How to create and manage a risk assessment (IER/IPER)

4 min readUpdated on May 6, 2026
Safety and health

How to create and manage a risk assessment (IER/IPER)

The risk assessment module is the core of preventive management at Sabentis. It allows for the identification of hazards, the evaluation of risks, and the definition of corrective and preventive measures with integrated monitoring. The entire process is documented and traceable for inspections and audits.

⏱ 12 min read🏷 Safety and health

IER vs IPER: which one to use

Sabentis allows you to work with two approaches depending on the maturity of your organization’s preventive system:

🎯

IER — Risk Identification and Assessment

It stems directly from known risk, without formally documenting the hazard that originates it. Useful for periodic reviews and organizations with already identified risks.

🔍

IPER — Hazard Identification and Risk Assessment

More comprehensive process: first identifies the hazard family, then the specific hazard, the risk factor, and finally the risk. Recommended for mature or audited systems.

Step 1 — Create the study

Every assessment is part of a study. A study defines the temporal and organizational context in which risks are identified and assessed.

  1. Go to the card Evaluations.
  2. Click New evaluation.
  3. Fill in the study details: name and code, type of location to be evaluated (company, centers, places, positions, occupations, tasks…), start and end dates of validity, methodology, responsible party and reviewers.
  4. Save the study.

Available methodologies: INSST, FINE, NTP-330, GTC-45 and IPERC. The methodology determines how the risk level is calculated.

⚠️ CautionDo not create two active studies on the same locations. This generates inconsistencies in the action plan and hinders management. Use one study per location, updated regularly.

Step 2 — Identify the risks

Within the study, add the risks to be assessed for each location within the scope. For each risk, define the probability and severity according to the chosen methodology. Sabentis automatically calculates the resulting risk level.

Step 3 — Define preventive and corrective measures

For each risk, associate measures following the standard hierarchy:

  1. Elimination of the hazard.
  2. Substitution.
  3. Engineering controls.
  4. Administrative controls.
  5. Personal Protective Equipment (PPE).

Each measure has an assigned person responsible, a deadline, and a monitoring status. This transforms the evaluation into a dynamic action plan, not a static document.

Step 4 — Notify the worker of the risks

Once the assessment is complete, Sabentis allows the risks and instructions to be communicated directly to the worker through the Worker Portal. The worker reviews and digitally signs them, providing proof that they were informed.

💡 Good practiceAlways notify with a digital signature. Generate traceable evidence valid for inspections and audits without managing paper.

Useful additional features

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Location risks

Consult all the risks identified in a specific center, place or position without going into study by study.

👤

Risks per worker

See all the risks that affect a specific worker, inherited from their company, center and position.

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Inheritance of risks

Risks automatically propagate through the organizational hierarchy. A risk defined at the company level applies to all its centers and positions.

Frequently Asked Questions

Which evaluation methodology should I choose?
It depends on the country and the sector. INSST and NTP-330 are used in Spain, FINE in industrial environments, GTC-45 in Colombia, and IPERC in Peru. If your organization already uses one, stick with it.
Can I change the methodology in an ongoing study?
No. The methodology is an attribute of the study. If you need to change it, create a new study with the new methodology.
Can an existing assessment be imported?
Yes. Sabentis allows bulk import of risks and measures from Excel templates to accelerate migration.
Do the risks automatically appear in the worker’s profile?
Yes, through inherited risk. If a worker is tied to a position, they inherit the risks of that position and all higher positions.

Do you want to see the assessment module in action?

We’ll show you in a 30-minute demo how our clients keep their reviews live and trackable.

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