Opt In and Reviews
How do you track FDS dates and reviews? How do you ensure that every client gets a review within their FDS period? We are using the FDS and review sections of Xplan. However, they two sections don't ...
Our clients either get
- 2 reviews a year in which case they will always have had a review by the time the FDS rolls around
- 1 review a year the review is scheduled 3 months before the FDS to ensure it happens
If you have a standard Type / Subtype for your file notes could you create an Entity list report that counts up the Review Meeting file notes within the FDS period?
That's how we populate our FDS with having provided the Reviews, Advice Docs etc.
Not sure if that helps.
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