To create an attitude to risk questionnaire, create a new contact or find an existing contact record.
In this example, I will search for a contact called ‘Test Client 1’:
This will load up their contact record:
To create an attitude to risk questionnaire, click ‘New’ next to ‘Attitude To Risk Questionnaire’
Enter the questionnaire name and click ‘Save’:
This will take you back to the contact record. To complete the questionnaire or send to a client to complete, click on the name of the questionnaire:
Click ‘Complete Manually’
Set the Risk Category:
Complete the Compliance Reason and ‘Save’
‘Set as default’. This will allow you to view the Risk Questionnaire report and use the risk questionnaire in Illustrations.
