Risk Assessments can record who took part in them, with a digital signature per person. This tutorial gives the order of the steps; the function itself is described in the documentation under Participants and Signatures.

Suggested order

1. Switch the function on first. Until it is enabled in the Risk Assessment configuration, the Participants & Signatures button is not there at all — and the module has to be closed and reopened before it appears.
2. Decide how strict it should be. The setting requiring at least one signed participant before approval is what turns the function from a record into a rule. Agree on that before rolling it out to the vessels.
3. Add the people, then the signatures. Crew members and ZeeBORN users bring their role with them; everyone else is entered by name. Only afterwards is the signature recorded.
4. Check what the workstation can do. Without a signature pad, only loading an image file works. Deciding this per workstation avoids the situation where somebody is standing in front of a greyed-out button.
5. Look at the report once before going live, so everyone knows where the participants appear and what an unsigned entry looks like.

Good to know beforehand

A signature loaded from a file counts exactly the same as one written on the pad — vessels without a pad are not treated differently.

Task Tracking: Risk Assessment Assignment

Overview

Tasks and Corrective/Preventive Actions in the Task Tracking module can now be linked to a Risk Assessment. This allows you to directly associate safety measures with their underlying risk evaluation.

The feature is configurable per Task Category — your administrator decides which categories support RA assignment and whether a review step is required before closing.

Configuration (Category Settings)

In the Task Category editor, a new Risk Assessment section contains two options:

Setting	Effect
Risk Assessment can be assigned	Enables the "Controls" Tab on Tasks and Actions of this category, where a Risk Assessment can be searched, assigned, created, or removed.
Reviewed flag mandatory before close	When enabled (Office only), the assigned Risk Assessment must be marked as "reviewed" before the Task or Action can be set to a Closed status. This option is only visible when "Risk Assessment can be assigned" is checked.

Assigning a Risk Assessment

When a Task Category has RA assignment enabled, a new Controls Tab appears on the Task form and on the Corrective/Preventive Action form.

Available actions

Button	Description
Search	Opens the Risk Assessment search dialog. Select an existing RA and confirm the assignment via a preview dialog.
Select from Operation Tree	Browse the operation tree to pick an RA. On board, only RAs for the vessel's own site are shown.
Create New	Create a new Risk Assessment from scratch — select an operation group, then edit the RA. If you cancel the editor, the RA is deleted automatically.
Copy from Template	Create a new RA based on an existing template. Select the template, then edit the copy. If you cancel, the copy is deleted.
Remove	Removes the current RA assignment (the Risk Assessment itself is not deleted).

When a new RA is assigned, the Reviewed checkbox is automatically reset — a new review cycle begins.

Reviewed Checkbox

The Reviewed checkbox is visible only in the Office application and only when the category setting "Reviewed flag mandatory before close" is active.

• Check this box after you have reviewed the assigned Risk Assessment.
• If the checkbox is not checked and the Task/Action is set to a Closed status (Completed, Completed Finally, Completed on Board), a warning message is displayed and the status change is blocked.
• On board (vessel), this check is not enforced — the task can be closed without reviewing.

HTML Reports and Official Reports

When a Risk Assessment is assigned, it appears in the Task detail view and in HTML reports:

• The TAN (identifier) of the assigned RA is shown as a clickable link that opens the full Risk Assessment.
• If the category requires review: the status "reviewed" or "not reviewed" (highlighted in red) is displayed next to the TAN.
• In official reports (e.g. Audit Official Report), the RA assignment is included in the printed output.

Notes

• Each Task or Action has its own independent RA assignment — there is no automatic inheritance from a parent Task to its Actions.
• Removing an RA assignment does not delete the Risk Assessment from the system.
• The feature works in both Office and on-board environments. The review enforcement is Office-only.