1. A self teaching and reference tool
CABI Pest Risk Analysis Tool
Instruction Manual
A self teaching and reference tool
TO ADD MORE SLIDES in Office2007 use the ‘New Slide’ dropdown on the ‘Home’ ribbon
Created in support of the Pest Risk Analysis Tool outreach activities
February 2019

2. The aims of this manual are to:
Introduce the Pest Risk Analysis Tool
Provide information on the data sources used by the tool
Provide an overview of the Crop Protection Compendium (CPC)
Provide an a visual step-by-step description of the features in the tool
Allow users to self test
Provide an overview and link to training video of the CABI Horizon scanning tool (open access)
In this self-learning slide show manual there are notes relating to each slide.
It should be possible to follow this teaching tool without reading the notes.
However, the notes give a little more information regarding the activities illustrated in the slides. They would also be useful to anyone using this slide series as a visual aid in demonstrating to others.

3. About the tool Features include:
The Pest Risk Analysis tool is a decision support tool that presents scientific information from the CABI Crop Protection Compendium (CPC) to aid the selection of appropriate measures for reducing risk and facilitating the movement of plants and plant products associated with a commodity pathway.
Features include:
A framework in which risks associated with the importation of plant commodities and the introduction of pests into new areas can be identified and assessed
Generation and categorization of pest lists associated with a commodity pathway
Facilities for users to add new information and overrule existing Compendium data
Links to relevant Crop Protection Compendium datasheets
A template to complete risk assessments for each pest associated with a commodity pathway
A template to assign management measures to each pest identified as a risk
An editable report of all stages of a PRA
Targeted users: risk assessors, plant protection officers, quarantine officer
What is it?
A decision support tool to aid the selection of appropriate measures for reducing risk and facilitating the safe movement of plants and plant products associated with a commodity pathway.
Overview
Built on CPC data
Available to CPC subscribers
Workflow is based on the design on the CABI CPC CD ROM PRA tool.

4. About the tool cont.
The tool is structured around the three stages of Pest Risk Analysis as set out in the International Standards on Phytosanitary Measures (ISPM 2 and 11)
Stage 1: Initiation - identifying the reason for the PRA and the pest(s) of concern to the PRA area;
Stage 2: Risk assessment - determining the likelihood of entry, establishment, spread and potential consequences of an individual pest in order to determine whether it meets the criteria of a regulated pest;
Stage 3: Risk management - selecting the appropriate management options to reduce the risks identified in Stage 2.
For further guidance on the PRA process please refer to the International Standards on Phytosanitary Measures developed by IPPC, in particular ISPM 2 and ISPM 11 at

5. Access to the PRA tool via the Crop Protection Compendium (CPC)
Access to the PRA tool is restricted to users that have a CPC subscription
The CPC is a subscription (fee paying) CABI product
To access the PRA tool users will need to be logged into the CPC
To gain access to the CPC users will need to be set up by the CABI sales team
Contact CABI sales:
Ways of logging into the CPC are:
Personal credentials provided by the CABI sales team or IP recognition
Automatic login via IP authentication for an institution (set up be CABI sales team)
Any questions about access should be sent to

6. The Crop Protection Compendium
The Crop Protection Compendium (CPC) is an encyclopaedic resource that brings together a wide range of different types of science-based information on all aspects of crop protection.
The CPC is comprised of:
Detailed datasheets sourced from subject are experts on:
Pests
Diseases
Weeds
Host crops
Natural enemies
Countries (contain country specific lists of pests)
A bibliographic database
Full text articles
A Horizon Scanning tool
See CPC training manual for more details

7. PRA tool login 1. Username and password provided by CABI sales team
2. Username is address and password is set up by users (10 characters minimum)

8. Sign in to the PRA tool - MyCABI
Sign in to an existing MyCABI account
Create a MyCABI account (on first access to the tool)
Username is address and password is set up by users (10 characters min.)

9. PRA tool Headers View your home page
A list of other relevant CABI sites
Background information on the tool
Access to the full help document
Links to the CPC home page
Sign in/out of the tool here

10. Does the pest require phytosanitary measures?
PRA Tool Workflow
Home
Create new PRA
Return to existing PRA
Stage 1: Initiation
Include/ exclude pests from categorised lists
Add regulatory status
View pest datasheet in the CPC
Pest lists
Categorised pest lists based on CPC distribution data
Select pest
Stage 2:
Risk assessment
Review pest lists No
Does the pest require phytosanitary measures?
Select next pest
View CPC datasheet
The PRA Tool has been designed to be flexible. It not prescriptive to a particular workflow.
The pest lists act as a central focus. From the lists, all individuals pest risk assessments can be completed. Followed by the completion of all pest risk management assessments (i.e all pests in the pests potentially requiring phytosanitary measures are assessed, then all pests in the pest requiring phytosanitary measures are assigned management measures).
Alternatively, the risk assessments and risk managements for a single pest can be completed sequentially before moving onto the next pest in the pest requiring phytosanitary measures list.
The PRA report can be generated at any stage of the process.
Yes
Stage 3:
Pest Risk Management
View PRA summary
Export report

