Compliance - FOFA: Recording Services Delivered - Service Delivered Report
Service Delivered Report Overview
If your Practice has selected service tracking as the preferred method for reporting the delivery of service components on your clients’ FDSs, the Services Delivered Report enables you to:
-
Monitor the services delivered – or not delivered – to your clients, on an ad hoc or regular basis.
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Check that all of the services delivered to your clients have been captured in XPLAN for reporting on their FDSs at the end of their service arrangement periods.
The report is in Excel (xls) format, with a row displayed for each client. All service components with service tracking rules in the Service Package Offer matrix are displayed in the report as columns, with an indication of the service components that have been recorded as delivered for each client.
Refer to Appendix 1: Service Package Offer Matrix for the list of service tracking rules displayed in the Services Delivered Report, and how the delivery of the corresponding service components can be captured in XPLAN using Notes and Review Management.
How do I merge a Services Delivered Report
To merge a Services Delivered Report for a list of clients:
- Click Advanced in the search area of the Title Bar (at the top right-hand corner of the screen):
- Select the required Advanced Search or create a new Advanced Search to generate the list of clients.
- A list of clients that meet the Advanced Search criteria will be displayed in the Search Result section.
- Select the clients to be included the Services Delivered Report, if required
- If no clients are selected (ticked), all clients will be included in the merged report
- If some clients are selected, only those selected will be included in the merged report
- If no clients are selected (ticked), all clients will be included in the merged report
- From the menu on the left-hand side, go to Reports > Merge Report.
- From the Report Category dropdown list, select Wealth Axis – FOFA:
- Select the Wealth Axis Services Delivered Report by clicking on the arrow icon:
- Click Execute.
- The report will be merged in the background. Click Ok.
- When the report has been merged, click the
icon to display the new system message.
- Click Download Report to download and view the report.
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