Manage Fire Risk Surveys

To add a new Fire Risk Survey:

1. Navigate to Health and Safety > Fire Risk > New Fire Risk Survey.

   Alternatively, search for and open an existing Fire Risk Survey, and then click the Click to edit details button in the Summary tab.

   The Fire Audit Editor tab is displayed.

   

The fields on the Fire Audit Editor tab are described in the following table.

This field	Holds this information...
Title	The title of the survey. This field is mandatory. This field must be unique.
Type	The type of inspection. Select from the drop-down list. This field is mandatory. Note: These can be defined in Survey Type reference data (accessed by navigating to Health and Safety > Fire Risk > Fire Risk).
Surveyor	The surveyor assigned to the task. This field is mandatory.
Business Units	The business unit associated with the survey. Enabled when the record is saved.
Locations	The location associated with the survey. Enabled when the record is saved.
Assessment Details	The assessment details. Click the Assessment Details button to display the Select window, and then select the relevant text. Note: These can be defined in Standard Survey Text reference data (accessed by navigating to Health and Safety > Fire Risk > Fire Risk).
Survey Date	The date that the survey was performed.
Approved	Whether the survey is approved.
Approved By	The identity of the survey approver.

2. Click Save.

   The Survey Locations tab is displayed when a new survey is added.

   

When you create a new Fire Risk Survey, the following buttons are added to the Tasks panel:

• New Findings
• New Inspection
• New Fire Risk Survey
• Manage Reference Data
• Manage Attribute Definitions

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To manage survey business units:

1. Click the Manage survey business units link on the Fire Audit Editor.

   

   Alternatively, click the Business Units option in the Associated Items panel.

   

   The Survey Business Units screen is displayed.

   

2. Do one of the following:

   • Click the New button to add a business unit

     

   • Select a record and then click the Delete button to remove the business unit

     

   • Double-click a record to display the Survey location window, where you can specify the survey status and record any comments

     

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To manage survey locations:

1. Click the Manage survey locations link on the Fire Audit Editor.

   

   Alternatively, click the Location(s) option in the Associated Items panel.

   

   The Survey Locations screen is displayed.

   

2. Do one of the following:

   • Click the New button to add a location

     

   • Select a record and then click the Delete button to remove the location

     

   • Double-click a record to display the Survey location window, where you can specify the survey status and record any comments

     

     After clicking OK, any locations marked as 'Surveyed' will have a black check box selected and any marked as 'Unable to survey' will have a blank check box in the Surveyed column.

     

     Note: If a location has child items, a window is displayed asking if you want the survey status to cascade to those child items.

     

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You can add findings to a Fire Risk Survey after it has been added.

To add or edit a finding:

1. Click the New Findings option in the Tasks panel of a Fire Risk Survey record.

   

   Alternatively, click the Significant finding(s) option in the Associated Items panel and double-click the relevant record to open it.

   

   The Significant Findings screen is displayed.

   

2. Enter or edit the relevant details.

The fields on the Significant Findings screen are described in the following table.

This field	Holds this information...
Auditor	The individual recording the findings.
Location	The location of the findings. This field is mandatory. Click the Location button to display the Select location window. Use the level selector to select the relevant room, floor, zone, building, site or business unit.
Inspection Headers	Questions about the findings. This field is mandatory. Click the chevron button to display the relevant questions. Note: These can be defined in Significant Findings reference data (accessed by navigating to Health and Safety > Fire Risk > Fire Risk).
Date	The date the findings were recorded.

3. Click Save.

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You can add details of a new inspection to a Fire Risk Survey after it has been added.

To add or edit an inspection:

1. Click the New Inspection option in the Tasks panel of a Fire Risk Survey record.

   

   Alternatively, click the Inspections conducted within this survey option in the Associated Items panel and double-click an existing record to open it.

   

   The Inspection screen is displayed.

   

2. Enter details of the Inspection.

The fields on the Significant Findings tab are described in the following table.

This field	Holds this information...
Auditor	The individual performing the inspection.
Location	The location of the inspection. This field is mandatory. Click the Location button to display the Select location window. Use the level selector to select the relevant room, floor, zone, building, site or business unit.
Inspection Headers	Questions about the inspection. Click the Chevron button to display the relevant questions. This field is mandatory. Note: These can be defined in Significant Findings reference data (accessed by navigating to Health and Safety > Fire Risk > Fire Risk).
Assessment Date	The date of the inspection.
Re-inspection	The date of the re-inspection.

3. Click Save.

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Refer to Fire Risk Reference Data for further information.

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Refer to Use Attribute Manager for further information.

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