Customising the layout of your Categories is an excellent way to make finding your commonly used risk assessments, method statements and sequence of operations even more simple.
There are 3 key ways to customise the layout:
- Adding a new category/ changing the names of categories
- Changing the order in which categories are listed
- Changing the order in which risk assessments appear in their category
To add a new category, select the green 'New category' button in the top right of the page.
Give your new category a name and click 'Create category'.
The new category will appear at the bottom of your category list, so you may want to rearrange it in the way shown above.
The 'Edit category' button on the right-hand side of each category title will enable you to change the name of the category you have selected.
Change the category name and click 'Update category'.
If you have edited a category, it will remain in the same position in the Risk Assessment Library.
Rather than click on the category title, hover over the space to the left of the upward arrow to reveal the 8-stacked-dots. Click and drag the category to its new position.
Simply click on the category title to reveal the risk assessment list for that category. Then click and drag on the 8-stacked-dots to the left of the risk assessment titles to move it to a new position in the list.
Please note: You are unable to move a risk assessment from one category to another