Completing a Risk Assessment for an Excursion

Once an excursion has been pre-approved, staff can complete the required tabs for final approval. One of these is the Risk Assessment tab.

Steps to Complete

Navigate to the Risk Assessment tab and click Risk Assessments.

1. Find the risk you need to update and click the Edit (green pencil) icon on the right.

2. Complete all required fields for each risk (each row represents one risk).

   • Required fields are defined in Risk Settings → Risk Columns.

3. When finished, click Save Changes (bottom right).

Default Required Fields

By default, Paperly requires the following fields to be completed before final submission (schools can adjust these settings in Risk Settings):

• Initial Risk Likelihood → select from dropdown

• Initial Risk Impact → select from dropdown

  • An Initial Risk Rating is generated automatically

• Residual Risk Likelihood → select from dropdown

• Residual Risk Impact → select from dropdown

  • A Residual Risk Rating is generated automatically

⚠️ Important
Schools can customise which fields are required by updating Risk Columns in the Risk Settings area. For more details, see Adjusting what columns are visible in an excursion risk assessments.