Party Risk Tab
The Risk tab on a party record allows you to view and record risk assessment questionnaires for the party before creating a Supervision
case.
Risk Tab Fields
Risk Information
The Risk Information section displays all risk assessments that have been completed for the party. The following functions can be performed in
this section.
Right-click Options
| Right-click Option | Description |
|---|---|
| Delete | Right-click the assessment and select Delete to delete the assessment. |
Additional Options
| Field Name | Field Description |
|---|---|
| Location | To change the location, click  to select a different location.
|
| Show Deleted Items | Select this check box to show deleted assessments in the Risk Information section. |
| Show | From the drop-down list, select the type of assessments to be displayed in the Risk Information section. |
| Sort | Select the order in which you want the data to be displayed. |
| Add Initial | Select this link in the Risk Information section to add an initial assessment. |
| Add Reassess | Select this link in theRisk Information section to add a reassessment to the party record. |