View completed client risk assessments

You can see which client risk assessments are due to expire in the Risk Assessment widget on your Home page. You'll also receive a notification every time a risk assessment is completed or rejected.

1. On the menu bar, select Clients.
2. Select the client then select the AML tab. 

3. In the Risk assessment panel:

• The current, most recent risk assessment is displayed along with the risk level.
• To view all, select the View all completed risk assessments link. The list shows the date, risk level, status, and who completed it. Select the arrow to expand to open any assessment. 
• Select Start new to create a new risk assessment for this client.

You can't view completed client risk assessments if one is in progress. If you don't see the View all completed risk assessments link, check the status. If the current risk assessment is in progress, select Continue to complete it. 

4. Select Return to client profile to go back.