Help – Assessments

To create a new risk assessment, first navigate to the desired location within the site. In the “Assessments” view, look for the “New Assessment” button or the button with the “+” icon.

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.
   • Hazard Type: Select from the drop-down list (e.g., Entry, Introduction, Infestation).
   • Hazard Description: Detail the specific hazard.
   • Likelihood: Rate on a scale of 1-3 (Rare, Possible, Likely).
   • Severity: Rate on a scale of 1-3 (Low, Medium, High).
   • The Risk Level (1-4) is calculated automatically.
   • Control Measures: Specify the proposed or implemented control measures.
   • Comments: Record any other relevant information.
4. Click the “Save Assessment” button.

Pro Tip: In the “Control Measures” field, clearly state whether a given measure is a future recommendation or an existing, already implemented control. This will be crucial for the future generation of AI-supported documents.

To modify a previously saved assessment, follow these steps:

1. Navigate to the “Assessments” list for the relevant location.
2. Find the assessment you want to modify and click the corresponding “Edit” (pencil) icon.
3. Make the necessary changes on the form that appears.
4. Click the “Save Changes” button.

Deleting an assessment is a permanent, irreversible action. Deletion will remove all data recorded for that assessment (pest, risk level, control measures, etc.) from the system.

The system will always ask for confirmation before deletion.

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

• Pest: The name of the identified pest (e.g., House mouse, German cockroach).
• Hazard Type: The primary source of the hazard posed by the pest. Selectable options include:
  • Entry: The active entry of the pest into the location.
  • Introduction: The passive entry of the pest (e.g., with goods, packaging materials).
  • Infestation: The establishment and proliferation of the pest within the location.
  • Cross-contamination: The transfer of contaminants by the pest.
  • External Presence: The presence of the pest outside the facility, but posing a risk.
• Hazard Description: A short, textual description of the specific hazard and its circumstances.
• Likelihood: An estimation of how frequently the hazard might occur (1: Rare, 2: Possible, 3: Likely).
• Severity: An estimation of the extent of damage or negative impact that would result if the hazard occurred (1: Low, 2: Medium, 3: High).
• Risk Level: A value (from 1 to 4) automatically calculated based on likelihood and severity, indicating the magnitude of the risk.
• Control Measures: A description of specific measures proposed or already taken to reduce or eliminate the hazard.
• Comments: 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.

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

The colors indicate the risk levels (1: Green, 2: Yellow, 3: Orange, 4: Red).

In the “Assessments” view, there are several options for filtering and sorting assessments to help you find relevant information more easily. You can filter by date range and sort the list by various criteria (e.g., Date, Risk Level) in either the card or table view.

Yes, next to each assessment, there is a “Details” button. Clicking it will display the recorded data of the assessment in a pop-up window in read-only mode.

To optimize system performance, a maximum of 20 assessments can be recorded for a single location. When you save a new assessment and the number of existing ones reaches this limit, the system automatically deletes the oldest assessment to make room for the new one.

Important: Be aware of this functionality. If preserving older data is critical, you can regularly archive it using the export function described elsewhere.