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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

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