{"id":1376,"date":"2023-12-15T08:44:00","date_gmt":"2023-12-15T08:44:00","guid":{"rendered":"https:\/\/s5.cobuilder.com\/?p=1376"},"modified":"2025-07-18T15:02:17","modified_gmt":"2025-07-18T15:02:17","slug":"how-to-create-a-risk-management-template","status":"publish","type":"post","link":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-create-a-risk-management-template\/","title":{"rendered":"How to create a risk management template"},"content":{"rendered":"

Collaborate users can now create risk management templates and apply them when performing risk assessments on the chemicals they add on their projects. If one and the same chemical is used on several different projects, it becomes easier to perform a risk assessment by simply loading a template and editing the details in each step of the module.<\/p>\n

Go to HSE Management<\/strong> from the menu on the top and select Risk management templates<\/strong>.<\/p>\n

NB! It is only users with Collaborate role Company Admin who can create Risk management templates.<\/strong><\/p>\n<\/div>

<\/a><\/span><\/div>

Click on New Template<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div>

Start by choosing Frequency of use<\/strong>\u00a0and Exposure level<\/strong>.<\/p>\n

If you click on the question mark (?)<\/strong>\u00a0symbol, you will see what the different options mean.<\/p>\n<\/div>

<\/a><\/span><\/div>

Click on Next step<\/strong>.<\/p>\n

You can now choose if the chemical can be eliminated.<\/p>\n

If Yes<\/strong>, the process stops here. Write a comment and click on Finish<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div>

If the process stops here, a new window will appear, and you will have to name the new template. Write the name and click on Save<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div>

If you decide to substitute the chemical, the process will continue further with the next step. Write a comment and click\u00a0Next step<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div>

You will then go over to Substitution<\/strong>\u00a0of the chemical.<\/p>\n

Click on Start substitution<\/strong>\u00a0in order to find an alternative product.<\/p>\n<\/div>

<\/a><\/span><\/div>

Here you have two options:<\/p>\n

Perform a substitution using the company substitution groups. See the following user manuals to find out how to create a chemical substitution group and how to substitute a chemical using the company substitution groups<\/strong>.
\nSearch in Cobuilder Supply (prev. goBIM) database for a similar product.<\/p>\n

If you choose to search for a similar product in our database, choose it from the list with results and click on Compare<\/strong>\u00a0in order to compare the two (or more) products.<\/p>\n<\/div>

<\/a><\/span><\/div>

You come back to the main risk management process where you can proceed to\u00a0select technical measures in order to reduce the risk.<\/p>\n

Click on the dropdown menu and select relevant choices.\u00a0You can also write a comment, but it is not mandatory.\u00a0Click Next step<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div>

Do the same with organizational measures and click Next step<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div>

You are now asked to choose personal protective equipment. Click on\u00a0Select personal protective equipment<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div>

You will observe that after you choose some of the\u00a0options, other become inactive. The reason for this is that it is not possible to combine them with the options you have chosen.<\/p>\n

Write a conclusion and click on\u00a0Done<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div>

Click on Next step<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div>

You can change the overall status and write a comment explaining why you think the risk is being reduced. Click on\u00a0Finish<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div>

A new window will appear, and you will need to name the new template. Click on Save<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div>

You will be returned to the Risk management templates-page and you will be able to see your new template. You can also edit it, duplicate it or delete it by clicking on the three dots to the right:<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":1377,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[29],"tags":[],"yoast_head":"\nHow to create a risk management template - Cobuilder Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-create-a-risk-management-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to create a risk management template - Cobuilder Support\" \/>\n<meta property=\"og:url\" content=\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-create-a-risk-management-template\/\" \/>\n<meta property=\"og:site_name\" content=\"Cobuilder Support\" \/>\n<meta property=\"article:published_time\" content=\"2023-12-15T08:44:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-18T15:02:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/trainingportal.cobuilder.com\/wp-content\/uploads\/2023\/12\/How-to-create-a-risk-management-template-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1504\" \/>\n\t<meta property=\"og:image:height\" content=\"716\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"ifsxydpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ifsxydpg\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-create-a-risk-management-template\/\",\"url\":\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-create-a-risk-management-template\/\",\"name\":\"How to create a risk management template - 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