Compliance - FOFA: Recording Services Delivered - Review Management

Compliance - FOFA: Recording Services Delivered - Review Management

Review Management Overview

Review Management can be used to track reviews delivered to individual clients.

For any service components that can be tracked using Review Management, it is very important that you select the correct Review type. If your Practice has selected service tracking as the preferred method for reporting the delivery of service components on your clients’ FDSs, this will ensure the service component is disclosed on the client’s FDS when it is merged (or generated) at the end of their service arrangement period.

The FDS-related Review types and sub-types are listed in the Service Package Offer matrix in the XPLAN Hub at FOFA > Recording services delivered.

For any activities that are not required to be to be tracked for FDS purposes, you should not use any of the FDS-related Note types and sub-types, as they may incorrectly trigger the disclosure of a service that hasn’t been delivered to the client during their service arrangement period. Instead, you should use an alternative Note type and sub-type.

 

How can I use Reviews to record services delivered

How do I set up a client review

To set up a client review:

  1. Search for and select the master client’s (or entity’s) record.

  2. Go to Advice Process > Review > Review Management.

  3. In the Manage Reviews panel, click Add.

  4. Select a Review Type from the dropdown list.

    If you are recording the delivery of a service component, select the correct FDS- related Review type to ensure that service component will be automatically disclosed on the client’s FDS when it is merged (or generated) at the end of their service arrangement period. If the note does not relate to a service component to be reported on the client’s FDS, use an alternative type.

  5. In the Description field enter a short summary or description for the review.

  6. Enter the Date and Start Time and End Time, as required.

  7. Select the required Frequency from the dropdown list.

  8. If required, enter detailed information in the Comment box.

  9. Click Save.

How do I capture a review delivered to a client

To capture a client review delivered to a client:
  1. Search for and select the master client’s (or entity’s) record.
  2. Go to Advice Process > Review > Review Management.
  3. In the Manage Reviews panel, locate the review that has been delivered and click Complete.
    1. If the Complete button is not displayed, a Thread may be in place for the review. To complete the thread, go to Administration > Threads.

      Screen_Shot_2018-07-10_at_8.51.38_AM.png

  4. Click OK to create a new review, or click Cancel if you don’t wish to create a new review.
  5. If you have clicked OK in Step 4, complete Steps 4 to 9 above in How do I set up a client review

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