> ## 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.

# Records and tabs

> How records and tabs work in the TruRisk Risk Engineer portal.

TruRisk organises information into **records** — individual pages for each client, site, survey, and other entities. Each record is structured with a header and a set of tabs that group related information.

## Record structure

Every record page follows the same layout:

* **Header** — displays the record's name, key details (such as address or status), and action buttons (e.g. Edit, Schedule Activity).
* **Tabs** — divide the record's content into logical sections. Click a tab to switch between views without leaving the record.
* **Breadcrumb trail** — shown in the top bar, this displays the full path to the current record (e.g. Clients → Hartmann Industrial GmbH → Dortmund Main Plant) and lets you navigate back up the hierarchy.

## Record types

### Client record

The client record is the top-level record for an insured company. Its tabs are:

| Tab                 | Contents                                                                         |
| ------------------- | -------------------------------------------------------------------------------- |
| **Client Overview** | Score summary, recent recommendations, recent activity, and client details panel |
| **Sites**           | All sites belonging to this client                                               |
| **Activities**      | Activities scheduled or completed for this client                                |
| **Surveys**         | All surveys across all sites for this client                                     |
| **Recommendations** | All recommendations raised across surveys for this client                        |
| **Documents**       | Uploaded documents associated with the client                                    |
| **Contacts**        | Contacts associated with the client                                              |
| **Change Log**      | Audit trail of all changes to this client record                                 |
| **Teams**           | Teams assigned to this client                                                    |

### Site record

The site record represents a physical location belonging to a client. Its tabs are:

| Tab                 | Contents                                                                       |
| ------------------- | ------------------------------------------------------------------------------ |
| **Site Overview**   | Score summary, recent recommendations, recent activity, and site details panel |
| **Activities**      | Activities scheduled or completed at this site                                 |
| **Surveys**         | All surveys conducted at this site                                             |
| **Recommendations** | All recommendations raised across surveys at this site                         |
| **Risk Profile**    | The site's risk classification scores and TruRisk Score                        |
| **Change Log**      | Audit trail of all changes to this site record                                 |

### Survey record

The survey record captures the detail of a single risk engineering survey visit. Its tabs are:

| Tab                     | Contents                                                                       |
| ----------------------- | ------------------------------------------------------------------------------ |
| **Survey Overview**     | Documents, updates, and the survey details panel                               |
| **Recommendations**     | Recommendations raised during this survey                                      |
| **COPE**                | Construction, Occupancy, Protection, and Exposure data (Property surveys only) |
| **Loss Estimate**       | Insured values and loss scenario estimates                                     |
| **Risk Classification** | Risk element scores and the overall survey score                               |
| **Change Log**          | Audit trail of all changes to this survey record                               |

## List views

Each section in the sidebar (Clients, Surveys, Recs, etc.) opens a **list view** — a filterable, searchable table of all records of that type. From a list view you can open individual records, apply filters, and use the **···** menu for record actions such as edit or delete.