Plan Activities allow you to record events that fulfill various service and compliance requirements. Plan Activity Reporting helps to display the overall value of the services you provide.
Services and activities tracked within the Plan Activity system are directly related to your choices on the Services and Compliance tabs in the Plan Info section of Plan Management.
Accessing Plan Info
- Access the Plan List screen by clicking Plan List in the navigation menu at the top of the page.
- Click on a Plan Name.
- Click the hamburger menu icon in the upper left-hand corner next to the FirmPlus logo. The menu will slide in from the left.
- Click the Management option toggle.
- Click Activites and then Activites in the expanded menu.
On the Activity screen you have the option to Add Activity, Save Activity List, as well as review previously entered activities.
Create New Activity
- Click Add Activity
- Enter a Title for your activity.
- Enter a Description for your activity.
- Set the Type of activity.
- Tasks are "to-do" items you wish to schedule.
- Events are scheduled meetings or activities. You are able to assign a specific time to Events.
- Set the Date (and also Time and Location if an Event) for your activity.
- Choose to associate this activity with a Plan. If so, move the slider to Yes and select the Plan you wish to associate this activity to from the drop-down list.
- Check any related Service Areas for this activity.
- Mark if this activity is documented in your physical compliance file and if this activity should appear in your Activity Reports.
- Click Save when finished.
When the input of all plan activities has been completed you will click Save Activity List to save the page.
Generate Activity Report
To generate the Activity Report, you’ll include the Activity Report section when generating an Investment Monitoring Report. When including the Activity Report section you can define the date range for the report, report section title and whether or not to include services.