Training on-demand
Organising your workload
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We will use common scenarios to highlight the benefits of using tasks and workflows. This will lay the foundations for how to add tasks and workflows together with how the user can update and manage their tasks efficiently using their dashboard and organiser.
Pre-requisite knowledge/webinar: None
Recommended for: All users
You will discover how to configure your own tasks and key areas of consideration when designing them. We will also share how you can add descriptions to your tasks to add additional context for your users, and configure outcomes for an audit history.
Pre-requisite knowledge/webinar: Managing tasks & workflows
Recommended for: System administrators
We will demonstrate how to configure workflows across common scenarios, and key areas of consideration when choosing how to trigger them. This guidance will help you to shape your own workflows and cover the steps needed to bring them to life for your organisation.
Pre-requisite knowledge/webinar: Managing tasks & workflows & configuring tasks
Recommended for: System administrators
This is aimed at customer using the advice journey. You will discover how workflows can be configured relating to service cases across common scenarios, and how to trigger from the creation of a service case or when updating the service case status.
Pre-requisite knowledge/webinar: The advice journey & configuring tasks
Recommended for: System administrators
25 November, 10am
This interactive webinar will focus on how to generate and filter the RMAR report; how to use the RMAR detail report to investigate your data and cover key troubleshooting tips when evaluating discrepancies in your data.
Recommended for: income managers.
29 November, 10am
This session will highlight our recommended practices in the following circumstances: those occasions where this a need for the provider to take back payments and making an income adjustment after locking down month end.
Recommended for: income managers.
30 November, 10am
During this interactive webinar you will learn about the power of using document designer to build document templates; different types of templates you can create within your organisation and how to install the document designer plugin to get you started.
Recommended for: document designer users.
23 June, 2pm
You can create signatures using snippets in Document Designer, meaning users can select whose signature will appear on a letter. This webinar will provide instructions and guidance so you can create your own.
Recommended for: individuals who build templates using Document Designer.
28 June, 10am
In this webinar we will look at best practice for recording a top-up and 'Bed & ISA'. This will ensure recommendations pull through to templates and reports.
Recommended for: users with a basic understanding of the advice journey.
28 June, 2pm
Creating invoice templates within Document Designer will save you time and effort by pulling through the data you need automatically from the client record in intelliflo office.
Recommended for: individuals who build templates using Document Designer.
29 June, 10am
There are many standard MI reports you can generate within intelliflo office but on occasion you may have a need to create a bespoke report to retrieve specific data. This webinar will show you how to build reports and add to your library.
Recommended for: system administrators.
30 June, 10am
This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.
Recommended for: users with a basic understanding of the advice journey.
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