11. Home page
View your five most recently created and/or edited PRAs
Edit your MyCABI personal details.
View all PRAs created
View the status of reports
In progress – this indicates that the pest lists have been generated and some of the risk assessment / risk management stages may have been started.
Complete – this PRA has been marked as complete (see date of completion in the adjacent cell).
Start a new plant commodity PRA
All PRA initiated in the account will be saved indefinitely unless deleted by the account holder.
The session number is a unique identifier used by CABI for problem solving.
Go to initiation page of existing PRA
Delete a PRA session
Note: this will permanently delete the selected session.
Download an existing PRA report

12. This can include information on: Reason why the PRA is required
Calendar picklists
PRA area
The PRA area should be defined as precisely as possible in order to identify the area for the information is needed (ISPM 11 page10)
Define scope of PRA
This can include information on:
Reason why the PRA is required
Details of the pathway
Mode of transport
Start typing and select from picklists. The countries and crops selected will be used to generate the pest lists from CPC data.
[Other options to select from]
Generate pest list
For the next stage of the PRA process the tool generates a list of pests that represent potential risks using CPC distribution data. The list is available as a CSV download and has been categorised by the tool into two further lists:
Pest potentially requiring phytosanitary measures
These are species that are known pests of the crop(s) selected and that are recorded as present in the selected exporting country but are not recorded as present in the selected importing country.
Pests excluded from the assessments
These are species that are known pests of the crop(s) selected and that are recorded as present in the selected exporting and importing countries

13. Navigation in the PRA tool
The tool is designed around three tabs that you can navigate to at any point in the PRA process:
Navigate using the breadcrumb trail
View and navigate between categorised pests lists
Include/ exclude pests from the assessment
Add a regulatory status to a pest
Link out to pest datasheets in the CPC
Go to and complete individual pest risk assessment
View pests with completed risk assessments
Edit pest risk assessments
Go to and complete individual pest risk management
View summary of management measures selected for the consignment
Add a PRA summary
Add information on next steps
The external links are listed in the Help page. Requests for additions to be sent to

14. Tab 1: Pest lists and risk assessments
This tab presents two lists, ordered alphabetically based on the pathway details entered at the initiation stage. The pests are categorized into two lists based on Compendium data:
A full pest list
Pests potentially requiring phytosanitary measures 
Pest excluded from the assessment
Full pest list (available as a CSV download). Pests of the crop(s) selected that are present in the exporting country and present or absent in the importing country
Pests potentially requiring phytosanitary measures
Species that are recorded as pests of the crop, are present in the exporting country, but are not recorded or are recorded as present in the importing country in the CPC datasheet.
You may insert your own picture (Click icon to add picture). No line bordering picture.
Portfolio link enter your usual network username and password
Pests excluded from the assessment
Species that are recorded as pests of the crop, are present in the exporting and importing country in the CPC datasheet.

15. Tab 1: Pests potentially requiring phytosanitary measures Information provided
Number of pests included in the list
Filter or sort the columns
Sort default is descending alphabetically by pest name
Regulatory status is not pre-populated but can be added
You may insert your own picture (Click icon to add picture). No line bordering picture.
Portfolio link enter your usual network username and password
Preferred scientific name (international common name) as described in the CPC datasheet
Yes = recorded as pest on at least one of the specified commodity types
? = CABI does not hold commodity type data for this species
Number of countries in the CPC datasheet where the species has been recorded as present
Recorded as pest of selected crop

16. Tab 1: Pests potentially requiring phytosanitary measures User actions
Pest lists can be reviewed to determine which species should be included as pests potentially requiring phytosanitary measures and require risk assessments. The automated list generation relies on the CPC distribution data. Lists can be adapted using a set of users actions

17. Tab 1: Pests potentially requiring phytosanitary measures User actions – Exclude from the assessment
Pests can be excluded from the list of pests potentially requiring phytosanitary measures
On selecting save, the pest will be moved from the list of pests potentially requiring phytosanitary measures to the list of pests excluded from the assessment. The pest will be identifiable in the list of pests excluded from the assessment by in the modified by user column of the table.

