Nursebuddy

Using this feature, managers can pre-fill information in risk assessment templates to save time.

Please note, the template will be applicable only to new risk assessments added to client's profiles.

Edit an existing Risk Assessment name to create a template from it

Note: Adding new information to an existing Risk Assessment (RA) in Settings will not change the information of the current RA that your clients have in their profiles.

Open Settings &gt; Clients &gt; Risk Assessment Forms

Select one of the RA in your list where you want to create a template

In the Form Type list, select the template you want to use for that specific RA name

1. Open Settings &gt; Clients &gt; Risk Assessment Forms
2. Select one of the RA in your list where you want to create a template
3. In the Form Type list, select the template you want to use for that specific RA name
4. Fill in the information in the template
5. Click Save

Remember, this information will appear when you add this RA to any/all of your client's profiles, so don't add any client specific details yet

Add the name of the Risk Assessment E.g: Mobility, Fire Hazard, Driving, etc

Select  type of template: Action-Benefits-Loses, HSE Risk Assessment or Risk to Others

Now you can fill in the general information for this template 

1. Open Settings &gt; Clients &gt; Risk Assessment Forms
2. Click + Add Risk Assessment Form
3. Add the name of the Risk Assessment E.g: Mobility, Fire Hazard, Driving, etc
4. Select type of template: Action-Benefits-Loses, HSE Risk Assessment or Risk to Others
5. Now you can fill in the general information for this template 
6. Click <code>Save</code>

The list of RAs will display when and by who a templated was updated.

Open the client's profile you want to add a RA

From the Actions Menu select Add Risk Assessment to add an specific RA or Add All Remaining Risk Assessments to add all the RA in the settings to this client 

From the Form menu, select the RA name you want to add 

If the RA you selected was a template it will show you all the pre-filled information

Edit or customise the RA and then click <code>Save</code>

1. Open the client's profile you want to add a RA
2. Open the tab Risk Assessment
3. From the Actions Menu select Add Risk Assessment to add an specific RA or Add All Remaining Risk Assessments to add all the RA in the settings to this client 
4. From the Form menu, select the RA name you want to add 
5. If the RA you selected was a template it will show you all the pre-filled information
6. Edit or customise the RA and then click <code>Save</code>

Fill risk assessments quickly and easily with pre-filled templates that can then be customised to each individual's needs.

Edit an existing Risk Assessment name to create a template from it

Creating a new template in your Settings

Adding templates to the client's profile

Check this Video Tutorial