Task 1 Risk Management

Allocate a Custom Questionnaire

Enter details regarding forms of ID. This information is used to pre-populate letters and fields:

Display a message to the user

You selected NO to one/both of the above questions. Explain your reasoning in the following document.

Run a Form

Risk Management Form

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Allocate a Custom Questionnaire

Enter details regarding Client/Matter Risk. This information is used to pre-populate letters and fields:

Email

An email to be sent to the supervising fee earner if the matter has been marked as medium or high risk, notifying them of the risk selected in the custom questionnaire, to enable them to investigate the matter if necessary.  The user must manually type in the supervising fee earner’s email address.

Document pack for this workflow

Risk Management Form

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Dossier Pages/Fields

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