- Oxford Risk Help Centre
- Getting started
- Tool guides
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        Getting started
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        Financial Personality
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        Financial Circumstances and Goals - Risk Capacity
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        Knowledge & Experience
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        Suitable Risk Level
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        Sustainability
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        Secure Lifetime Income
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        Mapped investments & Portfolios
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        Portfolio Risk Calculator
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        Integrations & Technical Information
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        Frequently Asked Questions
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        Latest Updates and Changes
How do I use activity notifications?
- The following system events will appear in the activities pane of the dashboard: - Clients completing assessments
- Clients who have not started surveys they were invited to 7 days ago (or more)
- Clients who have started, but not finished surveys, for more than 7 days
- Clients who are due for review
 
- To dismiss activities: - Tick the tick box next to a single activity, or
- Select ‘dismiss all’ to clear the activities panel
 
