There may be instances where you've done some edits within the SOA editor, but find that you need to reset it because of variations, adjustments or alternative template that you want to apply.
Please read on for essential information on resetting your SOA in Trail
In this article you will learn:
What you need to know before resetting your SOA
What happens when you Reset SOA
Common reasons to reset your SOA
How to prevent unnecessary reset of SOA
What you need to know before resetting your SOA
Generating your SOA
Whenever you enter the "Statement of Advice" page for the first time in an Insurance Advice Opportunity OR if you've just recently Reset the SOA, then you will see only a blue button for "View & Edit SOA" as per below:
This means that the SOA has not 'generated' yet and any edits you make on the prior pages will still be considered into the SOA.
Once you click "View & Edit SOA" you have generated the SOA - sort of like capturing a 'snapshot' picture - which will:
Apply the SOA template you've selected
Apply the information of the previous pages into the Advice Opportunity.
After you've generated an SOA
The SOA Editor is able to be entered and whatever changes you make within the Editor will be saved. These text, formatting, wording and editable changes are like layers you are adding on top of the original 'snapshot' picture you captured upon generating the SOA.
You are able to be RESET SOA, which takes it back to its original default state. You'll see this button here to do that:
What happens when you Reset SOA
Resetting the SOA brings all content in the SOA editor back to its default original state - back to that 'snapshot' picture you first generated.
This means any text formatting, any wording/ text additions, pages you've added or created WITHIN the SOA Editor, will NOT be retained:
For example
Before resetting your SOA, if you added a new information on a page e.g. added a new column:
After resetting the SOA, any new information you added/ edited, does not retain:
It will, however, mean that you're re-doing that first 'snapshot' - which means resetting the SOA will capture whatever new changes you've made in the prior sections (e.g. Provider Recommendation, or Recommended Cover). More on this below!
Common reasons to reset your SOA
Pulling in changes you made in the Insurance Advice Opportunity
If you have made changes in any of the sections prior to the "Statement of Advice":
e.g. you've changed the Needs Analysis options selected, recalculated the Recommended Cover or have refined the Recommended cover by adding Client Variations -
You will need to RESET the SOA to pull in the changes into the SOA Editor.
Applying a different SOA Template
If you have already generated the SOA with e.g. Template A, but halfway through editing the SOA, you then realise you should have gone with e.g. Template B -
This also means a RESET of the SOA, in order to change to another template:
You'll notice that if you change the applied template in the drop-down selection, a prompt will appear to warn you that you'll need to Reset SOA if you want to switch the template:
If you're not ready, you can always "Cancel". But if you're ready to reset, you can click "Switch and Reset SOA".
How to prevent unnecessary reset of SOA
If you haven't made any or much text editing within the SOA Editor then it means resetting the SOA will not have a major impact.
If you have spent hours editing the SOA within the SOA Editor then resetting will definitely remove the work that you have done.
Here are some best practice suggestions to prevent unnecessary reset of the SOA:
Apply the right, desired SOA Template at the beginning
Check your Fact Find, Needs Analysis, Existing Cover, Provider Research, Recommended Cover sections are all correct with updated information (or as close as possible) before starting major edits.
For further information on editing your Statement of Advice, see below: