Welcome & Introduction to your Training session.
GoToTraining Housekeeping
You should have read the Objectives and expected outcomes for our Public IO Online Bitesize ™ Training, but if you missed it, copy and paste the url below into a new browser tab to view:-
https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/
Please look out for your Certificate of attendance which goes out automatically from GoToTraining after the event. Please do not forget to claim your Structured CPD on all IO Training attended in the normal way.
Set Agenda to Include: -
- Enable user to move the plan through the transitions as smoothly and quickly as possible to get your Plan “In Force”
- High Level refresh of the "Advice types" (Life Cycles) - when adding a New Business Plan
- Examples of transitions
- Where to place the Data required to satisfy the rules
- Additional rules (add to sidebar functionality and benefit to the delegate)
- Adding tasks at client or plan level and the difference
- Adding notes to the task - why and benefits
- Good practices, hints and tips along the way
- Questions and Answers
- Feedback and Claiming your Structured CPD
- Thank you for attending
- Close
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No. | Start Date | End Date |
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1 | Thu, Mar 25, 2021 9:30 AM GMT | Thu, Mar 25, 2021 10:30 AM GMT |