edward.wilmoth's avatar
edward.wilmoth
Valued Supporter
7 months ago

Xplan Case Benchmarks - Outcome of task

Hi, we have set up our case benchmarks but not all of them can be automated or we have chosen not to automate some and require the adviser/paraplanner/admin/compliance staff member to go and link cer...
xplan
courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
7 months ago

Hi edward.wilmoth, I love that you are looking to automate and not settling for unnecessary manual steps in a process!

You can have a task outcome that automatically takes the user to the case benchmark page - select the Go To A Page outcome then select the location of your case element on the interface.

Let me know though if this is not what you were after. 🙂

 

  • edward.wilmoth's avatar
    edward.wilmoth
    Valued Supporter
    7 months ago

    But does this just take the user to the list of cases for that client or actually into the case the thread is linked to?

    • courtney.youngblutt's avatar
      courtney.youngblutt
      Icon for Xplan Expert rankXplan Expert
      4 months ago

      edward.wilmoth​ - I'm so sorry, I'm not sure how I missed this. Better late than never....

      You are right (as I'm sure you've already discovered) my suggestion will take the user to the list of cases for that client - they still need to open it and link the benchmarks. The list will only show open cases though, so it is easy to identify which case still has benchmarks open.

       

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions

Related Content

Benchmarking Survey

Hi! Completed the survey today after gathering data across my 3 entities, submitted and got no result. Asked to sign in again and it wants me to complete again... any assistance appreciated?
amanda.cassarDiscussions