As you move through your strategic plans, you will need to update the responses to your assessment questions. This can be done at any stage.

To make changes to the Safety Index:

1. Select the element you wish to change.
2. Select the rater that now applies.

The Safety Index will automatically recalculate.

Once you've completed the Safe365 Maturity Assessment the system provides you with resources to help you improve your Health and Safety Capability and Culture over time. 

To access Resources from the Safe365 Assessment:

1. Click into an element on the Safety Culture Assessment.
2. Expand the ‘Actions to Improve your Rating’ section for the resource you need.
3. Download the document. 

These templates can be edited to meet the specific needs of your Organisation.

It is best practice to add a note when making changes to an assessment question. This gives visibility for other users to see the justification for the change in rater and helps satisfy the ability to review and audit all answers.

To Add a Note when completing or changing an Assessment Question:

1. On a completed assessment, click into an element.
2. Click ‘Add Note’ and enter the reason for changing.
3. Change the Rater.

When completing the assessment for the first time, you are able to add notes as you work through the questions.

You can set up Actions within your Safe365 Maturity Assessment, these could be reminders or tasks. These Actions can also be assigned to other Users in the Safe365 account. 

Some examples of these Actions could be: 

• Reviewing Documentation 
• Making changes to processes 
• Reminding of tasks 

These Actions will sit directly in the question you've assigned it to, but it will also be available in the Workspace Tab. 

To add an Action to an Assessment Question:

1. Click into an Element.
2. Click ‘Add Action’.
3. Fill out the Action Details and Assign to a user.

The assignee will be notified with the Action.