How to create a site from a risk assessment

By L8MS Team · Updated 4 Sep 2026

Administration › Retrieve RA lists the risk assessments available to you on the L8MS Risk Assessment platform and turns a chosen one into a new BRS site — client, site, systems, assets, surveys and remedial actions in one pass.

Before you start

Your Risk Assessment sign-in must be linked — see Linking your Risk Assessment login. To merge an assessment into a site that already exists, use Merge a risk assessment instead.

Steps

  1. Filter the list by Company, Client, Site, Date or Status (type in a column filter and press Enter or Tab).

  2. Tick one or more assessments, then click Create.

    The Retrieve Risk Assessment list with assessments selected and the Create button
    Retrieve Risk Assessment. — screenshot pending

  3. In Transfer Assessment, set:

    • Company — which BRS company the new site belongs to.
    • Profile — the transfer profile that maps assessment data to BRS tasks / tests (see Import profiles).
    • Folder Structure — the document folders to create.
    • Start Date / Finish Date — the period the monitoring schedule should cover.

  4. Click Transfer Assessments. The progress list shows each step — client, site, user, systems, assets, surveys, remedials, standard tests — and marks Transfer Complete when done. Several selected assessments are processed one after another.

If a step fails

The row shows which step failed (for example “Failed Creating Assets”) and moves on to the next assessment. Fix the cause — often the transfer profile or a missing standard — and run that assessment again.

Related Guides

BRS - Version Information
How to reset your password
How to sign in to BRS
How to change your password