Advice Designer's Reviews offer exceptional flexibility by allowing Review Areas to be toggled on and off both during the creation process and while authoring the review itself.
How to adjust an existing Review
Within Review Authoring, click on the vertical ellipse icon "⋮" (Main Review Menu)
Click on Edit Review Details
Change/Select/Deselect any components necessary
Click Save
💡Note: Only when a published Statement/Record of Advice plan exists for the client will the Previous Advice Document field have data to be selected.
How to adjust entities included
Within Review Authoring, click on the vertical ellipse icon "⋮" (Main Review Menu)
Click Edit Entity Selection
Adjust Entity Selection
Click Save