How does a company add, edit or delete a risk assessment for a cardholder?

The article details how to manually enter a risk assessment as a stand-alone record. Please note that a risk assessment may also be added as part of adding a work restriction to a cardholder.



This instruction applies to the following RIW System user roles: 

  • Advanced Project Admin
  • Employer Admin 
  • Employer Admin - No Payment
  • Helpdesk 


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Search for My People

On the Main Dashboard, click on the Search for My People  shortcut.

  

 

Step 3: Search Criteria

Complete search criteria to find the cardholder and click on the Search button.

 

 

Step 4: Select cardholder

From the returned results, highlight the cardholder row and click on the Edit button.

 


Step 5: Risk Assessments

Select the Risk Assessments tab from the left hand side of the page.



The default view is only active risk assessments.  To view historic risk assessments, click on the Include Historic? tick box and then click Search.


Step 6: Add a Risk Assessment

To add a risk assessment, click on the Add button.  Fill in the required details in the Create Risk Assessment for an Individual dialogue box, including reference number (if applicable), assessment date, restriction, reason and notes.  The risk assessment document may also be uploaded.  Include a review date, and if the risk assessment is active, ensure the Is Active checkbox is ticket.



Step 6: Editing or Deleting a Risk Assessment

If you wish to edit a risk assessment, select it by highlighting the row and clicking the Edit button.  The Edit Risk Assessment for an Individual dialogue box will appear.



All fields can be edited as needed, such as changing the review date, updating the notes.


To delete a risk assessment, de-tick the Is Active tick box.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000150092




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