- What is a Scenario Type?
- Moving between Scenario Types
- Creating a new Scenario Type
- Other Impacts of different Scenario Types
What is a Scenario Type?
When inside the Advice Wizard, a Scenario Type allows a user to narrow down what modelling it is they are doing - this then adjusts the relevant menu options and only shows what is needed for that advice application.
For example, these are two different Scenario Types:
SOA Generation - this will always be the full suite of menu options:
Paraplanning Request - pushes an Adviser through the relevant menu options to construct a PPR Form
Moving between Scenario Types
The advantage of Scenario Types is that a single scenario can be accessed by multiple users for the same scenario.
For example, an Adviser might complete a Paraplanning Request and outline their requirements, before a Paraplanner picks up the same scenario that has been partially completed and then begins the complete SOA Generation.
This ensures that all users who are interacting with the scenario are using the same set of data, as well as sharing inputs within the Wizard.
Changing Scenario Types
- Once a scenario has already been created as a certain type, simply change the Scenario Type dropdown to another scenario
- Open the existing Scenario and this will automatically load into the newly selected Type
Creating a new Scenario Type
- To create a new Scenario Type (a new name/collection of menu items together), Navigate to Settings > Advice Wizard Settings > Scenario Type
- Add a New Scenario Type
- Enter a Name and select the Menu items that you wish to see
- Select Save
- Log out and back in to the System and you will see the new Scenario Type available within the Advice Wizard
Other Impacts of different Scenario Types
- Further Questions can be tied to different Scenario Types, so you may require additional Scenario Types to facilitate relevant questions