Responses

This article is for Investor Compass 1.0 users. If you are not sure which version of Investor Compass you are currently using, please visit this article. 

A response captures the investor’s data at a point in time.  A client is an investor. Once a client has completed a questionnaire, this will generate a response, so a single client can have many responses over time. This article contains useful information about how to manage them. 

This article will cover:

• List of responses
• Response actions
• Import responses as CSV
• Export responses as CSV
• Edit a response vs Update profile

List of responses

This section is intended for company advisers and assistants who are looking to view client responses. If you are an admin user, you might be looking for the quick steps article.

1. From your dashboard/landing page, press ‘view all responses’ to access the responses table. This is located at the bottom right of the screen.

2. Search for a response using the search field.

3. Filter the list of responses by opening the filters menu and selecting one or more filters. Press ‘reset all’ to reset the table.

4. Change the number of responses displayed per page.

5. Change the sorting rule for the table by clicking a column header.

Response actions

1. From the responses table, or the recent responses on your dashboard, click a row to open the response actions.

2. The actions vary depending on response status:

a. Send to client: allows you to send the response to the client (e.g. to remind them to complete their response).
b. Pick what to send: if a client previously received some parts of an instrument, this option allows you to send the remaining parts. This is not available if the status is ‘completed’ or ‘approved’.
c. View client: takes you to the client page, which shows all of the client’s latest results.
d. View report: shows you the client’s results specific to the date of this response.

e. Edit response: add additional information to an existing response without creating a second one.

Import responses as CSV

This section is intended for company assistants looking to import client data. If you are an adviser, you might be looking for viewing a client's page, which can be found on this article.

1. From the responses table, press ‘import as CSV’

2. Generate a template CSV file

3. Enter client response data (the available fields, and whether or not they are mandatory, will vary depending on the instrument). Exporting responses as a CSV can be helpful in determining what data formats the import template expects.

4. Upload the CSV file.

Export responses as CSV

1. From the responses table, press ‘export as CSV’

2. Set a start and end date for the period of responses you would like to export. If your start date is earlier than the first response, your export will start at the first response.

3. You can only download responses of 1 instrument at the time, so make sure there is only 1 instrument selected:

4. Press export.

Edit Response vs Update Profile

These 2 functionalities have very different purposes.

The Edit Response button should be used if you want to add information to an existing response i.e. you only sent the Financial Personality Assessment and K&E for your client to complete and now you want to add Financial Circumstances and goals to this same response. This will not created a new response. Here are the steps to Edit a response:

1. Go to the responses page by clicking the button from the top menu
2. Search for the client and click on it>Select Edit response
3. You will see "NOT YET ASSIGNED" next to the incomplete assessments>Click on the arrow to enable this section
4. Add the information.
5. Once done scroll all the way down and click FINISH
6. A modal will load>Click Mark as complete>Next
7. Your adviser report will now load with all of the information.
   
   

Please remember that once you mark a response as Approved, you wont be able to edit it and this status is irreversible.

Alternately, if you want to update the clients profile, this means a second one will be created. 

Unfortunately we cannot delete responses, only clients as a whole but this will get rid of all their information, so if you have use the UPDATE PROFILE functionality by mistake, you will now see 2 responses for the client. What we can do is add the information the client already provided to the second response you've started by following the below steps:

1. Go to the response tab from the top menu
2. Search for the client
3. Click on the latest response and then click EDIT RESPONSE
4. You will see "NOT YET ASSIGNED" next to the assessments that haven't been answered yet>Click on the arrow to enable this section
5. You will have to re-enter the answers your client already provided. You can view them by opening a separate tab on your browser>load your oxford risk site>click on response>search for client>click on the oldest response from them>EDIT RESPONSE
6. Once you are done, click FINISH
7. A modal will open>click on MARK AS COMPLETE>NEXT
8. The complete adviser report will now load.