editing an Assessment

1. Locate Assessment: Find your risk assessment in the dashboard list.
2. Edit Button: Click the icon next to the assessment.
3. Modify Details: Update any necessary information in the form.
4. Save Changes: Click Save to apply updates.

3.3. Duplicating an Assessment

1. Find Assessment: In your list of assessments, locate the one you want to duplicate.
2. Duplicate Button: Click on the icon.
3. Confirm Duplication: A prompt will appear. Click Yes, duplicate it! to create a copy.
4. New Assessment: The duplicated assessment will appear in your list, ready for editing.

3.4. Deleting an Assessment

1. Select Assessment: Identify the risk assessment you wish to delete.
2. Delete Button: Click on the icon next to it.
3. Confirm Deletion: A warning message will appear. Click Yes, delete it! to remove the assessment permanently.

Caution: Deleting a risk assessment cannot be undone. Ensure you no longer need it before confirming.

4. Managing Teams

Organize your work by creating and managing teams effectively.

4.1. Creating a Team

1. Navigate to Teams: Go to the "Manage Your Teams" section from the dashboard.
2. Create Team: Click on the Create New Team button.
3. Enter Team Name: Provide a unique name for your team.
4. Save: Click Create Team to add it to your list.

Note: Your membership level determines how many teams you can create.

4.2. Editing a Team

1. Find the Team: In the "Manage Your Teams" section, locate the team you want to edit.
2. Edit Button: Click on the icon next to the team name.
3. Update Name: Enter the new team name in the prompt.
4. Save Changes: Confirm to update the team name.

4.3. Deleting a Team

1. Locate the Team: Go to "Manage Your Teams" and find the team you wish to delete.
2. Delete Button: Click on the icon next to the team.
3. Confirm Deletion: A confirmation dialog will appear. Click Yes, delete it! to remove the team.

Warning: Deleting a team will remove all its members. Ensure you want to proceed before confirming.

5. Managing Team Members

Collaborate effectively by managing your team members.

5.1. Adding a Member

1. Select Team: In "Manage Your Teams", choose the team you want to add members to.
2. Add Member: Click on the Add Member button.
3. Enter Details: Provide the member's first name, last name, and email address.
4. Confirm Email: Re-enter the email to ensure it's correct.
5. Add Member: Click Add Member to finalize.

Note: Each membership level has a limit on the number of team members you can add.

5.2. Removing a Member

1. Choose Team: Navigate to the team from which you want to remove a member.
2. Remove Button: Click on the icon next to the member's name.
3. Confirm Removal: A prompt will appear. Click Yes, remove it! to delete the member from the team.

Tip: Ensure you have alternative team members before removing to maintain collaboration.

6. Organization Details

Keep your organization's information up-to-date for consistent branding and communication.

6.1. Viewing Organization Info

In the "Manage Your Teams" section, you'll see your organization's name and logo.

6.2. Editing Organization Details

1. Edit Button: Click on the Edit Organization Details button.
2. Update Information:
   • Organization Name: Enter or modify your organization's name.
   • Organization Logo: Upload a new logo image (formats like PNG or JPEG are recommended).
3. Save Changes: Click Save to apply the updates. Your organization's details will refresh instantly.

7. Support and Help

7.1. Common Issues

• Cannot Create More Teams:
  • Cause: Reached the maximum number of teams allowed by your membership.
  • Solution: Upgrade your membership or delete existing teams to free up space.
• Adding Members Fails:
  • Cause: Team has reached its member limit or there's a network issue.
  • Solution: Check your membership limits and ensure a stable internet connection. Try again later if the issue persists.
• Organization Details Not Saving:
  • Cause: Missing required fields or server issues.
  • Solution: Ensure all required fields are filled correctly and try saving again. Contact support if the problem continues.

7.2. Contacting Support

If you encounter issues not covered in this guide, reach out to us:

• Email Support: [email protected]
• Help Center: Coming Soon
• Live Chat: Coming Soon

7.3. Feedback and Suggestions

We value your feedback! Help us improve by sharing your suggestions or reporting any issues.

• Feedback Email: [email protected]