AMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!

Hi Melita, 

With regards to automatically loading the file note template for the benchmark, it is possible for this to be done. However, without fully understanding your scenario I can only assume you need this to be off the back of an outcome of a task within the case itself. If so, you can set the benchmark file note template to automatically pop up when completing the task. Once it is saved, it can also automatically mark off the benchmark itself as complete and link it to the case.

If you would like to know more about Cases and Benchmarks and how the above can be set up, you can attend our upcoming Cases Virtual Classroom session on Tuesday 1st October at 11am.  If you still need assistance after this, check with your Account Manager for details on how to get in touch with the customer services design consultants team.

To answer the second part of your question,  we would firstly need to understand the purpose of retrieving the files; Are they going to be read and reviewed by compliance? Do compliance need to store these elsewhere in another system? Or do they just need to see that benchmarks have been met with evidence?

However if we assume the file notes and attachments need to be read and reviewed by compliance.  This can be done, with  some configuration within your site.

There are multiple ways this could potentially be achieved and each would depend on what exactly the business is trying to achieve and how. One  solution is to use Xports. However, these can be tricky when dealing with a large scale set of data. File note details can be reported on via this method, but extracting attachments may prove to be difficult. Advanced search criteria could be added to identify which clients to run the Xport against, or alternatively, the Xport can be generated against one client at a time.

Secondly, using an xmerge template against one client at a time might be the way to go. The template can search for the name of a specific case against the client and extract the data from the benchmarks and also the linked file note attachments. These will generate as separate documents and be delivered in a zip file, however the template document would contain all of the benchmark data details such as name of benchmark, type, date etc.

Finally, Iress has some exciting news in the space of data services and XPlan Business Insights (XBI) coming soon. Keep an eye out for future roadmaps and announcements to learn more about this offering.