Help – Assessments

To create a new risk assessment, first navigate to the desired location within a site. From the “Locations” view, select the location where you want to record the assessment, then click the “Assessments” button, or the Location name. In the “Assessments” view, look for the “New Assessment” or “+” icon button.

1. Select the site, then the location within the site.
2. In the “Assessments” view, click the “New Assessment” button.
3. The assessment form will appear. Fill in the following fields:
• Pest: Enter the name of the observed or potential pest (required). You can use the suggested list or type a new one.
• Hazard Type: Select from the dropdown list (e.g., Ingress, Introduction, Infestation, Cross-contamination, External presence) (required).
• Hazard Description: Detail the specific hazard (optional).
• Likelihood: Rate on a 1-3 scale (1 – Rare, 2 – Possible, 3 – Likely).
• Severity: Rate on a 1-3 scale (1 – Low, 2 – Medium, 3 – High).
• The Risk Level (1-4) is automatically calculated based on likelihood and severity.
• Measures: Specify proposed or implemented measures.
• Notes: Other relevant information (optional).
4. Click the “Save Assessment” button.

Professional Tip: Regular and accurate recording of assessments is essential for effective pest risk management and trend analysis. It is recommended to formulate specific, actionable steps in the “Measures” field. IMPORTANT: It must be clearly stated for the AI whether these are already applied/existing measures or just proposals/requirements for the future!

During a risk assessment, you can record the following data related to an observed or potential pest at a specific location:

• Pest: Name of the identified pest (e.g., House mouse, German cockroach). This is a required field.
• Hazard Type: The primary type of hazard posed by the pest. Selectable options:
  • Ingress: Pest entry into the area.
  • Introduction: Passive entry of the pest (e.g., with goods).
  • Infestation: Pest establishment and reproduction.
  • Cross-contamination: Transfer of contamination caused by the pest.
  • External presence: Pest presence outside the facility but posing a risk.
• Hazard Description: A brief textual description of the specific hazard and its circumstances.
• Likelihood: An estimate of how frequently the hazard might occur (1: Rare, 2: Possible, 3: Likely).
• Severity: An estimate of the extent of damage or negative impact if the hazard occurs (1: Low, 2: Medium, 3: High).
• Risk Level: An automatically calculated value (from 1 to 4) based on likelihood and severity, indicating the magnitude of the risk.
• Measures: Description of specific actions proposed or already taken to reduce or eliminate the hazard.
• Notes: Other important information or observations related to the assessment.

The date of the assessment is automatically recorded upon creation.

The risk level (1-4) is automatically calculated based on the provided “Likelihood” (1-3) and “Severity” (1-3) values, using a predefined risk matrix. The logic of the matrix is as follows:

Severity	Likelihood
	1 (Rare)	2 (Possible)	3 (Likely)
3 (High)	3	4	4
2 (Medium)	2	3	4
1 (Low)	1	2	3

Where colors indicate risk levels (e.g., 1: Green – Low, 2: Yellow – Moderate, 3: Orange – Medium, 4: Red – High). The calculated risk level is displayed on the form, and assessments are color-coded accordingly in the list view.

In the “Assessments” view, there are several options for filtering and sorting assessments to help you easily find relevant information:

• Filter by Date:
  • Using the “Date from” and “Date to” fields at the top of the list, you can specify a time interval to filter assessments.
  • Clicking on the date pickers will display a calendar for easier selection.
  • The “Clear filter” button removes the set date filter.
• Sort (Card View):
  • From the “Sort by” dropdown menu, you can choose the criteria (e.g., Date, Risk Level) and order (ascending/descending) for displaying assessments on cards.
  • Typical options include: Date (newest first), Date (oldest first), Risk (highest first), Risk (lowest first).
• Sort (Table View):
  • In the table header, clicking on the names of sortable columns (e.g., Date, Pest, Hazard Type, Risk Level) toggles between ascending and descending order for that column.
  • The current sorting column and direction are indicated by a small arrow icon in the header.

These features help in quickly finding and analyzing relevant assessments.

Yes, 20 assessments can be recorded per area (location)!

When you save a new assessment for a location, and the number of assessments reaches or exceeds this limit of 20, the system will automatically delete the oldest assessment for that location to make space for the new one. This ensures that the system does not store an excessive amount of, potentially no longer relevant, data and helps optimize performance.

Important: Be aware of this limit, especially if you record assessments very frequently. If preserving older data is important, it is advisable to export the data regularly.

Yes, in the “Assessments” view (in both card and table views), each assessment has a “Details” button (or similar, possibly an information “i” icon).

Clicking this button will display a pop-up window (modal window) showing all recorded data for the assessment, including:

• Date
• Pest
• Hazard type and description
• Likelihood and Severity
• Risk level (numerical and textual, color-coded)
• Measures
• Notes

This view is read-only; you cannot modify the data here. To make changes, you must use the “Edit” button.