Risk assessment form

Where: Risks and Compliance › Risk Assessment › Add Risk Assessment, or click a risk · Screen: /dashboard/risk/<id>/edit

Add Risk Assessment opens a short AI-assisted wizard: attach a photo or PDF and/or describe the risk, AI drafts the assessment, and you review it step by step before saving. Clicking an existing risk opens the full form below, with the same fields in seven sections and a Risk Snapshot panel that updates as you type.

Save Draft keeps your work without checking mandatory fields (the risk is marked as a draft). Save & Assess Risk (or Save Changes when editing) checks every mandatory field and lists anything missing.

How the score works: each Likelihood and Severity value has a position on the scale (1 = lowest). Risk score = Likelihood position × Severity position, and the score falls into a level — on the default 5×5 matrix: Low 1–4, Medium 5–9, High 10–16, Critical 17–25. Your Org Admin can change the matrix size and the bands under Settings › Risk Matrix.

1. Risk Details

Field	Description	Mandatory	Type / allowed values	Sample value
Risk Title	Short, specific name for the risk.	Yes	Text	Forklift and pedestrian conflict at Dock 3
Risk ID (optional)	Your own reference number, if you use one. The app also shows its own Risk ID (RISK-xxxx).	No	Text	HIRA-WH-014
Category	Main type of risk.	Yes	One of: Safety, Health, Environment, Compliance, Operational, Other	Safety
Sub-Category (optional)	Finer grouping within the category.	No	Text	Material handling
Location	Site the risk belongs to. Filled in for you if there is only one.	Yes	A site you can access	Pune Plant
Area / Department (optional)	Zone, area or department within the site.	No	A zone of the selected site, or None	Warehouse
Process / Activity (optional)	The process or activity that creates the risk.	No	Text	Loading and unloading
Task / Job (optional)	The specific task or job.	No	Text	Pallet movement by forklift
Risk Description	What could go wrong, how, and who could be harmed.	Yes	Text	Forklifts cross the pedestrian walkway with no barrier or signage; a pedestrian could be struck.

2. Risk Assessment (Inherent)

Inherent risk — how bad this is before any existing controls are taken into account.

Field	Description	Mandatory	Type / allowed values	Sample value
Likelihood	How often could this happen?	Yes	Depends on your Risk Matrix size — 5×5: Rare, Unlikely, Possible, Likely, Almost Certain · 4×4: Rare, Unlikely, Likely, Almost Certain · 3×3: Rare, Possible, Almost Certain	Likely
Severity	How bad would the outcome be if it did happen?	Yes	Depends on your Risk Matrix size — 5×5: Insignificant, Minor, Moderate, Major, Catastrophic · 4×4: Minor, Moderate, Major, Catastrophic · 3×3: Minor, Moderate, Major	Major
Inherent Risk Score	Likelihood × Severity, with its level. Shown on the Risk Matrix (Inherent) next to it.	Automatic	Number — calculated	16 (High)

3. Existing Controls

One row per control already in place. Add Control for more rows; the bin icon removes a row.

Field	Description	Mandatory	Type / allowed values	Sample value
Existing Control	A control that is already in place today. Rows left empty are ignored.	No (empty rows are ignored)	Text	Speed limit of 10 km/h for forklifts
Effective	How well the control works in practice.	Yes, for each control entered	One of: Effective, Partially Effective, Ineffective	Partially Effective

4. Risk Evaluation (Residual)

Residual risk — what remains after the existing controls above. If it is no lower than the inherent risk, the controls are not reducing it.

Field	Description	Mandatory	Type / allowed values	Sample value
Likelihood (Residual)	Likelihood with the existing controls in place.	Yes	Depends on your Risk Matrix size — 5×5: Rare, Unlikely, Possible, Likely, Almost Certain · 4×4: Rare, Unlikely, Likely, Almost Certain · 3×3: Rare, Possible, Almost Certain	Possible
Severity (Residual)	Severity with the existing controls in place.	Yes	Depends on your Risk Matrix size — 5×5: Insignificant, Minor, Moderate, Major, Catastrophic · 4×4: Minor, Moderate, Major, Catastrophic · 3×3: Minor, Moderate, Major	Major
Residual Risk Score	Residual Likelihood × Residual Severity.	Automatic	Number — calculated	12
Risk Level (Residual)	Level of the residual score on your risk matrix.	Automatic	Low, Medium, High, Critical — calculated	High
Risk Acceptable?	Can the organization accept the residual risk as it is?	Yes	Yes / No	No
Justification (if Yes)	Why the residual risk is acceptable. Shown when you answer Yes.	No	Text	Area is fenced and used only on night shift.

5. Risk Treatment Plan

Field	Description	Mandatory	Type / allowed values	Sample value
Risk Owner	Person accountable for treating and reviewing the risk.	Yes	An existing user	Anita Desai
Treatment Option	Avoid (stop the activity), Reduce (add controls), Transfer (e.g. contract or insure) or Accept.	Yes	One of: Avoid, Reduce, Transfer, Accept	Reduce
Target Risk Level	Level you aim to bring the risk down to.	No	One of: Low, Medium, High, Critical	Low
Target Residual Risk Score	Score you aim to reach.	No	Number	4
Target Date	Date by which the target should be reached.	No	Date	31-12-2026

6. Attachments (optional)

Field	Description	Mandatory	Type / allowed values	Sample value
Attachments	Drag & drop or Browse Files — photos, method statements, permits, etc.	No	JPG, PNG, PDF, DOC, XLS — up to 10 MB each	dock3-layout.pdf

7. Additional Information

Field	Description	Mandatory	Type / allowed values	Sample value
Risk Identified By	Who identified the risk. Defaults to you.	Yes	An existing user	Priya Nair
Identification Date	When the risk was identified. Defaults to today; the dashboard's Duration filter uses this date.	Yes	Date	09-10-2026
Review Frequency	How often the risk should be reviewed.	No	One of: Fortnightly, Monthly, Quarterly, Half-Yearly, Annually	Quarterly
Next Review Date	When the next review is due. Reminder emails go to the risk owner (Settings › Reminders) and the risk counts as overdue after this date.	No	Date	09-01-2027
Risk Appetite	How much of this kind of risk the organization is willing to pursue.	No	One of: Low, Medium, High	Low
Risk Tolerance	How much variation from the appetite the organization can live with.	No	One of: Low, Medium, High	Medium
Tags (optional)	Keywords that group related risks. The dashboard's Top Risk Drivers counts these.	No	Free text — type and press Enter	forklift, traffic management
Status	Shown when editing. A new risk starts as Open (or the first workflow stage).	When editing	Open, In Progress, Under Review, Closed — or, with a workflow, the stages you can move it to	In Progress

Risk Snapshot

The panel on the right of the form shows the Inherent Risk, Residual Risk, Risk Owner and Status as you fill them in, so you can see the effect of your controls before saving.