Correct: A space must be used instead of dash or slash when typing the date to be submitted to QA., Paraplanners must follow a different naming convention for their plan entry in TimeCamp. This is to have uniform reporting throughout the advice team., Paraplanners can update/amend the advice areas in the Process St. anytime., Paraplanners must create their personal folders under their practice folder to be used in storing their files., Paraplanners can only access their own practice folder and cannot access other practice folders., Incorrect: In a separate advice document where SMSF is provided when creating a checklist in Process St, the name of the name client must be used and not the name of the SMSF., In TimeCamp, we need to put the actual date if the time is still ongoing., For paraplanners who opted to upload in a zip file for QA submission, they must use WinRaR format., Paraplanners are now not required to submit their files in Google drive instead of attaching files in Process St., Folders for all practice have been provided under Blue- Frontline (Advice) shared drive.,

VBP Paraplanning QA Process Guidelines Pt.1

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