A centralised platform for capturing, tracking and managing risk survey data with clarity and confidence.
Site surveys
Risk documents
Recommendations
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Risk Survey Tracker
A centralised platform for capturing, tracking and managing risk survey data with clarity and confidence.
Set a new password
Choose a new password for your account
Risk Survey Tracker
A centralised platform for capturing, tracking and managing risk survey data with clarity and confidence.
Accept invitation
You've been invited to join Risk Survey Tracker. Click below to accept — you'll then set a password to finish setting up your account.
This invitation link has already been opened once and can no longer be accepted from here. Please reopen the original invitation email and click the link again.
Survey access
Enter your name and work email to access this survey.
We'll email you a secure sign-in link — no password needed.
Survey access
Signed in as your verified email address.
Enter your name to finish accessing this survey.
Client sign in
Sign in with the email address your survey access was granted to.
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Risk Survey Tracker — Client Portal
Overview
Preparation tools (checklist, document requests, recommendations) will appear here in a later update.
Risk Survey
Tracker
Navigation
Local & offline. All data stays in this browser. No account, no cloud.
Risk Survey
Tracker
Navigation
Local & offline. All data stays in this browser. No account, no cloud.
Risk Survey Tracker
Dashboard
What needs your attention today.
Watchlist
Upcoming 30 Days
Survey Pipeline
Portfolio Alerts
Recently Closed
Client / Site
Closed date
Closed by
Status
Recommendations
Every recommendation across every client, in one place.
Audit Log
Recent record activity across your organisation (most recent 200 events).
Backup & Restore
Admin tools. Export a full backup of your data, or restore from a previous export. Online, changes still save immediately — export is for an offline copy.
When
User
Type
Action
Detail
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User Management
Invite users and control their access.
User
Email
Role
Status
Last Active
Client Access
Create and manage client portal access links for survey visits.
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Admin preview — not a real client session.
Client Portal Preview
Shows exactly what a real client would see for this survey visit. Read-only — no client account, link, or email is created.
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Documents
One row per client/site/visit — expand a row to see individual documents.
Mirrors your standard survey agenda document list. Tick off what's been received.
No.
Document
Priority
Status
Next follow-up
Checklist
Same questionnaire every time. Tick Yes / No / N-A and add a note if info is missing or pending.
Special Sections
Use Special Sections for additional report topics that are not covered by the standard checklist. Only enabled sections will be included in the generated report.
Recommendations from this visit
Completeness overview
Quick check before you write the report — what's answered, what's missing, what's flagged N/A. Updates automatically as you fill in the checklist, tables, notes and documents.
Unanswered checklist fields
Incomplete table entries
Details pending
Special Sections needing attention
Executive Summary
Auto-drafted from your checklist answers. Edit freely before generating — this is what goes on page one.
Replaces the current Executive Summary with a new draft based on the latest checklist answers.
Occupancy Description
Describe the company's operations, products, operating hours, workforce, building usage and general site activities. This will appear under Occupancy Description in the generated report.
Common & Special Hazards
This section always appears in the report. Write your hazard commentary here — this needs your judgment, so it isn't auto-filled.
Generate the report
Builds a Word-compatible document using the same cover page fields and section order every time. Every checklist section is included, marked "Not assessed" or "N/A" where relevant, so nothing silently disappears.
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Invite user
They'll receive an email to set up their password.
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New client
×
New site
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Create client access link
Share this link with the client — it can only be shown once.
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New visit
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New recommendation
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Log an update
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Proceed without document
This won't mark the document as received. It records why, and removes it from the active list.
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Import preview
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Import complete
This record changed while you were editing it
Someone else (or another tab) saved a newer version. Reload to see the latest version before trying again — your edits on screen won't be saved automatically.
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Add document
Leave blank to use the visit's shared document request date.
