If you have completed the questionnaire with your client and would like to complete the questions manually, follow the steps below:
Create a new contact or find an existing contact record.
In this example, I will search for a contact called ‘Test Client’:
This will load up their contact record:
To create an attitude to risk questionnaire, click ‘New’ next to ‘Attitude To Risk Questionnaires’
Enter the questionnaire name and click ‘Save’:
This will take you back to the contact record. To complete the questionnaire or send to the client to complete, click on the name of the questionnaire:
Complete the questions using the drop down fields:
As you answer the questions, you will see the blue arrow change to a green tick:
Once all questions are complete, the risk rating will appear on the left side of the screen.
In the example below, a sense check has flagged up to say the client has answered the questions very risk adverse relative to the average:
Also, any questions that need to be reviewed will flag up with a warning sign and a sense check:
Click into the Capacity for loss tab to complete the questionnaire:
When the questionnaire is complete, click ‘Set as default’ to mark as complete. This will ensure the risk rating & capacity for loss pulls through to any research you create for the client:
Optional Compliance Notes can be added:
Once set to default, the Report tab will appear:
See article - Attitude to Risk Questionnaire Report
Once done, navigate back to the contact record:
The questionnaire now shows as complete and the default is set. The completed by contact is set to ‘No’ as it was manually entered and not completed by the client:
