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

What an event is, where to find Events, the types you can log, and how an event moves from open to closed.

Events: how they work in ASR

Log an accident, near miss, allegation, incident, or contractor visit from Events or from Work.

How to log an event

The Incidents notification group: assignment, review, documents, escalation, returns, and questionnaires.

Event notifications explained

What Open, Triage, Investigation, Under Review, Closed, and Draft mean, and which button to use next.

Event statuses explained

Who can view, log, review, close, reopen, and delete events, including the accident book.

Who can view, update and close events

Events

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.