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Can I build a library of Reasons and Consequences
Yes! To create a list of Reasons and Consequences to later add to a scenario, go to Settings in the Digital Advice Scenarios screen.
In the settings screen, there are two places to enter Justifications for scenarios:
Super Advice
From the Settings landing page, navigate to the Super Settings option, then select Change the right of the Justifications Heading.
A window will open showing the Recommended strategies the justifications apply to. Under each Strategy heading the justifications are divided into Reasons or Consequences. Select the justification type under the strategy the justification is to be added, and select Add.
Having entered the justification, select the tick at the right end of the field to save, or the X to delete.
The justification will be saved in the list, and another may be added by re-selecting Add
The Justification may be short and succinct or more involved.
To Edit or Delete a justification, simply hover over it and select the pencil icon to edit or the bin icon to delete.
📌Note
The justification will only show as a single line you will not be able to modify this or create multiple lines
The pre-created Justifications will be selectable from a list at the end of the strategy they relate to and preloaded into your advice, along with Benefits and Disadvantages discovered during the comparison stage.
Investment Advice
From the Settings landing page Navigate to the justifications heading and select Change from the right hand side.
A window will open showing the justifications that apply to the Add/Switch Strategy. Beneath this strategy heading, the justifications are divided into Reasons or Consequences. Select the justification type under the strategy the justification is to be added, and select Add.
Having entered the justification, select the tick at the right end of the field to save, or the X to delete.
The justification will be saved in the list, and another may be added by re-selecting Add.
To Edit or Delete a justification simply hover over it and select the pencil icon to edit, or the bin icon to delete.
The pre-created Justifications will be selectable from a list at the end of the strategy they relate to and preloaded into your advice.