Navigation Overview

XPLAN is a web-based system that provides users with a diverse array of tools to meet any financial planning requirement. It delivers a web based standardized system for managing client data, investment projections, portfolios, risk and reporting.

The purpose of this guide is to provide an overview of the XPLAN Navigational Panel and understand the functions within the menu options. The XPLAN Navigational Panel contains a number of links/functions and is always accessible at the top of the screen whilst in any XPLAN screen.

Login Page

Use the User ID and Password that has been assigned to you to login to XPLAN

XPLAN Dashboard

The Dashboard can be customized to quickly and easily display information you may require based on your role.

When you login to XPLAN the first screen to appear will be the User Dashboard (home page), as shown below.

Wealth Axis Logo

The logo contains a shortcut link to take you back to the User Dashboard.

Click on the Wealth Axis logo whilst in any XPLAN screen to return to your User Dashboard.

XPLAN Menu

The XPLAN Menu contains a number of options to access administration and module functions. Only certain options will appear in this menu, dependent on your user access level.

1. Click on the XPLAN button and you will be provided with a drop down menu that includes all administration functions you have access to. 

   
   
2. The Dashboard menu option is available to all users. Clicking on this option will take you back to your User Dashboard screen. 

   
   
3. Hover your mouse over your preferred option and a submenu will appear. Click on the function/link you need to access. In this example, we have hovered over User Functions and the submenu for this option appears. 


Add Menu

Depending on your user capabilities, data can be added to XPLAN for new clients, groups, professional advisers, referrals and suppliers.

The Add Menu also contains links to add a diary event, note, task or thread.

1. Click on the Add button and you will be provided with a drop down menu that includes options of adding new data into XPLAN.
2. Click on the option you require to commence the relevant process. 

Quicklinks

The Quicklinks menu can be customised to display a list of links you access regularly, allowing you to navigate to pre-determined components of XPLAN directly from the drop down menu.

1. Click on the Quicklinks button to view your quicklinks menu.
2. Click on your preferred option to be directed to that XPLAN component. 


Customise Quicklinks

Customise your Quicklinks by clicking on the Edit Quicklinks and a pop up screen will appear

1. Select the XPLAN Component you wish to appear in your Quicklinks Menu. Clicking on the options in the first column will determine the options available in the second column.
2. Click on the tick box beside the option you wish to add to your Quicklinks menu.
3. Click OK.  

Remove Quicklinks

To remove a link from your Quicklinks Menu, locate the component and either click on the tick box to remove the tick beside the option to be removed or alternatively click on the Clear All button to remove all the ticks from the links displayed.

Instant Search

Instant Search is accessed by clicking the magnify glass icon in the Title bar, or by pressing CRTL + SHIFT + F on any XPLAN page.

1. Click the magnify glass next to the Quicklinks menu button to enter your search criteria. 
2. Type in the text field your search criteria to reveal matching functions, recent clients and pages display.
3. Click on the result to access the found function or page. 


Quick Search

The Quick Search box allows the user to search via Clients, Users, Groups, and Documents etc. As you can see in the example the search criteria has been set to search for Clients.

1. To change the search option, click on the Action Arrow in the search box and select the option you wish to search via i.e. Users and Documents etc. 

2. Enter the client name or keyword for your search in the search box. 

3. Click on the magnifying glass 


You will then be presented with a list based on the name or keyword you entered into the search box.

Other options for searching are available by clicking on the List, Recent or Advanced options below the search box.

1. By clicking on List, two options will appear - Entire List or Last Search. 
2. Entire List - Will list all clients. 
3. Last Search - Will list clients from your last client search. 
4. Recent - Will display a list of clients you have recently accessed. 
5. Advanced - Will display a list of advanced search criteria options or alternatively you have the ability to create your own advanced search criteria. 

Notification Messages

XPLAN provides notification messages via the envelope icon at the top of the screen. The number of notifications messages that you have unread will appear beside the envelope icon.

The notification messages are used to notify you generally when a report is ready to be downloaded or when an activity relevant to your client has occurred (such as a task to be done for the client is now overdue). When you generate a report within XPLAN you will need to click on the envelope icon and a pop up screen will appear with the notification message.

The example provided informs the user that the Client Review Report document has been generated and is ready to be downloaded.

1. To download the document click on the Download Report
   
2. To manage your notifications click on the Actions button and a submenu will appear. You can then manage your notification by deleting the message or all messages, read the next message, display a list of your notification messages etc. 
3. Click Close to close the pop up screen. 


Sticky Notes

Sticky Notes allows you to write short on screen notes, which stay attached to a client or a specific page. When you load a page with a Sticky Note a small icon displays that is clicked to open the Note.

1. In the title bar click Sticky Note. 
2. Type in a title and body text. 
3. The sticky note options are revealed by clicking on the cog wheel

You can set the color and whether it is public or private.

For important notes the Add Warning option changes the icon of minimised Notes to. Sticky Notes can be dragged to set their position. 

Time Taken 

Clicking on the Time Taken option will display a pop up screen with a timer that will allow you to track the time taken to complete your work and attach this time to a client or a client’s task. Multiple timers can be used and paused as required.

System User Preferences

To edit the settings applicable to your user account, click on Preferences in the Title Bar.

You will be taken to a screen where you can edit your own settings such as changing your password and selecting specific options within your XPLAN (e.g. the number of recent clients to be displayed, the number of columns to display in the diary, the width of columns in your task screen etc.).