Independent Review Per Month
Select PlanSmart
Select Planning
Click on Independent Review per Month
Filter the report as required
Click on Show Report
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.
If no planning month has been allocated click on Update
Select the planning month
Click on Save Details
A green checkmark will now appear along with the relevant user once the planning month has been saved.
Select Planning
Click on Independent Review per Month
Filter the report as required
Click on Show Report
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.
If no planning month has been allocated click on Update
Select the planning month
Click on Save Details
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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