Articles on: PlanSmart

Independent Review Per Month

  1. Select PlanSmart



  1. Select Planning



  1. Click on Independent Review per Month



  1. Filter the report as required



  1. Click on Show Report



  1. This report will display all of your client marked for the Independent Review service with their relevant planning month as well as the user assigned to that client.



  1. If no planning month has been allocated click on Update



  1. Select the planning month



  1. Click on Save Details



  1. A green checkmark will now appear along with the relevant user once the planning month has been saved.


Updated on: 31/10/2024

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