How to merge a risk assessment into a site

Customise Site › Merge Risk Assessment brings a new risk assessment into a site you already have — matching its locations and assets to yours rather than starting again. Use Retrieve RA when the site does not exist yet.

The wizard

1. Find Assessment — search by client name, site name or date and select the assessment.

   

2. System IDs — check the assessment’s systems against the site’s.

3. Locations — for each location on the assessment, link it to a BRS location or add it as new. Suggested matches are shown; you can link every 100% match in one go or Add all unmatched as new.

4. Retire Locations — tick BRS locations the assessment no longer mentions and Retire selected, or leave them.

5. Assets and Retire Assets — the same for assets. New assets get the site’s rotation and infrequent-use rules; linked assets keep their settings and history.

6. Remedial Actions — Import Remedial Actions from the assessment, and optionally Supersede Previous Remedials from older assessments.

7. Finish — the Merge summary counts locations and assets linked and added.

Skip to Remedials goes straight to the remedial actions; Start Over discards your choices for this assessment.