This guide explains how to create a new Generic Risk Assessment template in the Admin App. You’ll learn how to access the Care Planning section, choose an existing assessment as a template, and upload your own risk assessment file for use across your organisation.

Creating and uploading templates ensures your care team works from consistent, standardised risk assessments, helping maintain compliance, accuracy, and efficiency across all records. By following this process, you can quickly build or update templates tailored to your organisation’s care practices while keeping all documentation easily accessible within the system.