How to merge a risk assessment into a site

Customise Site › Merge Risk Assessment brings the structure of an L8MS risk assessment into a site you have already built — matching its systems, locations and assets to yours rather than creating a new site. Use Retrieve RA instead when the site does not exist yet.

Before you start

Your Risk Assessment login must be linked — see Linking your Risk Assessment login.

The wizard

  1. Select a risk assessment to merge into this site.

    Step 1 of the Merge Risk Assessment wizard, selecting an assessment
    Merge Risk Assessment. — screenshot pending
  2. Systems — review the systems from the assessment against those already in BRS.

  3. Match or add locations — for each location on the assessment, match it to an existing BRS location or add it as new.

  4. BRS locations no longer referenced — decide what to do with BRS locations the assessment does not mention.

  5. Match or add assets — the same match-or-add step for assets.

  6. BRS assets no longer referenced — review assets the assessment does not mention.

  7. Remedial actions — choose which remedial actions from the assessment to bring in.

  8. Merge summary — check what will change, then confirm the merge.

Take your time on the match steps

Matching an assessment location / asset to the wrong BRS one moves history against it. Where you are unsure, add it as new and tidy up afterwards. Run the site planner after a merge if tasks changed.