How do I add new fields to the risk assessment tab?

Admin users can define additional fields in the Risk Register and choose whether those fields also appear in the Risk Assessment tab of excursions.

Adding a New Field

1. Go to Risk Settings → Risk Columns.

2. Click Add Risk Column.

3. Enter the Name of the field.

4. Select the Field Type from the dropdown.

5. Configure the toggles:

   • Required – field must be completed when adding a new risk to the register.

   • Required for Final Submission – field must be completed before an excursion can be submitted for approval.

   • Show in Excursion – determines if the field is visible in the excursion Risk Assessment tab.

6. Click Save.

Notes

• If you only want the field to capture data in the Risk Register (not in excursions), leave Show in Excursion turned off.

• If you want to collect mandatory data when adding a new risk, turn on Required. This ensures the field is completed at the time of creating or editing a risk.

• If you want staff to enter data only during the Excursion submission process, leave Required off but keep Show in Excursion on. The field will then be blank in the excursion Risk Assessment tab for staff to complete.

• You can also make fields mandatory in the excursion submission process by turning on Required for Final Submission.