Adding a recommendation
From the survey’s Recommendations tab, click + Add Recommendation.Recommendation details
Area details
Risk classification
Select the Risk Classification category from the dropdown. This groups the recommendation by the area of risk it relates to (e.g. fire protection, management).Risk category
The risk category is determined using a 5×5 risk matrix. Select the cell that best represents the combination of consequence and probability. Consequences (columns A–E):
Probability (rows 1–5):
The matrix is colour-coded green (low), amber (medium), and red (high). Selecting a cell auto-calculates the Calculated Risk score.
Risk priority
Finding description
A rich-text field for describing what was observed during the survey. Supports formatting, images, and embedded content.Recommendation
A rich-text field for the recommended corrective action. This text appears in the issued report.Loss estimates
An expandable section for attaching a loss estimate value to this recommendation — the expected cost of the loss if the finding is not addressed.Recommendation contact
Assign a site contact to this recommendation. Useful for tracking who is responsible for implementation.The recommendations list
The Recommendations tab shows all recommendations for a survey in a filterable table.
Filter by Year, Risk Category, Priority, or Status. Use the search bar to find specific recommendations by keyword.
The summary cards at the top of the tab show an aggregate breakdown of recommendations by Status, Priority, and Estimated Loss Before Completion.