Record system-level compliance data

Use this procedure to record system-level compliance data and confirm the assessment for a system during a Risk Assessment.

Note

Required role: Inspector

Open a system in the assessment

1. Open Locations.
2. Open the location's Structures tab.
3. On the structure card, open Risk Assessment and select the assessment.
4. Under Things to do, open Systems.
5. Select the system you want to assess.

Structures are not a separate data-collection phase in the assessment. From the assessment overview, you can also open the location's structures with View Structures in the header.

Enter and confirm the system data

1. In General, enter the required System Name. Complete Operational Status and Description.
2. Review the system's Linked Assets and Schematics.
3. Complete Parameters, including the regime-specific readings for the system.
4. In Assessment, select Satisfactory or Unsatisfactory to override the automatic result.
5. Select Save. When every required field is filled, Save becomes Confirm assessment.

Important assessment behavior

• Under an enforcing Control Regime, the Satisfactory/Unsatisfactory toggle remains disabled until every required parameter has a saved, unexpired value. Complete and save the required parameters first.
• Selecting Satisfactory or Unsatisfactory manually overrides the automatic result. The calculated value is retained for the audit trail.
• Read-only users do not see the save button and cannot confirm the assessment.
• Marking a system Unsatisfactory does not by itself make its structure non-compliant. Structure compliance rolls up from its areas and assets, plus overdue jobs, open cases and open Technical Recommendations, including those on its systems.