18. Tab 1: Pests potentially requiring phytosanitary measures User actions – Add regulatory status
A regulatory status can be added for each pest. The status selected will be added to the regulatory status column in the table.
You may insert your own picture (Click icon to add picture). No line bordering picture.
Portfolio link enter your usual network username and password

19. Tab 1: Pests potentially requiring phytosanitary measures User actions – Add notes
Notes added can be viewed by selecting the icon added to the notes column.
Citations and reference should be added where possible.
You may insert your own picture (Click icon to add picture). No line bordering picture.
Portfolio link enter your usual network username and password

20. Tab 1: Pests potentially requiring phytosanitary measures User actions – View datasheet
View datasheet will link out to the CPC
CPC datasheets contain detailed, expert content relevant to PRA on pest distribution, biology, distribution and impact.
From the datasheet, other related species, crop and country datasheets can be viewed.
See CPC training manual for more information.

21. Tab 1: Pests potentially requiring phytosanitary measures User actions – Generate datasheet
Datasheets can be downloaded and used offline using the generate datasheet option

22. Other content in the Crop Compendium Protection
Country datasheets and lists of pests – available as a CSV download

23. Tab 1: Pests potentially requiring phytosanitary measures User actions – Go to risk assessment
For each species in the list of pests potentially requiring phytosanitary measures a risk assessment should be completed.
The risk assessment section of the PRA tool is composed of a set of questions, developed in line with requirements set out in ISPM 11 (pp ).
They are classified under the following headings:
Probability of entry
Probability of establishment
Probability of spread
Potential consequences (economic, environmental and social)
Each question can be given a risk rating (High, Medium, Low, Negligible) and a confidence level (High, Medium, Low).
Under each heading, a summary comment, rating and confidence level should be assigned.
n.b. All information entered to the risk assessment will be saved and output in the report.

24. Risk assessment
Four tabs classify the risk assessment questions. Navigate between the tabs to answer questions.
Select the notes icon to answer the question. Most questions will have factors to consider suggested alongside them once you open the text box.
Select a rating from the dropdown
Select a confidence level from the drop down
Other questions listed
Select a summary rating for probability of entry from the dropdown
Select a summary confidence level for probability of entry from the dropdown
Add summary information for probability of entry
The summary provides an overview of the summary ratings assigned to the pest and provides the option to continue to risk management for the pest.
Save before moving to next tab

25. Risk assessment
Questions have been developed in line with requirements set out in ISPM 11
IPPC (2017) ISPM 11 Pest Risk Analysis for quarantine pests, FAO, p.14
Text can be added here. Citations and references should be added where possible.

26. Risk assessment - Summary
Summary rating and confidence level added for probability of entry
Summary rating and confidence level added for probability of entry
Return to the relevant risk assessment tab to edit content or ratings
Summary rating and confidence level added for probability of entry
Summary rating and confidence level added for probability of entry
Link to the Pest Risk management section of the PRA tool
Yes – the pest will be moved to the pests requiring management list with the option to assign risk management measures
No – the pest will still be moved to the pests requiring management list but will be annotated with management ‘Not required’

27. Tab 2: Pest Risk Management
Pests are moved to the Pest risk management tab once the risk assessment is completed and either Yes or No has been selected for the question “Does this pest require phytosanitary measures?” in the risk assessment summary
Incomplete – risk management not started
In progress – Risk management started but not finalised
Complete – Risk management finalised
Not required – No selected at risk assessment summary stage

28. Tab 2: Pest Risk Management
The user actions in this table allow you to add management measures, review the risk assessment and link to the datasheet.
A risk management form can be completed for every pest in the Pests requiring phytosanitary measures list. Individual pest risk management forms can be saved and edited at any point. The risk management form contains a predefined set of phytosanitary measures that can be assigned to the pest.
The management measures are classified under the following headings:
At the place of production
After harvest and during transport
After entry
Other
n.b. All information entered to the risk management will be saved and output in the report.

29. Pest Risk Management form
Select a phytosanitary measure by clicking on the check box
Add text, include relevant citations and references where possible
Other options listed
Add any supplementary information, references here
Yes – ‘Complete’ will be added the risk management column in the list of pests requiring phytosanitary measures
No – ‘In progress’ will be added the risk management column in the list of pests requiring phytosanitary measures
Links to the pest risk management table

30. Risk assessment - Summary
The Pest risk analysis summary tab provides a summary of the management options selected for each pest for the PRA. Management options for each pest can be edited by returning to the Pest risk management tab.

31. Risk assessment – Summary cont.
Two text boxes are available:
PRA summary notes
Next steps
The PRA can be finalized by clicking on the 'Change PRA status to complete' button below.
The PRA will then show as 'complete' in your recent PRAs and previous PRAs on the homepage. You can still go back and edit the PRA at any time by clicking on the PRA title in the recent PRAs and previous PRAs tables.

