Ongoing Reviews - Service Benchmark: Creating a Service Benchmark
Creating a Service Benchmark Overview
The purpose of this guide is to provide you with the instructions necessary to create a Service Benchmark.
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)
XPLAN offers client Service Benchmark functionality to measure the levels of service activity against a client. A Service Benchmark is used to check if a certain item (such as a Document Note) has been completed a set number of times.
How to Create a Service Benchmark
- Select XPLAN button, Administration Functions > Service Benchmarks
- Select Benchmarks from the left hand menu
- Select Add
- The Edit Benchmark screen is displayed
- Enter the details for the type of Benchmark you wish to create
Depending on the Category of Benchmark chosen other information fields may need to be completed.
In this example we will create a Service Benchmark of holding 3 client meetings. We will use the Diary Event Outcome of ‘Held’ as our Benchmark However, this sort of Benchmark could be monitored through the use of DocNotes, or Tasks i.e. any item that would allow you to monitor how many meetings the client has attended.
We will also give this a Benchmark Cost of $500
- Click Save. This will take you back to the Service Benchmarks screen.
- To view your benchmark, ensure that you have set the Category to Meeting.
Note: The User Groups within the site can see the Service Benchmark can be defined through the Visibility option.
Related Articles
Ongoing Reviews - Service Benchmark: Creating a Service Benchmark Set
Creating a Service Benchmark Set Overview The purpose of this guide is to provide you with the instructions necessary to create a Service Benchmark Set. To view the IRESS Insights Video, please view the following link here. (Created by Anthony ...Ongoing Reviews - Service Benchmarks
Service Benchmarks Overview The purpose of this guide is to provide you with the instructions necessary to create and use Service Benchmarks. XPLAN offers client Service Benchmark functionality to measure the levels of service activity against a ...Ongoing Reviews - Service Benchmark: Assigning a Service Benchmark Set
Assigning a Service Benchmark Set Overview <Description> Assigning a Service Benchmark Set to a Client Understand how to assign a Service Benchmark Set to a client. To view the IRESS Insights Video, please view the following link here. (Created by ...Ongoing Reviews - Service Benchmark: Running a Service Benchmark
How to Run a Service Benchmark Against a Client Navigate to the client record and Client Summary > Client Snapshot. In the Client Service Benchmark list select the Service Benchmark Set to apply to this client. Set the Type for the Service ...Ongoing Reviews - Service Benchmark: Assigning a Service Benchmark
Assigning a Service Benchmark Overview <Description> Assigning a Service Benchmark to a Client <Description> To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018) Assigning a ...
Popular Articles
Wealth Axis Files - Naming Convention
File Format: Date, Client Name, File Name Date - yymmdd E.g: 12 Sept 2013 - 130912 E.g: Undated - 010101 Client Names One Client / Only primary client (John Smith) E.g: Smith, J Two Clients (Primary and Secondary Client/Client and Partner) - Married ...Wealth Axis Wizards - Overview
Overview This article is designed to help you effectively use the Wealth Axis Wizards in XPLAN. The key features of the Wealth Axis Wizards are: Integration with key modules such as Client Focus, Portfolios (IPS), Risk Researcher, WealthSolver and ...New User Manual - Admin
XPLAN and the Advice Process Overview Many advisers use the Advice to Client process to manage the advice process in their business. To enable participants to be able to relate to the different modules in XPLAN, this course is structured along the ...Administration - Email: Setting up the Outlook Plugin
Outlook Plugin - Overview Outlook Plugin is a function available with XPLAN that allows you to quickly and easily save and record email correspondence in the XPLAN document library as a Note that is linked to a client or user entity. This allows for ...XPLAN Workshop - XPLAN Client Setup
Introduction Overview Each practice deals with leads, referrals and potential clients differently. However, most practices have a system regarding the way client information is recorded and relationships with clients are managed. In this section, ...
Recent Articles
XPLAN Legislative Rates June 2022
XPLAN Legislative Rates - June 2022 Legislative rates have been updated to reflect: 1. Social Security rates effective July 2022 2. AFSA Retirement Standard Benchmarks for the March Quarter 2022. Social Security Rate Changes - July 2022 The rate ...XPLAN: Task Notifications - Redirecting
XPLAN: Redirecting Task Notifications XPLAN task notifications can be sent to your Email Inbox (e.g. Outllok, Gmail) to notify you if a task has been created, unactioned, is overdue or complete. If the task notifications cannot be turned off, then ...XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195)
XPLAN Version Enhancements - 18 November 2021 (Version 21.11.195) Client Focus Digital Signature Notification will Honour the "Override from Address" when sent by Super User The notify signatories template configured in system settings > client focus ...XPLAN Version Enhancements - November 2021 (Version 21.11.194)
XPLAN Version Enhancements - November 2021 (Version 21.11.194) Client Focus New Current Residential Address Field A new field, current residential address, has been added to record a client’s current address. When entering the first address for a ...XPLAN Datafeeds: HUB24 Enhancements (v4.3) 29 October 2021
HUB24 Enhancements: 29 October 2021 HUB24 have released enhancements to their XPLAN EPI 4.3 datafeeds, to be effective 15 November 2021. Below is the information directly from HUB24 on the enhancements. The Individual Holding extract is where the ...