Adding a risk assessment
In the Health & Safety TSI, you configure the risk assessments that are likely to apply during maintenance work or facility management jobs.
Procedure
1. Go to the Health & Safety TSI.
2. On the Health & Safety level, select the Risk assessments step.
3. On the action panel, click Add.
4. On the data panel, enter a Code and Description to uniquely identify the risk assessment.
5. If applicable, link an LMRA questionnaire to the risk assessment in the Questionnaire field.
In Planon AppSuite, this LMRA questionnaire will be displayed for each selected work-related activity involved in the job that is also linked to this risk assessment. In such cases, field engineers must fill in the risk assessment questionnaire before they can start / continue their work.
6. Click Save.
7. Go to the Details > Communication logs selection level.
8. On the action panel, click the Add communication log action.
9. On the data panel, enter a Code and Description to uniquely identify the communication log.
10. Complete the other fields on the data panel.
11. Depending on you organization's policy, upload the actual risk assessment document in the Document reference field or the Document (secure) field.
12. Click Save.
The risk assessment can now be linked to a work-related activity.