Complete the location-level assessment sections

Use the Location stage to record building- and management-level information for the whole assessment. This article explains how to complete Responsibilities, Description, regime-specific sections, and any Building evaluation forms.

Note

Required role: Inspector or higher

Open the Location stage

1. Open the risk assessment.
2. Open the Location stage.
3. In the left list, select an item. The list can include Responsibilities, Description, one entry for each regime-specific section, and Building evaluation when the regime has a per-building questionnaire and at least one Structure is in scope.
4. Complete the fields in the detail panel and select Save.

Complete Responsibilities

Responsibilities contains the role slots required for each Structure in scope under Responsible persons by role. The responsible contact and the engineers for an activity category are set on the Structure's own responsibilities page.

Note

Saving responsibility assignments on a Structure requires the Manager role. The edit controls may be visible to users who can update the location, but a lower role cannot save an override.

1. Open Structures.
2. Open the Structure's actions menu and select View Responsibilities.
3. Under Responsible Persons, expand the relevant activity category and activity type.
4. Set the Responsible contact and Engineer(s), then save the changes.
5. Under Responsible persons by role, select a holder for each required role slot. A slot accepts one person, or a company that names a contact.

A Structure without a control regime has no role slots. A slot for equipment the Structure does not declare is shown as Not applicable. The coverage figure above the role list counts slots filled or inherited from the Location default, while the badge beside it counts only required slots that are still unfilled.

Complete Description and regime-specific sections

1. Return to the Location stage and select Description.
2. Check the Location details and select Save.
3. Select each regime-specific section in the left list.
4. Complete its form and select Save.

The regime applied to the Structures in the assessment scope determines how many regime-specific sections appear and what kind they are. The Location and answers given at area level do not determine these sections. Changing an area's type does not change the Location sections.

Complete Building evaluation

When Building evaluation appears, it contains one form for each Structure in scope.

1. Select Building evaluation.
2. Open each Structure's questionnaire.
3. Complete the questionnaire and select Save for that Structure.
4. Check every Structure, even if the section already shows progress.

Mark the Location stage as done

1. Work through every item in the left list.
2. Select Mark as done.

Mark as done is a manual, permission-gated action and does not check whether every form is complete. The stage can therefore be marked done while sections are empty.

Check section progress

• A regime-specific section shows complete after any answer is saved.
• Building evaluation shows complete after the questionnaire for one Structure is saved, even if other Structures are empty. Open it and check every building.
• Responsibilities does not show complete, regardless of how many roles are filled.
• Description shows complete as soon as the Location has a name. Open it and check the details instead of relying only on the marker.

The assessment header percentage changes only when a stage's done status changes. Filling in more forms inside the stage does not change that percentage until the stage is marked done.