UIF Submissions

1. Select PlanSmart

2. Select Other

3. Select UIF

4. Click on UIF Current Month

5. Filter the report as required

6. Click on Show Report

7. Click on Files

8. Click on Upload to current file categories

9. Select the category

10. Select the file

11. Select who to send the email too or add another recipient.

12. Click on Upload Files

13. The client will now have a green tick to show a file was uploaded for this client.

14. Click on the green tick and you can now add notes and set as complete. You can also notify other users.

15. Click on Save

16. The report will show you which UIF submissions have been done, or not done, if the files have been uploaded and if there are notes.

17. The report will also display the total UIF clients, and the % of each month that has been completed.

18. Click on UIF Twelve Months

19. Click on Files

20. Click on Upload to current file categories

21. Select the category

22. Select the file

23. Select who to send the email too or add another recipient.

24. Click on Upload Files

25. The client will now have a green tick to show a file was uploaded for this client.

26. The report will also display the total UIF clients, and the % of each month that has been completed.

Updated on: 31/10/2024