Advice process

Step by step process to complete advice for a group.

About the advice process

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 click here.

Creating advice

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:

Data verification

For more detail on data verification click here.

Modelling

For more detail on modelling click here.

Advice agreement

For more detail on advice agreements click here.

Document

For more detail on builing the document click here.

Confirmation

For more detail on the confirmation step click here.