The Overview Tab is a fully customisable area where different types of fields can be included to produce a form with all the information required to describe and document a given risk assessment.
Information can be entered/selected within the fields to test the form but it won’t be saved.
A rich text Description field is added by default. Like all fields, it can be deleted by clicking the trash/bin icon in its bottom right corner.
Other fields can be added by clicking, the Add New Field button. A collection of pre-formatted fields is provided and it is also possible to create custom ones of different types.
There are four kinds of fields (widgets) amongst the list and all of them are available to create custom fields:
Once fields are added, they can be re-arranged so the required fields can be quickly selected and then the layout can be sorted.
To add fields in the form for the overview sheet of risk assessments:
When the ‘plus’ (+) sign icon is clicked to create a custom field, a sidebar opens on the right-hand side of the screen. There is an area at the top to configure new custom fields.
To configure a custom field:
To add custom options in dropdown fields:
The Configure Field Types sidebar also lists all existing fields available both in the Overview Tab and in the Risks tab. Those which display a trash icon can be deleted because they are not in use in any configuration. Once deleted, they would have to be created again as a new custom field.
The size of the fields is not adjustable but all fields can be moved around to arrange them in the desired order. When hovering inside fields, the pointer will turn into a hand icon, to grab and drag the field as desired.
The Cancel button returns to the Configurations page.
There is a Save button always present in the bottom right corner of the screen to save progress at any time.