03 March 2025

Risk Types

Setting up Risk Types makes it easy to track what type of incidents are reported. Risk Types can contain Risk Type sub-categories to let you group similar reports together, while still being able to see the detail. In future releases you will be able to run reports based on these Risk Types.

For instance you might make a Risk Type - Behaviour and Disciplinary. This lets you quickly search for learners who have any notes or reports about behaviour. Within the Risk Type of Behaviour and Disciplinary you could add Risk Type sub-categories for each level of your disciplinary procedure. You can then easily search for all learners who are on a final warning.

Create Risk Types

Create a New Risk Type

  1. To create a Risk Type select Create Risk Type.

  2. Select a colour from the drop down menu.

  3. Choose a Risk Type Name eg. Health.

  4. Select the Tick button to create the Risk Type.

Create a Risk Type Sub-Category

  1. Find the main Risk Type you want to add a sub-category to.

  2. Select the Menu Button, then + Add Risk type sub-category.

  3. The sub category will have the same colour as the Risk Type it belongs to.

  4. Choose a Sub-Category Name eg. Stage 4 - Final Warning.

  5. Select the Tick button to create the sub-category.

Edit Risk Types

Risk Types and Risk Type sub-categories are both edited in the same way.

  1. Find the Risk Type you want to edit.

  2. Select the Menu Button, then Edit.

    Edit Category button

  3. Make any required changes.

  4. Select the Tick Button to save the changes.

Remove a Risk Type

Mark Inactive

Marking a Risk Type or subcategory as inactive removes it as an option from any other screen that uses Risk Types.

  1. Find the Risk Type you want to remove.

  2. Select the Menu Button, then Mark inactive.

    Category menu, and mark inactive buttons highlighted

  3. A confirmation message will show and the Risk Type will be removed from the list.

Mark Active

Restoring Risk Types and Risk Type sub-categories is done in the same way.

  1. Ensure the Include inactive toggle is turned on.

  2. Find the Risk Type you want to restore.

  3. Select the Menu Button, then Mark Active.

    Categories page with mark inactive, menu, and mark active buttons highlighted

  4. A confirmation message shows and the Risk Type is returned to the list.

Search Risk Types

If you have a lot of Risk Types you might want to check what already exists to avoid making overlapping ones. You can search for a keyword to see if a Risk Type already exists or you can filter the displayed Risk Types to only view the ones you are interested in.

Use the Search

  1. Type a key word into the search bar.

  2. As you type the Risk Types are sorted.

    Any Risk Type sub-categories that contain the search term are shown. If the search term is the name of a Risk Type all of its sub-categories are shown. eg online.

Use the Filter

By default all of the Risk Types and their sub-categories are shown. To only look at specific Risk Types select the drop down box.

Inside the drop down menu you can select as many Risk Types as you want. The filter will be applied immediately.

Inactive Risk Types

If the Risk Type you are looking for is not shown it may be inactive. To show inactive Risk Types. Select the Include inactive toggle. Any inactive Risk Types will be shown with an (inactive) label.