With Risk management templates<\/strong> in the HSE Management module, you can carry out risk assessments on the chemicals in your projects faster and more consistently.<\/p>\n A template is a predefined risk assessment you can reuse. Create it once, and you don’t have to start from scratch every time you assess a chemical.<\/p>\n<\/div><\/div><\/div> Example:<\/span> If a chemical is used on several projects, you don’t need to repeat the whole assessment each time. Load a ready-made template and use it directly \u2013 it saves time and keeps your workflow consistent.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div> Comply:<\/span> Upgrade to Ensure to create risk management templates.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div> Note:<\/span> Only users with the Company admin<\/strong> role can create risk management templates.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div> 1<\/p>\n<\/div><\/div><\/div> Go to HSE Management<\/strong> in the top menu and select Risk management templates<\/strong>.<\/p>\n<\/div> 2<\/p>\n<\/div><\/div><\/div> Click New template<\/strong> to start a template from scratch. To start from a template you already have, you can duplicate it instead \u2013 see How to create a risk management template from an existing template<\/a>.<\/p>\n<\/div> 3<\/p>\n<\/div><\/div><\/div> Select the Frequency of use<\/strong> and Exposure level<\/strong> for the chemical. Click the \u24d8<\/strong> icon next to Exposure level<\/strong> to see what the different levels mean. Click Next step<\/strong>.<\/p>\n<\/div> 4<\/p>\n<\/div><\/div><\/div> The next step asks whether the chemical can be eliminated. Click Eliminate<\/strong> if it can be replaced by a technical process \u2013 write a comment (required) and click Finish<\/strong>. The template is then complete, and you go straight to naming it. Click Continue to substitution<\/strong> to carry on with the process instead \u2013 the comment is optional here.<\/p>\n<\/div> 5<\/p>\n<\/div><\/div><\/div> In the substitution step, find a less hazardous chemical to replace the current one \u2013 either by loading chemicals from your company substitution groups, or by searching in Cobuilder Supply. Read more in How to create a chemical substitution group<\/a>.<\/p>\n<\/div> 6<\/p>\n<\/div><\/div><\/div> Tick the alternative product in the results and click Compare<\/strong>.<\/p>\n<\/div> 7<\/p>\n<\/div><\/div><\/div> The system shows the risk assessment value for the alternative, with the same Frequency of use<\/strong> and Exposure level<\/strong> as the original preselected \u2013 you can adjust these for the new product if needed. No substitution. Keep the current chemical<\/strong> is selected by default.<\/p>\n<\/div> 8<\/p>\n<\/div><\/div><\/div> If the new product is a good alternative, select Make substitution<\/strong>, tick the product, write a comment explaining why (required) and click Finish<\/strong>. The template is then complete, with no further steps for measures or protective equipment.<\/p>\n<\/div> 9<\/p>\n<\/div><\/div><\/div> If you keep No substitution<\/strong>, write a comment explaining why (required) and click Next step<\/strong> to continue with measures and protective equipment. See How to substitute a chemical using the substitution group<\/a> for a full walkthrough of this step.<\/p>\n<\/div> 10<\/p>\n<\/div><\/div><\/div> Next, select Technical measures<\/strong>. Open the drop-down menu and tick the measures that apply. The comment is optional. Click Next step<\/strong>.<\/p>\n<\/div> 11<\/p>\n<\/div><\/div><\/div> Then select Organizational measures<\/strong> the same way, from the drop-down menu. The comment is optional. Click Next step<\/strong>.<\/p>\n<\/div> 12<\/p>\n<\/div><\/div><\/div> Select the personal protective equipment that is used. When you select one option, any equipment that can’t be combined with it is automatically marked Not applicable due to current selection<\/strong>. The more relevant types you select, the lower the calculated health risk \u2013 but only select equipment that is actually used when working with the chemical.<\/p>\n<\/div>Create a new template<\/h2><\/div><\/div><\/div>
![](\"https:\/\/trainingportal.cobuilder.com\/wp-content\/uploads\/2026\/10\/rmt-en-01-hse-management-risk-management-templates.jpg\")
<\/a><\/span><\/div><\/div><\/div><\/a><\/span><\/div><\/div><\/div><\/div><\/div>Risk assessment<\/h2><\/div><\/div><\/div><\/div><\/div>
<\/a><\/span><\/div><\/div><\/div><\/div><\/div>Elimination and substitution<\/h2><\/div><\/div><\/div><\/div><\/div>
<\/a><\/span><\/div><\/div><\/div><\/a><\/span><\/div><\/div><\/div><\/a><\/span><\/div><\/div><\/div><\/a><\/span><\/div><\/div><\/div><\/a><\/span><\/div><\/div><\/div><\/a><\/span><\/div><\/div><\/div><\/div><\/div>Measures to reduce the risk<\/h2><\/div><\/div><\/div><\/div><\/div>
<\/a><\/span><\/div><\/div><\/div><\/a><\/span><\/div><\/div><\/div><\/div><\/div>Personal protective equipment<\/h2><\/div><\/div><\/div><\/div><\/div>