Practice management
Cancel a general risk assessment or customer knowledge
This is an add on feature to Practice management. In order to activate, you need to have the role Administrator in Spiris with user rights Full permission for Settings. Read more in Activate KYC.
If you have initiated a general risk assessment or customer knowledge, that you for some reason do not wish to complete, you have the option to cancel them.
Please note that you can cancel all ongoing general risk assessments. It's not possible to cancel the first KYC that you initiated for a customer, only subsequent KYC reports can be cancelled after the first one has been finalized. Everyone who is authorized to initiate a general risk assessment and know your customer report is also able to cancel these.
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Select KYC in the menu.
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Click To KYC overview.
Cancel a general risk assessment
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Select the ongoing risk assessment in the overview that you wish to cancel.
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Select Fortsätt to open the started general risk assessment.
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Click the button Avbryt ARB, that is shown in the menu to the left.
Cancel a customer knowledge
This can be done either via the overview or the KYC list.
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Select the customers ongoing KYC report that you wish to cancel.
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Select Fortsätt to open the started KYC.
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Click the button Avbryt KYC, that is shown in the menu to the left.
