Welcome & Introduction
- Housekeeping
- Objectives
- Expected outcomes
- Structured CPD
Agenda will cover: -
- 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
Please refer to the high level Objectives and expected outcomes for our Public IO Online Bitesize ™ Training, but if you missed it, you can copy and paste the url into a new browser tab below:-
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.
Updated 3.6.21
© Informed Training 2021. All rights reserved 2021
Please refer to our Terms of Service - https://informedtraining.co.uk/wp-content/uploads/2021/02/IT-Terms-of-Service-25.2.21.pdf
No. | Start Date | End Date |
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1 | Tue, Jul 06, 2021 4:00 PM BST | Tue, Jul 06, 2021 5:00 PM BST |