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GB Group - Quick Sheet Xplan process

john.gartland
Iress People
Iress People

on ‎04-03-2021 09:01 PM - last edited on ‎16-04-2021 10:17 PM by Community Manager

EID&V Process in XPLAN

 1. Enter a client and navigate to EID&V

    • New Check
    • Re-use Check (Running the check again)
    • Select Individual or Couple
    • Select Generate

 GBG Q1.png

 2. Confirmation Report Returned

GBG Q2.png

3. Expand the response to see the retuned data from GBG

GBG Q3.png

 

4. Select to view the overall response report (PDF)

GBG Q4.png

GBG Q5.png

5. The Profile ID can be used to perform a search in GBG under reports to allow the user to view the check dashboard:

GBG Q6.png

6. Highlight and select the check you want to view:

GBG Q7.png

7. The Check dashboard will have further detail regarding the check performed

GBG Q8.png

 

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