---
title: Getting Started with the Field Level Risk Assessment (FLRA) template.
description: This article summarizes how to edit the Field Level Risk Assessment (FLRA)
---

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January 2, 2025

# Getting Started with the Field Level Risk Assessment (FLRA) template.

## This article summarizes how to edit the Field Level Risk Assessment (FLRA)

If you do not have this template please reach out to support through the chat requesting to have the template imported into your account.

Here are the following concepts you should be familiar with before making edits to this template;

- [Form Options](https://knowledge.corfix.com/articles/template-settings?hsLang=en)
- [Editting Components](https://knowledge.corfix.com/articles/how-to-edit-components-in-the-template-builder?hsLang=en)
- [Conditionals](https://knowledge.corfix.com/articles/template-builder-conditional?hsLang=en)
- [Data Grids](https://knowledge.corfix.com/articles/template-builder-data-grids?hsLang=en)
- [Additional Entries](https://knowledge.corfix.com/articles/additional-entries-on-templates?hsLang=en)

The good news is, this template is created to use right out of the box! Below is how the template functions in it's current state.

#### **The form is best used under the following workflow;**

- The supervisor is filling out one FLRA per day and updating the form as the day progresses with new tasks that are being performed.

#### **Supervisor(s) to manually select the following;**

- Tasks that are being performed before starting work and throughout the day.
- Pre/Post Severity and Probability.

#### This form automatically calculate and notify;

- Pre and Post Risk level, based on what is selected in the Pre and Post Severity and Probability fields. These pre and post risk levels align with the Matrix that is shown in the template.
- Notification to all signers on the form when a new task is added to the form.
- Tasks that are being performed and selected in the form will display hazards that are most likely associated with that task, and then controls that can be put in place to take care of those hazards.

**How To Add A New Task**

If you are looking for edits to this form view:

[How to add new task to the (FLRA) Field Level Risk Assessment](https://knowledge.corfix.com/articles/how-to-add-a-new-tasks-to-the-field-level-hazard-assessment-template?hs_preview=lAKiswRD-184447296184&hsLang=en)

#### **Additional Template Edits**

If the Tasks, Hazards and Controls are not completly to your liking. Please downlod, fill out and send the template below to [support@corfix.com](mailto:support@corfix.com).

Examples are given within the template, please replicate the format across all tasks, hazards and controls.

[Download change request template.](https://knowledge.corfix.com/hubfs/Task%2c%20Hazards%2c%20and%20Controls%20change%20request.xlsx?hsLang=en)

#### Additional Workflows to consider;

- You can look at setting up automated tasks to send out Tasks based on the answers to the questions the following sections; 
    - Permits & Procedures
    - Tools & Equipment
    - Site-Specific Requirements
    - Tools & Equipment
    - Ergonomic/Personal Limitation Considerations

Out of the box this form will have instructions on what to do next if the question is answered "Yes", example below.

![](https://knowledge.corfix.com/hs-fs/hubfs/image-png-Dec-29-2024-10-15-56-2406-PM.png?width=688&height=139&name=image-png-Dec-29-2024-10-15-56-2406-PM.png)

### Setting up Automated Tasks

If you would like to set up automated tasks you can edit the task component in the template, located at the bottom of the template. The template is currently created to allow for manual task creation. Below is what the component looks like in the template.

Automated tasks allow you to set up tasks that are frequently occuring through automation. For more on automated tasks please view the guide below;

[How to set up automated tasks](https://knowledge.corfix.com/articles/how-can-i-set-up-automated-actions?hsLang=en)

![](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202024-12-28%20at%204-11-45%E2%80%AFPM-png.png?width=688&height=307&name=Screenshot%202024-12-28%20at%204-11-45%E2%80%AFPM-png.png)

Once you are done and have finalized the template its always recommended to fill out the form to understand how the form works. This will also Identify any Improvements you need to make.

[How do I fill out a form (Admin)](https://knowledge.corfix.com/articles/how-do-i-create-a-form?hsLang=en)  
[How do I fill out a form (Corfix Mobile App)](https://knowledge.corfix.com/articles/fill-out-form-on-corfix-app?hsLang=en)

 

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