Funding Plans and Goal tracking are key elements of day-to-day work for many of our clients on iinsight® and as such release v6.5.1 brings several visual and functional improvements to the export of your Plan/Programs as well as an all-new Goals area on the case file.

Please find further information on all the elements involved in this release below:

Release v6.5.1 develops further upon our recent MS Word Finance Templates (Invoice, Adjustments, Refunds & Payments), so that you can now create your own custom Plan/Program templates simply using MS Word.
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IMPORTANT: Please note that the general MS Word Finance Templates feature must be ENABLED on your system in the Options > Financial Settings > General tab, to utilise the new Plan/Program templates:

Further information on this can be found in our Product Knowledge Base by searching for “Managing Financial Templates”, or by using the link below:

https://support.iinsight.biz/hc/en-us/articles/360003703355-Managing-Financial-Templates

Should you have any questions about ENABLING this feature please don’t hesitate to contact your local support team and they will be more than happy to talk you through the process.

Creating Plan/Program finance templates in MS Word is much the same as is done for your other Finance Templates (invoices etc.) as well as your general Document templates, by utilising our iinsight® document variables.

The Plan/Program Template specific variables can be found under the tab called “Plan/Program templates” in our iinsight® templates application:

NOTE: If you do not already have the iinsight® templates application installed on your device this can be found under the Help area of the system (for Windows and Mac).

To insert a variable from the iinsight® templates application all you need to do is drag it from the list in the templates application and drop it into the document where you want it to appear.

Any text formatting and document styling that you apply to the iinsight variable in your word document template, will automatically be applied to the text when your document it created from is by the system.

Your custom Plan/Program templates are made up of 2 main elements

Each of these areas have their own variables outlined in more detail in the Plan/Program Template section of this article below. Please note that only certain variables can be used in certain elements of the templates, so it is important to review this section if you are having any issue with layout or population of variables on your templates.

All variable names starting with “Plan –“ or “Concurrent Plan –“ can be placed anywhere in your plan/program template (before or after the plan line item table, in headers, footers etc.). Also, all variables from “Client and Case” can be placed anywhere in the Plan/Program template.

An example of how you can use these can be seen in the image below where we have set out the top section of a Plan/Program template containing the plan title, goals, type and start dates/approval dates etc. in MS Word:

The Plan/Program table is where your line items and totals etc. will be displayed for the Plan/Program. All variables starting with “Plan Table –“ can be used.

Only 1 row of variables is required to be created in the table for your line items, and an example of a standard table can be seen in the image below:

IMPORTANT: we recommend for all tables in your document templates that you use “Fixed Columns Widths” in MS Word so that your table column formatting and position is still maintained when it is populated with your iinsight data.

When your Plan/Program template(s) have been created uploading them to iinsight® is very simple and is done in the main Templates area of the system (found in the top left menu):

…and then under the Financial Templates tab by clicking the +New button:

Clicking the +New button will open the New Finance Template Window where you can enter the Name and Description of the Plan/Program template, as well as select the Template Type.

For the Template Type this needs to be set to either “Monetary Based Plan” or “Time Based Plan” depending upon the Plan/Program template you are uploading.

Once the Template Type is selected the Grouping, Subtotal by and Order by fields will be disabled (these are only required for Invoice Templates).

At the bottom of the window there is a box for you to drag/drop your MS Word created Plan/Program template file from your device (or you can click “browse” to use the file explorer to select the file).

Click OK to confirm the template details and file selected, and upload to your iinsight® system.

Financial templates can be assigned to a Service Contract in the Options tab using the "Finance Templates" button:

Clicking this "Finance Templates" button will open the Finance Templates window where templates for invoices, payments, adjustments, refunds and both types of Plan/Program templates, Monetary Based and Time Based can be selected from those uploaded in the main Templates area of iinsight®:

Any cases that does not have a uniquely assigned template (described further below), will use the templates set here on the Service Contract when Printing, Exporting or Emailing.

If no custom template is assigned, then this will automatically be set to "System Default" which will revert to the standard IINSIGHT(with iinsight logo) default template when Printing, Exporting or Emailing.

If a Plan/Program template, different to that set on the Service Contract, is required on a Case then this can be assigned to the Case uniquely in the Case List > Plan/Program tab using the Finance Templates link above the table:

Clicking this link will open the Finance Templates window for the Case where templates for both Plan/Program types, Monetary Based and Time Based can be assigned:

If no unique template is assigned at a Case level, then this will automatically be set to "Service Contract (default)" which will follow the rules of the financial template set on the Service Contract that the Case is assigned to.

Release v6.5.1 brings you a new Goals tab available on a Case in the Case List, allowing you to set and track the progress of any goal you may require ensuring your KPI’s and client goals are met.

Further information on the different aspects of the Goals tab and how it can be controlled can be found below.

As with most areas of iinsight® the Goals tab on a case has various view and modify permissions to ensure only the right individuals have the ability to view and edit your case goals.

The first of these permissions can be found in the User View settings called “Can view Goals Tab”:

If this permission is ENABLED then the user will be able to see the Goals tab on any case they have access to.

If this permission is DISABLED then the Goals tab will be hidden from the user on all cases they have access to.

The next set of new user permissions can be found in the User Modify permissions and are the following:

“Can add new goals” if ENABLED will allow the user to add new Goals to cases.

“Can modify goals” if ENABLED will allow the user to modify any created Goals on cases.

“Can delete goals” if ENABLED will allow the user to delete any created Goals on cases.

“Can add/modify goal’s progress” if ENABLED will allow the user to add or modify progress / tracking information to Goals on a case.

In the Options > Common Lists area you have the ability to set your companies Goal Status options, and the associated % completion, under the list type “Goal Status”:

This works in the same way as setting your other “Common Lists” on the system with the ability to be able to view, add, modify and delete the list entries via the table and buttons to the right side of the list type selection options.

When adding or modifying a Goal Status you have the option to be able to set both the description of the status under the List Value, as well as the associated Progress % for the goal status.

Goals can be added to a case under the Goals tab by clicking the +New button at the top of the table:

This opens the “Creating a new Goal” window where you can enter the following information:

Title – the title of the goal

Assigned To – the user the goal is assigned to

Due Date – the date the goal is due for completion

Status – the goal status (based on the common list options described above in this article).

Priority – the priority of the goal.

Description – a brief description of the goal and its requirements.

Once you have entered all the information you require into the window, clicking Save will log the goal against the case and it will be able to be seen in the Goals tab table.

To Edit an existing goal you first need to select the goal you wish to modify in the table (so it is highlighted in blue), and then click the Edit button at the top of the Goals table:

This will open the “Editing Goal” window where you can modify all the information previously outlined above when creating the goal.

A user can add progress updates and information to a goal by selecting the goal in the table they wish to add the progress to and then click the +Progress button:

This will open the “Add Progress” window where the user can change the Goal Status and add a Progress Note to the goal:

A log of all the Progress linked to goals can be seen in the Goals Tracking tab:

And Progress records can be modified or deleted using the Edit and Delete buttons at the top of the table respectively.

Goals and Progress Notes can be deleted using the Delete buttons at the top of the Goals and Goals Tracking tables.

Please note that if a Goal has existing linked Progress Notes it will not be able to be deleted and instead will only be able to Disabled instead: