How do I create Solutions Proposals for my Advisee

Solution

Congratulations ! You have moved into the phase of creating solutions for your advisees/clients.

Here is how you create solution proposals for your advisees.

  1.  Select the advisee.
    Advisee Page with List of advisees
  2.  Click on the lightbulb icon on the left to go into the solutions page.
    Click on lightbulb to go into solution page
  3.  For your first time creating solutions proposal for that advisee, click on “Create my first proposal”.
    Add my first proposal

    Else you can go into “Proposals” to view all the existing proposals, click “+ Add Proposals” to create proposals.
    Add new Proposal in Proposals page

  4.  Enter the “Proposal Name” and “Proposal Description”
    Key in Proposal Box Title and Description Proposal Box Title and Description
  5.  Select the items to Display and the Proposal Box’s Colour.
    Select Proposal Box Display Items Proposal Box Display
  6.  Select the Position you want to place the Proposal Box, the positions will increase along with the number of proposals created.
    Select Proposal Card Position Proposal Card Position
  7.  Click Create Proposal.
    Create Proposal
  8.  In the Proposal Page, you will see
    •  the Existing Policies, where you can choose to Remove from Proposal.
      List of existing policy in solution proposal page Remove or include existing policy
    •  Add new Policies that you would like to propose.
      Add New Policy
  9.  Enter the details of the new Policy as you would like to propose and the Proposal have been created.
    Enter policy details
  10.  You can Click on the Proposal Box to update/edit your Proposal.
    Click on Proposal Box to Update Proposal
  11. You can use the “Duplicate” function to duplicate the Proposal Box and update accordingly from there.
    •  Click on the 3 dots on the top right of the Proposal Box
      Click on the 3 dots on top right to update Proposal Box Details
    •  Scroll down and click on Duplicate to duplicate the Proposal Box
      Duplicate Proposal Box