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Plan Authoring: Scope Areas
Plan Authoring: Scope Areas

How set the 'Scope of Advice'

Updated today

In Advice Designer, we preload all 'Scope Areas' when creating a plan.

Users can select the 'In/Out Scope', reorder and remove areas altogether.

How to set In/Out Scope Areas

Within a plan

  1. Click on the Scope Chevron

  2. Tick the box left of the Scope Area

How to reorder Scope Areas

Within a plan

  1. Click on the Scope Chevron

  2. Click, hold and drag the six dots icon to the left of the Scope Area

How to add Scope Areas

Within a plan

  1. Click on the Scope Chevron

  2. Click Add Scope

    *Another Scope Area line named 'Other' will be added

  3. Use the drop down arrow to select from the Areas of Advice Library

    OR

  4. Use the Description field to capture a custom Scope Area

How to remove Scope Areas

Within a plan

  1. Click on the Scope Chevron

  2. Click on the X icon to remove the scope area

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