Edit the risk assessment template

You can edit the template when creating new risk assessments. You can't edit the template used on completed risk assessments.

  1. On the menu bar, select Clients.
  2. Select a client then select the AML tab. 
  3. In the Risk assessment panel:
  • select Continue to complete a risk assessment that's in progress, or:
  • select Create risk assessment to create a new one.
  1. Next to the template name, select the edit icon.
  2. To change the order of the sections, select the drag handle and move the section up or down the list. 
  3. As required, expand each section and:
  • Select the bin icon to delete the section.
  • Change the Section title.
  • To change the order of the questions within each section, select the drag handle and move the question up or down the list. 
  • To delete a question, select the bin icon.  
  • To add a question to a section, go to the end of the section and select Add question.
  1. To add a new section, go to the end of the assessment and select Add section. 
  2. To turn automatic risk scoring on and off, toggle the risk scoring switch. If on, the risk level is set automatically for each section. If off, you can set the risk level yourself.

  3. To use the default assessment sections and questions provided by IRIS, select Revert to default questions. 

If selected, any changes made prior to and during this session will be lost. 

  1. To abandon any changes made in this session before saving, select Reset questions.

  2. Select Save questions to save your changes.