Please Note: To publish an assessment, you must have the correct system permissions.

Publishing an assessment is done in the Review & Publish section (step 9) of the assessment wizard. See below:

One way of getting to the review and publish step of an assessment that needs publishing is to first click Assessments option. This will load up the assessments area of the system.

From the list of assessments, choose one that needs to be published. Now click its Actions button, and then the click Edit Assessment option. 

You can now go through each step of the assessment wizard, checking the contents of each section as you go. When you get to the Review and Publish (Step 9) area, click confirm and continue to get to the assessment publishing stage.
​

Our Advice: The Assessments board on the Home page displays a count of assessments that have not yet been published. Choosing an option from the My / All switch and then click on the Yellow Requires Publishing legend entry below the coloured bar chart in the Assessments board.

This will load the assessments area of the system, and filter the assessments table to display assessments yet to be published.

Please Note: Before you can publish an assessment, all mandatory information must be added, otherwise the publish button will be unavailable. The Assessment Checklist will be displayed, highlighting any mandatory sections that are missing.

If this is the case, you must backtrack and add the missing information into your assessment.

Our Advice: Clicking on an entry in the Assessment Checklist will take you directly to the correct step in the assessment wizard that contains that data.

When all mandatory assessment data has been added to your assessment, the Publish button will be enabled.

Before you publish your assessment, you can add an optional Reason For Publishing and any Comments if required.

You also have a selection of additional Options:

Switch on any of the above options if required, and then click the Publish button, where the system will pop up asking if you're sure you want to publish. Simply click OK to publish:

Once your assessment has been published, you will see the following screen:
​

If you would like to view your assessment, simply click the View your Risk Assessment Document button.

If you would like to send a copy your published assessment to your email, click the Receive a Copy By Email option to turn it on. You can also click switch on the Send With SDS option to receive a link to a zipped file of all SDS in the assessment.

Please Note: The Send With SDS option will be unavailable until the Receive Copy By Email option is turned on.
​