How to Export a Risk Assessment Template on Cloud
This guide explains how to export a Generic Risk Assessment template from the Care Planning module in the Admin App. Exporting templates allows you to easily share, back up, or review your Risk Assessment layouts outside the system, ensuring compliance and consistency across all your care sites.
For Care Control users, this process is particularly useful when updating or standardising documentation across multiple services. By exporting a Risk Assessment as a .txt file, you can store a version for auditing, make revisions offline, or import the same structure into another environment, saving time and reducing duplication.
Interactive Guide
Text based guide
Open the Admin App
Click Visit on Care Planning
Open the Risk & Care Review dropdown
Select Generic Risk Assessments
Open the Risk Assessment dropdown
Choose the Risk Assessment template you want to export
Select Export. This will download a txt file with the template attached