Advice process
Step by step process to complete advice for a group.
Last updated
Step by step process to complete advice for a group.
Last updated
The advice process is broken up into 6 steps to guide you through giving great advice. To get started all you need is a group and a document template. New organisations have 3 default templates to get you started. These can be updated at any time by you MOAS administrators. To learn more about templates .
New advice can be started on the group page under the advice tab. Once you have started you will see the dashboard which outlines your progress and which step you are up to. Each step is explained below:
For more detail on data verification .
For more detail on modelling .
For more detail on advice agreements .
For more detail on builing the document .
For more detail on the confirmation step .