Workflow - Threads: Link Review to a Thread Template

Workflow - Threads: Link Review to a Thread Template

You can link a Task or Thread template to a Review type at Practice (or User Group) level. When a Review is created for a client, a new Task or Thread is then automatically created from the linked template based on the Review Type selected. When the Task or Thread is completed, the Review can also be automatically completed.

You are only able to link Reviews to a Task or Thread template if you have a Standard User Plus login. To arrange access, please contact your Technology Implementation Manager.

How to set up Review linking

To set up your Practice’s User Group signature:
  1. Go to XPLAN > User Functions > Administer Groups:

    Screen_Shot_2018-07-17_at_4.02.11_PM.png
  2. Select your Practice’s name from the search results (by clicking on the hyperlink):

    Screen_Shot_2018-07-17_at_4.02.17_PM.png

  3. In the Group Menu, go to Admin > Review:

    Screen_Shot_2018-07-17_at_4.02.22_PM.png

  4. In the Review Settings panel, click Add.

  5. In the Edit Setting dialog box, select the required options:

    1. Select the Review Type to be linked to a Task or Thread.

    2. Select the Task/Thread Template that will be used to create a Task or Thread when a Review is created.

      You can configure Review linking to create both a Task and Thread when a Review is created. If they are both set to complete the Review on completion, the first completed Task or Thread will complete the Review

    3. Complete Task/Thread will complete Review: Yes / No.

      1. Yes: Completing the Task or Thread will complete the linked Review.

        You will be given an additional option to Autocreate New Review on Task/Thread Completion. By selecting Yes, when the Task or Thread is completed, you’ll be able to select Yes or No to create the next Review:

        Screen_Shot_2018-07-17_at_4.02.28_PM.png

      2. No: Completing the Task or Thread will not complete the linked Review. The Review must be manually completed.

        Screen_Shot_2018-07-17_at_4.02.31_PM.png

  6. Click Save.

When will the Task be activated?

  1. When a new Review creates a Task, if the Review Date is after Today, the Task will be created and set as inactive. The Task will be activated when the Review Date is reached.

How will the Task or Thread be assigned?

Tasks

​When a new Review creates a Task, the Task will be assigned as follows:
  1. If the Task template is assigned to a specific user, the Task will be assigned to the Review Responsibility user.

  2. If the Task template is assigned to a Dynamic Role, this will be respected and the Task will be assigned to the dynamic assignee. 

Threads

When a new Review creates a Thread, the Thread Tasks will be assigned as follows:

  1. If Override Assignee is set to Yes, and the Task is assigned to a specific user, the Thread Task will be assigned to the Review Responsibility user.
  2. If Override Assignee is set to No, and the Task is assigned to a specific user, this will be respected and the Thread Task will be assigned to the specific user.
  3. If the Task is assigned to a Dynamic Role, this will be respected and the Thread Task will be assigned to the dynamic assignee.

    • Related Articles

    • Workflow - Threads

      Threads Overview The purpose of this guide is to provide instruction on how to activate a Thread against a client record. Threads and tasks are essential components of XPLAN. A Thread is a series of Tasks related to each stage of the Advice Process. ...

    • Workflow - Tasks: Link Review to a Task Template

      Link Reviews to a Task Template Overview You can link a Task or Thread template to a Review type at Practice (or User Group) level. When a Review is created for a client, a new Task or Thread is then automatically created from the linked template ...

    • Workflow - Threads: SOA Thread Example

      Example Overview: SOA Thread  <Description>   Activate and Test the Thread Understand how to activate a Thread against a client. To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)   ...

    • Workflow - Threads: New Client Thread Example

      Example Overview: New Client Thread  <Description> Activate and Test the Thread Learn how to test a Thread by activating it against an example client. To view the IRESS Insights Video, please view the following link here. (Created by Anthony ...

    • Ultimate Guide to Threads

      Threads Course Overview  What is this about? This course aims to provide you with the necessary skills on managing your Workflow using Threads through your XPLAN site. A thread is a series of related tasks, designed to follow a certain process. ...

    • 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 ...