Dashboard

View all upcoming, ongoing and completed advice filtered by type, team and timeframe.

All advice in MOAS can be tracked via the advice dashboard. The graph displays how advice is spread throughout the year

In progress advice

The in progress card is all the current active advice that hasn't been completed. You can filter by Not actioned, In progress or completed for the specified timeframe. The not actioned will display all groups that have a review month that has passed and no in progress or completed advice in MOAS.

Active groups without a start date

A start date can be set for each group in MOAS to show when that client engaged started receiving advice. This is then used to help notifiy when they have advice upcoming. Any group that doesn't have a start date set will be displayed here. You can click on the group to go to their group page and set their start date.