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Risks
What workers need to watch for before a shift, rated and with a management plan.
Last updated · 10 November 2026
The Risks tab records risks relevant to a participant’s support, so your workers know what to watch for and how each one is managed.
Open the Risks tab
Open the participant, then select the Risks tab. Select Add risk at the top right. Existing risks appear in a table.
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Swipe across the enlarged image to read each part of the screen.
Mavis’s saved risk appears in the list. Open the row for the full text; the list is a preview.
Fill in the risk
| Field | Required | Notes |
|---|---|---|
| Risk | Yes | The safety, support-delivery or safeguarding risk |
| Rating | No | Low, Medium, High or Critical |
| Close date | No | The recorded review or close date; it does not create a follow-up task or notify anyone |
| Notes | No | Control measures and how the risk is managed |
Enlarge screenshot
Swipe across the enlarged image to read each part of the screen.
Mavis’s risk opened for review. Read the full fields, then use Save risk below the form when you make a change.
Save the risk
Review Risk and Notes together: the first names the risk, while the second tells the team what to do about it. For example, “Uneven footpaths on the route to the cafe” needs the agreed safe route and assistance recorded in Notes, not only a High rating.
Select Add risk to save a new one, or Save risk when editing.
The Close date cannot fall after the participant’s service agreement ends. Pick a later date and saving shows Close date is after the service agreement ends (<date>).
Once a risk is in the list, you can change its Rating inline from the row dropdown. The list also shows the Opened date and the Close date. Add a risk for anything a worker should be aware of before a shift, for example behaviours of concern, a health condition, or an environmental hazard. Choose Risks in the shift sharing controls when the assigned workers need this information. Recording a risk here does not automatically share it on every shift.
Review and correct a risk
You need Participants edit access. Have the agreed safety controls ready as well as the risk description. For example, record “Uneven footpaths on the route to the cafe” in Risk and the agreed safe route and assistance in Notes. Choose the rating that matches your organisation’s assessment.
After saving, check the text, rating and close date in the list. Select a risk to correct its description or control notes and choose Save risk. For a rating-only change, use the row’s Rating choice and wait for the save.
A close date beyond the agreement end is blocked. Check the source dates rather than removing a real risk to bypass the warning. To remove a risk, select Delete risk, select Delete in the confirmation, and confirm only after checking your recordkeeping requirements. Recording a risk does not itself notify workers or emergency services.