32. Report output
A report can be viewed in HTML or downloaded in a text file (Word compatible).
The report can be viewed or downloaded at any stage of the PRA process.
All information added to the tool will be included in the report. This includes notes, edits made to the pests lists. For all pests included in the assessment all text, ratings and confidence levels added at the risk assessment stage will be in the report. Similarly all information added to the pest risk management stage and in the Pest Risk Analysis summary will be in the report
View report (completed sections only) – this will only export a report of sections, such as risk assessment for which data have been added.
View full report (all completed section with template questions) – this will produce a report containing all sections that data have been added to and a blank template of the risk assessment questions and risk management options to allow for further work outside if the tool.

33. Risk assessment - Summary
HTML report
Download to text document. This will open in word or other word processors to be edited and saved.

34. Feedback CLICK TO ADD TITLE
To contact the PRA team. Send an to:
CLICK TO ADD TITLE

35. Self-test activities CLICK TO ADD TITLE Initiation
From the home page create a new PRA.
Add information in the compulsory fields [don’t forget to add ‘Test’ to your title]
Generate pest list
CLICK TO ADD TITLE

36. Self-test activities CLICK TO ADD TITLE Pest lists
Download the full pest list – review the list
Review the pests potentially requiring phytosanitary measures.
Find a pest that can be excluded from the assessment. Exclude the pest.
Add a regulatory status to a pest.
Review the list of pests excluded from the assessment
Find a pest that can be included from the assessment. Include the pest
Sort and order the list by most globally widespread species
The column to sort by mist globally widespread species is the number of countries where present column.
CLICK TO ADD TITLE

37. Self-test activities CLICK TO ADD TITLE Risk assessment
Select a pest from the pest potentially requiring phytosanitary measures list.
Open the pests datasheet
Go to the pests risk assessment
Referring the pests datasheet, answer as many of the questions.
Add ratings and confidence levels to the questions answered
Add summary ratings and confidence levels to the risk assessment stages you have completed
Go to the risk assessment summary
CLICK TO ADD TITLE

38. Self-test activities CLICK TO ADD TITLE Risk assessment summary
Decide whether the pests requires phytosanitary measures
Note: You can only continue to risk management if you have selected ‘yes’ to the ‘Does this pest require phytosanitary measures?’ question at this stage.
CLICK TO ADD TITLE

39. Self-test activities CLICK TO ADD TITLE Risk Management
Navigate to the list of pests requiring phytosanitary measures
Go to the risk management for a selected pest
Assign management measures to the pest and add any relevant supporting information and references.
Mark the risk management for that pest as complete if appropriate.
CLICK TO ADD TITLE

40. Self-test activities CLICK TO ADD TITLE Pest Risk Analysis Summary
Navigate to Pest Risk Analysis summary
Add supporting information where appropriate
View the PRA summary
Export the PRA summary to a text document
CLICK TO ADD TITLE

41. Horizon Scanning Tool Training video: https://youtu.be/04IHE3GbFLY
Prioritizing invasive species threats
Targeted users: risk assessors, plant protection officers, quarantine officers, protected area managers and researchers
The tool provides: user-friendly means of accessing a large volume of relevant data for categorizing and prioritizing potential invasive species threats to a country, state or province.
Potential threats can be prioritized by:
habitats
pathways
plant hosts (for Crop Protection Compendium subscribers only)
plant parts in trade (for CPC subscribers only)
taxonomic group
Results output as a list with links to datasheets with further information in the Invasive Species Compendium and Crop Protection Compendium (CPC subscribers only). They can also be exported to CSV for analysis.
Training video:
Action on Invasives milestone, The Horizon Scanning Tool (beta) has been launched with links to the tool available on the Invasive Species Compendium and Crop Protection Compendium.
The Horizon Scanning Tool will provide risk assessors, plant protection officers, quarantine officers, protected area managers and researchers with a quick and user-friendly way to access a large volume of relevant data for categorizing potential invasive species threats.
The Horizon Scanning Tool uses information from CABI compendia datasheets to generate a list of invasive species that are absent from the selected ‘area at risk’ but present in ‘source areas’, which may be relevant because they are neighbouring countries, are linked by trade or transport routes, or share similar climates. The list of invasive species can be filtered using various criteria (e.g. pathways, habitats and taxonomy) to focus on sets of potential invasive species that may require more detailed risk assessment, surveillance, public awareness or direct action to prevent their introduction and spread.
There are two versions of the invasive species Horizon Scanning Tool available; a free version for users of the open-access Invasive Species Compendium and a premium version for subscribers to CABI’s Crop Protection Compendium. The tool currently has open beta status for early use while enhancements to the content and interface continue.
Press release:

43. If you need to acknowledge specific donors/etc, please use the two part thankyou + contributor slides. You will need to go to view/slide master in the ribbon to adjust the donor slide before adding it into your presentation.