XPLAN Workshop - XPLAN Touch Interface Design
Table of Contents
Quick Reference User Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
XPLANtouch Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
How to amend the XPLANtouch for Advisers interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
How to amend the XPLANtouch for Clients interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Quick Reference User Guide
This document provides a concise overview to some key areas of XPLAN functionality. It does not replace the comprehensive online HELP system which is the primary source of documentation on XPLAN and its use.
Getting Help
Overview
XPLAN's Online Help function provides the most up to date information on the different components and tools in the system. Interactive Tutorials are also available for viewing Training Workshops. The Help files also provide updates on all new software versions.
Accessing Help 
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Click on the Help function located on top of the Title bar
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The "Help" screen is displayed
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Navigate using the menu bar located on the left.
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You may also want to use the "Search" function available.
Accessing Interactive Tutorials from within the Help Files
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Select Video Tutorials followed from the menu bar located on the left:
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Click on the workshop you would like to view.
XPLANtouch Overview
XPALNtouch for advisers enables advisers to access key XPLAN functionality via a tablet application. XPLANtouch for clients provides your clients with access to key Client Online Access features designed specifically for the tablet format.
How to amend the XPLANtouch for Advisers interface
- Select XPLAN > Administration Functions > Interface.
- Select XPLANtouch for Advisers.
- The interface menus and pages are displayed. These can be amended as required. Refer to 'Site Admin' training guide or XPLAN Help for more information.
The main settings for XPLANtouch are located in System Settings.
- Select XPLAN > Administration Functions > System Settings
- Select XPLANtouch > Adviser.
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Theme lets you select a Theme, upload Theme, and upload a logo.
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Options allows for Navigation Menu (see below table) and Portfolio Visual Display Config to be edited. It also allows for the skipping of Wizard screens when using Engage through XPLANtouch.
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Questionnaire is used to set the Risk Questionnaire that is used in XPLANtouch.
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Offline sets whether advisers can use offline mode.
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AppStore sets which app will be advertised in the Smart Banner when the URL is accessed.
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How to amend the XPLANtouch for Clients interface
Similar options as were used for XPLANtouch for advisers.
The interface is edited through XPLAN > Administration Functions > Interface, but this time choosing XPLANtouch for Clients.
Also there are 2 areas of System Settings:
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Access > Client Access
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Disclaimer and settings
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IPS Reports
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XPLANtouch > Client
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Theme lets you select a Theme, upload Theme, and upload a logo.
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Options allows for Navigation Menu (see below table) and Portfolio Visual Display Config to be edited.
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AppStore sets which app will be advertised in the Smart Banner when the URL is accessed.
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| XPLAN System Settings > XPLANtouch > Client > Options > Navigation Menu | XPLANtouch for Clients interface |
|
|
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Various XPLAN capabilities are required for Users to access and administer XPLANtouch
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Client Online Access capabilities are used for XPLANtouch
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