The JESI Advanced Trip Risk Assessment (TRA), is a series of questions that the User is to complete before their Activity commences. The Advanced TRA is associated with a Manager approval process and answers submitted by the User will either automate an Activity approval or enter it into a workflow approval process.
The Advanced TRA has a predetermined Scoring Risk Matrix in the background that will determine if the Activity needs to be reviewed or if it is automatically approved. Both Reviewer and User will receive communication via SMS and email throughout the entire flow.
How to Choose a reviewer:
Type the first few letters of the Reviewers name and select from the dropdown menu.
The risk assessment is the JESI default RA – the below instructions may not apply if your company has a customised risk assessment turned on.
The questions are designed to prompt the User to think about the risks associated with the Activity they are undertaking and request approval before the Activity commences.
If the TRA is not enabled for the JESI Company Account or you would like to know more, please contact our Customer Solutions Team.