Note: This feature requires Administrative access.
Go to Tools > Practice Management > Categories.
How to Create Client Categories
- Under Categories, you’d be able to see the existing categories. Once you click on “Client”, the existing client categories will appear. You can add a new client category too.
- To add a new, click on “Add”. Under category name, input the name of the Category you want to create and hit on Save.
Under the Category Name, you have the options to tick/untick the below fields.
- Non Client – If ticked, the category won’t appear for Non Client under Fact Finder.
- Hide – If ticked, the category won’t appear under Fact Finder.
Once the above-mentioned steps are done, the newly created client category will appear under category section in Fact Finder.
How to Create FileNote Categories
- Go to FileNotes Category under Categories Section.
- Once you click on “FileNotes”, the existing filenote categories will appear. You can add a new filenote category too.
- To add a new, click on “Add”. Under category name, input the name of the Category you want to create and hit on Save.
You also have several fields under the Category name options which you can use to customize your FileNote Category.
Once the above-mentioned steps are done, the newly created FileNote category will appear in FileNote under Category. Select “Add FileNote” under “Add” in FileNote section. A pop up will appear like below:
You also have the option to upload attachments to the filenotes under the “Manage Attachment” for the newly created category.
There are some additional available fields available under Manage Attachment which are described below:
- Lock Record - Once you click on Lock Record, the below pop up will appear.
Note: This is an irreversible process. A filenote once locked cannot be unlocked again. It’s advisable to maintain great caution while using this feature.
- Create as Task - This option allows you to directly jump to workflow and create the filenote as a task. Once the details are filled and saved, a new task will be created and will appear under the Task Description section.
- Preview Report – This feature allows you to download the filenote in a word document. The details of the filenote appears in the word document.
How to Create Appointments Categories
The appointment category is linked with the “Diary” section of AdviserLogic. You can choose to create appointment categories and that will reflect in Diary section when an appointment is created.
To create appointment category:
- Go to Appointments under Categories Section.
- Once you click on “Appointments”, the existing appointment categories will appear. You can add a new appointment category too.
- To add a new, click on “Add”. Under Description, input the name of the Category you want to create.
- You also have an option of Color. This has several color codes available under the dropdown. You can wish to choose any color of your liking and the same color will appear under Diary Section once an appointment is made.
Once this is done, click on save and the category will be created.
The newly created category will be visible in Diary section when an appointment is created. To create an appointment, choose a date in the Diary. The below pop up will appear:
You have different fields in the pop-up menu. The ones highlighted in red are described below:
- Resources – Adviser who’s creating the appointment.
- Client – The client for whom the appointment is made.
- Do Not Notify Resources – Notification reminder would not be sent to the resource if this is ticked.
- Send Invitation to Resources – A mail would be sent to the resource with the same details as per the attached screenshot.
Once the meeting date and time is saved, an appointment will be scheduled.
How to Setup Workflow Categories
- Go to Workflows under Categories Section.
- Once you click on “Workflows”, the existing workflow categories will appear. You can add a new workflow category from here.
To add a new, click on “Add”. Under Category Name, input the name of the Category you want to create and hit on save.
Once the category is created:
- Go to Tools > Practice Management > Workflow Set Up.
- Click on Workflow Setup and the below screen appears. This screen will show the categories set up for each workflow templates.
Click on “Add” to add a new workflow template. The below pop up will appear. The category that was created from the Categories section will show up here. You can also add your workflow tasks for the new workflow template from this section.
Once this step is done, the new workflow template along with the associated category will appear on the Workflow Templates screen.
The new workflow template can be accessed from “Tasks” as well as “Workflow 2.0” section of the application. The naming convention is set as Category name followed by Template name.
How to Setup FOFA Service Level Categories
The FOFA Service Level can be located under Fact Finder > FOFA Compliance > Service Level. You have the option to create categories under Service Level.
- Click on “Add new” under Service Levels
- Enter the name of the Service Level you wish to create and click on Save.
Alternatively, you can wish to add category to FOFA Service Level from Categories section too. To do so,
- Go to Tools > Practice Management > Categories
- Under FOFA Service Level, you’d be able to see the existing FOFA service level categories.
- You can add a new FOFA service level from this section.
Once this is done, the FOFA Compliance under Fact Finder will appear as below:
How to Create FSG Versions Categories
The FSG Version can be located under Fact Finder > Basic Information > FSG Version. You have the option to create categories for FSG Version from here.
- Click on “Add new” under FSG Version.
- Once you click on “Add New”, a pop-up will appear.
- You can input the name of the new FSG Version under the “FSG Version” box available. You could also set it as the Current Version by ticking the “Current Version” box.
- The Hide option allows you to make the new FSG Version not being available under the dropdown. You also have the option to create Email templates for the new FSG created. Refer to the attached screenshot below.
- Once you’re done with all the steps, click on Save. The FSG Version will appear under “FSG Version” in Fact Finder.
Alternatively, if you wish to create FSG Versions from Categories Section, that can also be done.
Go to Tools > Practice Management > Categories
- Under FSG Version, you’d be able to see same FSG Versions categories that appeared as a pop-up under Fact Finder.
- The steps are the same as mentioned above. Once an FSG Version is created, this is will also appear under FSG Versions under Fact Finder.