Xcursion

Xcursion Support Team

How the guided process works, from choosing a template to a finished risk assessment.

Risk Assessments

What the guided process asks you, in what order and why.

How Does the Guided Risk Assessment Process Work?

How the guided risk assessment process works, common mistakes

The Guided Process

Whether schools can change the built-in templates, and what to do instead.

Can We Edit the Master Activity Templates?

What's in the library of 175+ activity risk assessment templates, broken down by category.

What Activities do You Have Risk Assessment Templates For?

The 175+ library, customising a template, requesting a new one

Activity Templates

Handling multi-activity and multi-day programs, including transport and accommodation.

How Do I Write a Risk Assessment for a Program with Several Activities?

Multi-Activity, Transport & Accommodation

Working with colleagues on a risk assessment and how contributions are tracked.

Can Two of us Work on the Same Risk Assessment?

Multi-user collaboration, review and comment

Working together on a risk assessment

Xcursion Planner

Xcursion Training

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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