In addition to the results generated by Tolerisk, you can add personalized notes about your client's profile or risk assessment. You can do so by navigating to the notes section of the results page.
Here's how you can access the Notes section -
- Navigate to the results section of the assessment that you want to generate a report of.
- Click on the "Notes" section located at the bottom of the results section.
- Use the text box to enter any additional information about your client's profile or risk assessment. Click "save".
- Once you check the box that says "Notes/Recommendations" in the "reports" section of the results page, your saved changes will be reflected in your client's report.
The video below shows you where you can find the "Notes" section in Tolerisk -