Iress Contributor- Is there a way to automate actions completed into a file note to meet licensee requirements?
Eg: FSG gets updated in admin section and also needs to be recorded as a note
- Seeking the best way to track implementation.
We get bogged down in tracking large implementation strategies, currently using one task to list the recommendations, steps that need actioning and recording note in task as it progresses. This then needs to be saved as a note with all supporting documents for auditing.
Is there a better way to keep on top of the deadlines and movements of implementation and all supporting notes and docs in one spot, rather than double handling when file checking??
Iress ContributorHi jennifer.bendeich, great questions!
Re: automating actions into a file note, there are a couple of options. If this task is part of a workflow, you can have multiple actions built into the task outcome, so that action 1 is to update the FSG page, and action 2 is to record a file note (using a template if you like). If this is not part of a workflow, after updating the FSG of all clients, run a Scheduler to search for all clients with FSG updated on that date, then create a file note again using a template.
With tracking implementations, this is a complex problem as you know, and the simplest solution I can think of is to use Cases with workflows linked to it. You could use a different Case template for each different type of implementation (e.g. Insurance, Super, Investment, etc.), then kick off a Case for each implementation item, e.g. Macquarie Super application, AIA insurance application. The Case benchmarks allow you to keep track of supporting material, and the workflow will help with keeping track of deadlines.
Alternatively, you could use note templates and utilise the follow up task functionality, so that all the required actions are captured in the file note, and the follow up tasks created will retain the file note information, and you can set a due date.
