Risk Main Forms

A risk main form is the register that risks are opened in. There is normally one per hazard class, and it decides two things that the risks underneath it cannot decide for themselves: how they are numbered, and who is allowed to do what in them.

Think of the main form as the frame around a set of assessments. Choosing which form a risk belongs to is choosing its numbering, its authorization and its audience.

Fields

• Code / Name
  The register's identity.

• Hazard class
  Required. The hazard class this register covers — mechanical, chemical, ergonomic, psychosocial, and so on.

• Risk number template
  The auto-numbering pattern that generates codes for the risks opened here.

• Number template editable
  Whether the generated code can be overridden by the user.

• Active
  Controls whether the form is offered when opening a new risk.

• Authorizations
  The authorization matrix — see below.

The authorization matrix

Each row grants an identity a set of authorized types within this register:

Authorized type	Allows
View	Seeing the risks in this register.
Create	Opening a new risk here.
Assess	Performing the assessment — entering and approving scorings.

Rows accept users, roles, user groups, positions and organization units, so authorization follows the organization rather than a list of names.

Deactivating a main form

Deactivating a form stands the form down and nothing else.

note

Deactivation does not close the risks already open under the register. Work in progress continues, and the people holding tasks keep them. What deactivation achieves is that nobody opens anything new here — the form stops being offered in the risk list's form picker and in quick risk entry.

This is a deliberate change from earlier behaviour, where deactivating a form cascade-closed every open risk underneath it. That meant an administrative decision about a register silently ended work other people were in the middle of, with no way back.

Creating a main form

1. Open Health, Safety & Risk → Risk Main Forms and choose New.
2. Enter the code and name.
3. Select the hazard class this register covers.
4. Choose the risk number template, and decide whether users may override the generated code.
5. Build the authorization matrix: who may view, who may create, who may assess.
6. Save.

tip

Create one register per hazard class rather than one per department. Hazard classes are stable and the scoring dimensions that apply to them are consistent; departments reorganize, and every reorganization then becomes a register migration.