Ideagen Workforce Safety allows users to create and manage templated controls for risk assessments. These templates ensure consistency, efficiency, and compliance across your organisation.

✅ In this guide, you will learn how to:

• Access Risk Control Plan Settings

• View existing templated controls

• Add a new control template

• Edit or delete an existing control

⚙️ Accessing Risk Control Plan Settings

1. Log in to your Ideagen Workforce Safety system.

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

3. Navigate to Settings → expand the Risk section.
   
   
   
    

4. Select Risk Control Plan.
   
   
   
    

📋 Viewing Templated Controls

• The register displays all existing templated controls.

• From this screen, you can add, edit, or delete controls.
  
  

➕ Adding a New Templated Control

1. Click Add.

2. Select the Control Type for the new control.

3. Assign the control to:

   • Specific Site(s) by searching or scrolling through the Organisational Structure.

   • All Sites by ticking the Add Control to All Sites checkbox.

4. Enter the Control Name and Description.

5. Click Save.
   
   
   
    

Result: The new control is added to the register and becomes available in Risk Assessment items.

✏️ Editing or Deleting a Control

1. Locate the control in the register.

2. Click Actions, then select:

   • Edit to update the details.

   • Delete to remove the control.
     
     
     
      

⚠️ Important Notes

• Deleted controls will no longer be available for future risk assessments.

• Always confirm before deleting to prevent removing controls still in use.

✅ Why Use Templated Controls?

• Saves time during risk assessments.

• Ensures consistency across all sites.

• Helps maintain compliance and best practices.