When adding a hazard to the Risk Assessment Register, users must select a category and, if enabled, a subcategory. This guide explains how to manage categories and subcategories in Ideagen Workforce Safety.

✅ What You’ll Learn

• Access Risk Category Settings

• Add categories and subcategories

• Edit existing categories or subcategories

• Delete categories or subcategories

⚙️ Accessing Risk Category Settings

1. Log in to Ideagen Workforce Safety.

2. Click the Profile icon at the top of the screen

3. Go to Settings → expand the Risk section.
   
   
   
   

4. Select Risk Categories.
   
   
   
   

➕ Adding Categories and Subcategories

• Categories and subcategories appear as drop-down lists.

• To add a new category:

  1. Click the + icon.
     
     
     
     

  2. Enter the category name and click Save.
     
     
     
     

• To add a subcategory:

  1. Select the parent category.

  2. Click the + icon and enter the subcategory name.
     
     
     
     
     

✏️ Editing Categories and Subcategories

1. Select the category or subcategory from the list.

2. Click the Edit (Pencil) icon.
   
   
   
   

3. Update the name and click Save.
   
   

🗑️ Deleting Categories and Subcategories

• Select the item to delete and click the Delete (Trashcan) icon.
  
  
  
  

• Deleting a category will also delete its child subcategories.

• Important:

  • This action is permanent and cannot be undone.

  • Changes apply immediately—there’s no Save button, so edits cannot be canceled once made.

✅ Key Notes

• Proper category management ensures consistent risk assessment classification.

• Use clear naming conventions for easier navigation.