SAMI TRAINING GUIDES
Frequently Asked Questions
Frequently Asked Questions
Frequently asked questions, if not covered by the helpful modules here, please contact samisupport@adviceregtech.com
SAMI BASICS
Frequently Asked Questions
Product overview and getting started - logging into SAMI
Advice File Reviews
Advice file reviews on SAMI's compliance workbench, with the question sets configured to you documents, is where it starts. Let's explore how it works when integrated with your CRM.
Case Management
Cases allow the grouping of one to several reviews for efficiency in auditing, monitoring and supervision of advice. Learn how to unlock the power of Cases.
Workflow & Tasks
Keep the process on track and flowing with Workflow and Task management. Learn how to maximise the benefits of this powerful tool.
Dashboard
Dashboard charts bring your data to life, helping management and coaching sessions with your stakeholders.
See trending results and issues. Drilldown into detail.
Reporting & Insights
Reporting & Insights
Reporting & Insights
Reporting is made simple with easy search, filter and downloads. Come and explore how this works to deliver the outcomes you need.
Incidents Management
Reporting & Insights
Reporting & Insights
Incidents Management
From the easy to use Complaints wizard, to preparing your 6 monthly portal upload, SAMI supports IDR and EDR registers and reviews, inclusive of secure uploads and document evidence. Learn more about how to use the Complaints module.
User Management
Reporting & Insights
User Management
User Management explores permission levels, access details, setup and maintenance.