Writer and Reader users can use the Report Status feature within the Report Editor to monitor the progress of a report and easily highlight which stage it is at in the report writing process. There are a number of different stati available - some or all of which may be relevant to your company's advice process.
- Initial draft
- In progress
- Requires feedback from adviser
- Approved by adviser
- Requires editing by paraplanner
- Requires compliance approval
- Approved by compliance
- Published
This feature, when combined with the send email notification, comments and tracked changes functionality as well as the adviser report rating feature, provides the opportunity to implement a comprehensive and fully integrated report writing solution which tracks and monitors all the interactions key stakeholders have with a report as it progresses through your company's report writing process.
It is possible for a user to edit the Report Status of a Report Editor report from directly within the Report Editor or the Client & Report Library.
The Report Editor
From within the Report Editor, click Edit report status within the 'Genovo Actions' drop down menu and a new window will open. You can select the status and click save.
The Client & Report Library
from within the 'Report' window, click the Edit report status icon to the right of the version name, and this will also open the 'Edit report status' window much like the above.
On changing the Report Status to 'Published' the report will be locked down, and you won't be able to make any further changes to it. It will also then be possible to upload the report to your back office / CRM.
Should you find you do need to edit a published report, this article explains how.