> ## 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.

# The client record

> An overview of the client record in TruRisk, including tabs, status, and key details.

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.

## Header

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.

## Status

Each client has a status that controls whether they can access their TruRisk Client Portal.

| Status       | Meaning                                                                                                             |
| ------------ | ------------------------------------------------------------------------------------------------------------------- |
| **Pending**  | Default on creation. Engineers are building out the client's risk profile. The client cannot access the portal yet. |
| **Active**   | The engineer is ready to share reports. The client gains access to their portal.                                    |
| **Disabled** | The client is no longer active. Portal access is removed.                                                           |

<Info>
  Status can only be changed by admin users.
</Info>

## Tabs

The client record is organised into tabs. Each tab groups related information.

<AccordionGroup>
  <Accordion title="Client Overview">
    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
  </Accordion>

  <Accordion title="Sites">
    Lists all sites associated with this client. From here you can add new sites or open an existing site record. See [Creating sites](/creating-sites) and [The site record](/the-site-record) for more detail.
  </Accordion>

  <Accordion title="Activities">
    Shows all activities logged or scheduled for this client across all sites. See [Activities overview](/activities-overview) and [Scheduling activities](/scheduling-activities) for more detail.
  </Accordion>

  <Accordion title="Surveys">
    Lists all surveys created for this client. You can create a new survey or open an existing one from here. See [Creating survey records](/creating-survey-records) and [Survey statuses](/overview-of-surveys-and-statuses) for more detail.
  </Accordion>

  <Accordion title="Recommendations">
    All recommendations raised across this client's surveys, with their current status. See [Recommendations](/recommendations) for more detail.
  </Accordion>

  <Accordion title="Documents">
    Files attached to this client record.
  </Accordion>

  <Accordion title="Contacts">
    Contact people associated with this client.
  </Accordion>

  <Accordion title="Change Log">
    A full audit trail of changes made to this client record.
  </Accordion>

  <Accordion title="Teams">
    The internal teams assigned to manage this client. See [Team management](/team-management) for more detail.
  </Accordion>
</AccordionGroup>

## Client details panel

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

**Client Details**

| Field          | Description                                         |
| -------------- | --------------------------------------------------- |
| Status         | Current client status (Pending / Active / Disabled) |
| Account Number | Your internal reference number                      |
| SIC            | Standard Industrial Classification code             |
| Sector         | Industry sector                                     |
| TIV            | Total Insured Value across all sites                |
| Last Survey    | Date of the most recent survey                      |
| Next Survey    | Date of the next scheduled survey                   |

**Policy Details**

| Field           | Description             |
| --------------- | ----------------------- |
| Expiration Date | Policy expiry date      |
| Coverage        | Coverage type or amount |
| Carrier         | Insurance carrier name  |
| Policy No.      | Policy reference number |