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

Hi Kellie,

I'm so happy to hear you’re loving Cases and Benchmarks (I think they are awesome too). Firstly let's talk about the case template: Whilst generally the shell of cases templates can be converted across XPlan sites (ie the workflow template), the actual benchmarks and case details are a lot harder to transition smoothly as there can be unique template IDs across different sites. We must also consider privacy and IP when moving between licencees, especially when we are talking about templates (including document templates, file note template, and email templates containing logos and disclosures).  However, the easiest way to move a case template between sites is to begin with a conversion which will move across the bones of the case (ie the workflow / thread), then export and import the linked benchmarks (or manually recreate these). An alternative to conversions is an export and import of the case workflow, but you will still need to follow the same process with re-linking the benchmarks.

Secondly we understand your frustrations that completed cases against clients don't get converted across in their original form, and the data contained in the benchmarks are not linked (ie, file notes are converted separately and not linked back, scenarios are also not linked and the benchmarks are not linked), but we are always happy to get feedback to improve our customers experience, so we will be providing this to our product team.