Fact Find, Set-up Layouts

A fact find “layout” is a collection of “sections”. For example the “Full Factfind (rev 5)” layout, shown below, comprises the sections called “Front page”, “Personal Details”, etc, where each “section” roughly equates to a paragraph (i.e. a group of questions regarding the same topic that typically cover an A4 page or less).

• Use the “Select layout” drop-down to select the layout you wish to edit (e.g. the “Full Factfind (rev 5)”, as shown above)
• Click the “Setup” button, which will take you to the “Factfind Editor” dialogue, shown below

· To view a section, like the “Personal Details” one shown above, simply left-click it

· To view a row (i.e. all the items that create a single line, or row, of the selected section) click the “+” next to that row, as per the “Forenames” row, shown above

· To view an item (i.e. an individual text prompt, spacer or data field that appears in a row) click the “+” next to that item, as per the “text” item in the “Forenames” row, shown above

· You may click the “Save” or “Save as” buttons to save your entire layout at any time on any of the tabs, described below.

Layout Tab

This is the one, shown above, where you can edit the current layout, its sections, rows and items. This is described in detail below.

Header / Footer Tab

Headers and footers only appear on the printed page, not on the screen. The example shown below would put the company name (i.e. “Grabbit & Run Ltd”) at the top left of each page. The “&b” that follows this makes the “&w” for page title (e.g. “Personal Details”) appear on the top right. The footer comprises the words “Printed on “ followed by the date in long format, while the “&b” again makes the remainder appear on the bottom right, as Page nn of nn.

Styles Tab

To view a style, like the “AlignRight” one shown first above, click the “Styles” tab and select it from the “Selected Style” dropdown. For more information see “Fact Find, Setup Styles”.

Preview Tab

To preview the current section click the “Preview” tab (where you’ll also find a “Full Fact Find Preview” button to check the entire layout.

Backup Tab

For example, if you only had one copy of a layout and for some reason the saving process failed then you’d lose it completely. To avoid this eventuality the system automatically creates a backup each time you save, which you can revert to if necessary. You can also use this facility to consciously make back-ups at certain points during the development of a layout, so if your latest changes don’t work you can revert to the previous situation.

Layouts

An important concept is that the total number of data fields saved for each fact find never changes (i.e. they are all saved), though only the ones included in the current layout will be displayed when you click the “View” or “Revise” buttons. So for example, if you “Revise” all the questions for the short “Term Assurance Fact Find”, save it and exit, then select the “Full Fact Find” layout and “View” it, you’ll see all the “Term Assurance Fact find” questions just answered PLUS the ones in the Full Fact Find’s extra sections that were previously not visible.

Setup

To setup or edit the sections in an existing layout see “Fact find, Set-up Sections”.

Delete

You should delete all old versions of layouts, for example, if you’ve received Durell’s “Full Factfind (rev 5)” in an update, then you should delete all previous versions, such as “Full Factfind (rev 4)”, etc. Durell cannot do this automatically as you may have renamed the old layout, or may have edited it and wish to keep the changes.

New

To create a brand new empty layout click the “New” button on the “Fact find Menu” pop-up, shown above. Then enter a name, like “Equity Release”, as shown below.

Now right-click the “Current layout” heading (i.e. where it says “Equity Release Layout”, below) and choose to...

· Import an entire layout (or export it, when done)

· Import a section (above or below your current position)

· Create a new section (above or below your current position)

Import or Export a Layout

You may ask Durell to create a fact find layout for you, based on a paper one that you send them. In this case they’ll return a file to you, probably as an email attachment, which you can then import via the “Import layout” option, as shown below.

You might also use the “Export layout” to pass a layout that you’ve created to another branch of your business, who would then import it.

Alternatively you might import or export just individual sections. For example you could select the “Full Factfind” layout to edit, export six of its sections, then create a new layout name and import just those six. You could then edit those six sections, as required, and possibly add a few new ones to end up with a totally different overall layout.

You’re advised to avoid the option to create a new section, as it’s always easier to delete what you don’t need from an existing section, rather than starting from scratch. For further information see “Fact find, Set-up Sections”.