Assigning Analysis values to clients

You assign Analysis values on an individual client basis; you cannot assign a particular value to more than one client at a time.

Choose this icon from the available options in the Client Attributes section of the Client Navigator. Risk assessment is the name of this particular category. A window appears which has one page.

Category - This is the name of the selected Analysis category. You cannot change this.

Client - This is the name of the currently selected client.

Set to - This is a drop-down list of the values for the particular Analysis category. The currently selected value is highlighted. You can change this value by choosing a different one from the drop-down list. The newly selected value is now the Set to value.

Note: You can only change an existing analysis if your access rights are set to Modify only, Add and modify or Delete, add and modify.