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How to create risk assessment acknowledgement records

A new way to acknowledge risk assessments

Written by Mengmei Li

A new acknowledgement method is now available for Risk Assessments. In addition to direct acknowledgement, staff can now acknowledge Risk Assessments through a linked document record.

To set up this acknowledgement approach, here are the steps:

  1. Create a document record. Under Workflow Settings, enable "Use to Acknowledge Risk Assessments".

  2. Go to the Configuration (the cog icon in the top right corner).

  3. Select Organisation Settings and choose Risk Assessment.

  4. Open the User Acknowledgement drop-down and select "Enabled - Use Document Record". Then a new field Document Record will appear. Choose the document record you wish to use for acknowledgement.

  5. Save the updates.

Once updated, the team will have to complete the record to complete the acknowledgement.

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