How to create a site from a risk assessment

By L8MS Team · Updated 10 Nov 2026

Administration › Retrieve RA lists the risk assessments you can see on the L8MS Risk Assessment platform and turns the ones you pick into new BRS sites — client, site, systems, assets, remedial actions and standard tests in one pass.

Before you start

Your Risk Assessment login must be linked — see How to link your Risk Assessment login. To bring an assessment into a site that already exists, use Merge Risk Assessment instead.

Steps

  1. Find the assessments: type in the filter under Company, Client, Site, Date or Status.

    The Retrieve Risk Assessment list with assessments ticked
    Retrieve Risk Assessment.

  2. Tick one or more (the two buttons select all or none), then click Transfer.

  3. In Transfer Assessment set:

    • Company — the BRS company the new sites belong to.
    • Profile — the import profile that decides which tasks and tests each asset gets.
    • Folder Structure — the document folders to create.
    • Start Date and Finish Date — the period the tasks run for.

  4. Click Transfer Assessments. The progress list shows each step for each assessment and ends with Transfer Complete.

  5. Open the new site, check what was created, then run the site planner.

If a step fails

The row says which step failed (for example Failed Creating Assets) and BRS moves on to the next assessment. The cause is usually the profile or a missing standard — fix it, delete the half-made site and transfer that assessment again.

Related Guides

BRS - Version Information
How to change your password
How to manage users and roles
How to handle a non-conforming result