A Safer Risk

Darragh Jones

Checklists, Actions, Documents and Managing your Compliance

Staying Compliant on ASR

The checklist emails and in-app notifications you may receive, who gets them, and how to reduce noise.

Checklist notifications explained

Use section scope so one template can share core tasks across sites while only showing site- or location-specific sections where they apply.

How to limit checklist sections to specific sites and locations

Add a diary note from the Work page or the Diary page, then fill in the date and note.

How to add a diary entry

What Due Today, Missed, Completed with issues and the other checklist badges mean, and how to filter by them.

Checklist statuses explained

Create a single checklist from a template for a spot check or ad-hoc inspection.

How to create a one-off checklist

Build the reusable master copy of a check: name it, scope it to sites, and add its tasks.

How to create a checklist template

Make checklists appear automatically at the right site on the right day, and choose who has to complete them.

How to schedule recurring checklists and set who's responsible

Find the checklist that's due, answer each task, add comments and photos, then submit it.

How to complete and submit a checklist

Understand templates versus checklists, where to find them, and who can do what.

Checklists: how they work in ASR

Checklists

What an action is, where they come from, the lifecycle from raised to closed, and who can do what.

Actions: how they work in ASR

Record progress, close an action with a comment and evidence, and reopen it if the work wasn't finished.

How to update, close and reopen an action

Create an action by hand from the Actions page or the Work page, including for several sites at once.

How to create an action

Search, filter and sort the Actions list, read the status colours, and see only your own actions.

How to find and filter your actions

Set an owner, change it, find unassigned actions, and hand over a workload.

How to assign and reassign actions

Select multiple actions to close, reopen or reassign them together after an inspection or a contractor visit.

How to update several actions at once

How actions are raised by checklists, audits, risk assessments, incidents and document requirements.

Where actions come from

Flag a problem on a checklist task, then either record the fix you made or raise an action for someone else.

How to record an issue and raise an action from a checklist

Actions

Understand the document store, versions, organisation-wide and site-specific files, and who can do what.

Documents: how they work in ASR

Create a document record, upload the first file, and choose whether to activate it or keep it as a draft.

How to create and upload a document

Upload replacement files, open previous versions, and activate, supersede, or archive document versions.

How to upload a new version and change status

Learn how organisation roles, site assignments, and visibility settings control access to documents.

Who can view, upload, edit and delete documents

Set review dates and ownership, understand review statuses, and record completed reviews.

How to review a document and set review dates

Search, filter, group, and bulk-manage documents across your organisation and sites.

How to find and filter documents

Understand content verification, classification suggestions, potential duplicates, and review dates found in uploaded files.

How AI verification works when you upload

Understand Required, Draft, Current, Superseded, and Archived versions, plus separate review statuses.

Document statuses explained

Understand document review reminders, who receives them, and what to do when a review is due or overdue.

Document notifications explained

How to store and manage your compliance documents for your organisation

Document Store

Understand organisation templates versus site assessments, where to find them, and the path from draft to live.

Risk Assessments: how they work in ASR

Create a new assessment with New assessment and continue in the guided editor.

How to start a risk assessment

Work through Hazards & scores, Controls, Residual Scores, and Summary.

How to complete the risk assessment steps

Search, Filter, scope, risk level, and review date chips.

How to find and filter risk assessments

Approve & publish, Propagate to sites, and Re-amend organisation template.

How organisation templates are approved and sent to sites

Site and organisation status badges, risk bands, and review timing.

Risk assessment statuses explained

Organisation template changed, Risk assessment updated, and review reminders.

Risk assessment notifications explained

Publish assessment, Edit, Publish new version, Version history, and Archive.

How to publish a site risk assessment and manage versions

How to create and manage risk assessments

Risk Assessments

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