The Risk Categories section allows you to select the Transport, Venues, Food and Beverage, Activities and Accommodation risks applicable to the Excursion.

You do not need to select a risk under each category. You can select multiple options under each category. For example, if two modes of Transport will be used (i.e. train and walking), you may add both.

You are also able to select the Providers that will be used to conduct the Excursion for each category.

Click ‘Update Providers’ to ensure the most up to date Provider information is available.

The available Providers will be the approved Providers in your Assurance site.  See Provider Management.

Please ensure you select all applicable information to ensure your Risk Assessment is built to reflect the Excursion.

Once the Risk Categories section is complete, you will be able to export checklists and policies.

To do this, click ‘Export Checklists / Policies. A pop-up window will appear. Tick the checkboxes for each Policy and Checklist you wish to export.

Then click ‘Export.’ The selected policies and checklists will download as a PDF.

Video Guide

Click on the image to view the video.