Welcome to the TruRisk User Guide. Use the portal guides below to find the workflow that matches your role.Documentation Index
Fetch the complete documentation index at: https://docs.trurisk.io/llms.txt
Use this file to discover all available pages before exploring further.
Choose your portal
Risk Engineer
Access documentation for risk engineering workflows, including surveys, activities, and access management.
Client Portal
Access documentation for client-facing workflows with equivalent navigation and page structure.
Risk Engineer portal sections
Getting started
Register, log in, and complete account setup.
Navigation
Learn the navigation menu layout and how records and tabs are organized.
Clients & Sites
Manage client records, site records, and bulk imports.
Surveys
Create survey records, complete COPE details, and review scoring.
Activities
Manage activity templates, scheduling, and activity records.
Access Management
Set up users, roles, and team permissions.
Client Portal sections
Getting started
Register, log in, and complete account setup in the client portal.
Navigation
Understand client portal navigation, records, and tabs.
Clients & Sites
Work with client and site information in the client portal.
Surveys
Follow the client portal survey workflow and scoring pages.
Activities
Track client portal activities, templates, and schedules.
Access Management
Manage users, roles, and team access in the client portal.
Help and support
FAQs
Find answers to common questions across both portals.
Contact us
Contact support for access, workflow, or documentation help.