Define the risk assessment scope

Define the exact structures, areas, and systems included in a risk assessment. This article explains how to set or change the scope and how scope changes affect assessment progress.

Before You Get Started

• Make sure the location has the structures, areas, and systems you want to assess. Areas must belong to a structure.
• When creating an assessment, you need scheduling access. Changing the scope of a saved assessment needs assessment-edit access.

Set the scope while creating an assessment

1. Start creating the risk assessment and open the Create Visit panel.
2. Under Scope, select Choose location.
3. Select the structures, areas, or systems to include.
4. Select Add job, then Create visit.

Set or change the scope from an assessment

1. Open the risk assessment.
2. On the Overview, find the Select scope card.
3. Select Scope for analysis. The number shows how many structures, areas, and systems are selected.
4. In the Change scope picker, select the Structures, Areas, and Systems to include. Selecting a parent also selects everything beneath it.
5. Select the ✓ button at the top of the picker to confirm the change. The button stays disabled while scope data is loading.

The Scope for analysis card updates with the new number of selected items after saving.

Understand what the scope includes

• The scope contains Structures, Areas, and Systems only. It does not contain individual assets.
• Assets are included through the structures and areas you select. They appear under the assessment's Assets stage.
• An assessment must contain items from one control regime. The first item selected sets the control regime. When editing a saved scope, the existing items set it when the picker opens.
• Items from another control regime are greyed out and cannot be selected. To assess them, create a separate risk assessment.
• Items already covered by another active risk assessment are also greyed out. Finish the other assessment or remove the item from its scope before selecting it here.

Understand the effect of changing scope

Saving an unchanged scope does not reset any stages. Saving a changed scope can lower the completeness percentage and send stages back for review:

• Changed structures reset Location to Not Started.
• Changed areas reset Areas and Assets.
• Changed systems reset Systems.
• When a stage resets, a started Location stage also resets, and every started review stage returns to To Review.

Complete and mark the affected stages as done again. The Risk Conclusion remains locked until the required stages are marked as done.

Understand assets added during an open assessment

• If the assessment includes the structure where a new asset is added, the asset joins the assessment automatically. Its area joins the scope if needed, and the asset appears in the Assets stage when an Inspector or higher adds it.
• If the asset is added to an area already covered by the scope, no stages reopen.
• If the asset is added to an area not already covered, the Areas and Assets stages reopen, along with the affected review stages.
• An assessment limited to individual areas or systems does not expand for an asset added elsewhere. The asset remains outside the assessment until the scope is edited.
• An Inspector or higher can use Add asset in the assessment's Assets stage. This adds the asset's area to the scope when that area is not already listed.
• An asset added offline joins the assessment when the device synchronises. A completed assessment is never expanded this way.

Video walkthrough

1. 1Defining the Risk Assessment Scope