If you need to make a new assessment that is identical to an assessment you have created before, you can make a copy of the existing one instead of creating a new one from the beginning.
There a few things to consider when copying assessments. Please remember that the assessment copy you make will:
have a new, unique Reference Number.
adopt the word Copy at the end of its Task Title
NOT contain any Actions from the original assessment
NOT be Published
All remaining assessment data, including substances, hazards, ratings and controls ratings will be copied from the original.
To copy an assessment, click the Action button next to the assessment you wish to copy and click the Copy Assessment option.
Next, choose a location to copy the assessment to by clicking the Location tree icon (or the location drop down box). Finally, click the Copy button.
An identical copy of the assessment will be made and located at the location you selected. Please watch the video below to see the copy assessment procedure.
Please Note: When copying multiple assessments you will receive a system notification when this has been completed. If this notification is not opened after 5 minutes, then an email will be sent to inform you that it has been completed.
It is also possible to check to see if an assessment already exists in any other locations of you company. Rather than starting from scratch, copying an assessment from another location could save you lots of time. To check all locations to see if an assessment already exists, please click the Show Shared filter switch to turn it on.
Please Note: The Show Shared assessment filter is a company wide option that is made available when your company account was created. This means that if the user responsible for setting up your account has opted out of this feature, the Show Shared option will not be available.
The assessments table will now display a list of all published company assessments for you to look at to see if a similar assessment to the one you need already exists.
Please Note: Whilst the Show Shared assessment filter is on, you will only have the options to View Published Files and Copy Assessment.
To view the latest revision of an assessment, click the assessment’s Actions button, click View Published Files.
Now click the View button in the Assessment Revisions section.
To copy an assessment, click the assessment's Actions button, followed by the Copy Assessment option to copy it.
Our Advice: Please remember to turn off the Show Shared filter switch when you have finished using it.