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The client record is the central hub for everything related to a client — their risk profile, sites, surveys, activities, recommendations, and more. You land here after creating a client or clicking one from the Clients list. The top of the record shows the client’s name and primary address. Two actions are always available here:
  • Edit Client — update client details, address, or policy information
  • Schedule Activity — create a new activity for this client
The ··· menu contains additional options including archiving or deleting the client.

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Status

Each client has a status that controls whether they can access their TruRisk Client Portal.
Status can only be changed by admin users.

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Tabs

The client record is organised into tabs. Each tab groups related information.
The default view when you open a client record. Shows:
  • TruRisk Score — the client’s current risk index, calculated from completed surveys
  • Recommendations — a summary of open recommendations
  • Recent Updates — recent activity on this record
  • Upcoming Events — scheduled activities
  • Client Summary — a free-text area for notes and context about the client
Lists all sites associated with this client. From here you can add new sites or open an existing site record. See Creating sites and The site record for more detail.
Shows all activities logged or scheduled for this client across all sites. See Activities overview and Scheduling activities for more detail.
Lists all surveys created for this client. You can create a new survey or open an existing one from here. See Creating survey records and Survey statuses for more detail.
All recommendations raised across this client’s surveys, with their current status. See Recommendations for more detail.
Files attached to this client record.
Contact people associated with this client.
A full audit trail of changes made to this client record.
The internal teams assigned to manage this client. See Team management for more detail.

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Client details panel

The right-hand panel surfaces key information at a glance. Client Details Policy Details