Summary


Once you've configured your risk assessment form, it will be added to each relevant new case. The form can be completed internally by any team member (except Agent role) who has access to the case, in any case status. 


Completing the risk assessment in-case

  1. Open the relevant case.

  2. Go to the Risk Assessment tab.
  3. Complete the form.

    • You can add comments to individual answers.

    • Progress saves automatically. 

  4. Click Save to capture a version of your response. You can return to edit it at any time.
  5. If the form includes scoring, a risk level will be automatically calculated when the form is completed. You can manually override the risk rating if required.