Superannuation

Practifi Basics

• Practifi Overview - SPA
• Navigation & Search - SPA
• Logging In - SPA
• Reset Your Forgotten Password - SPA

Service Providers

• Providers Overview - SPA
• Adding a Provider - SPA
• Editing a Provider - SPA

Employers

• Employers Overview - SPA
• Creating an Employer - SPA
• Editing an Employer - SPA

Members & Member Accounts

• Members and Member Accounts Overview - SPA
• Creating a Member / Member Account - SPA
• Editing a Member - SPA
• Editing a Member Account - SPA

Fund Structure

• Fund Structure Overview - SPA
• Creating a Subfund - SPA
• Editing a Subfund - SPA

Services

• Services Overview - SPA
• Creating a Service - SPA
• Editing a Service - SPA

Interactions

• Interactions Overview - SPA
• Adding an Interaction - SPA
• Editing an Interaction - SPA

Processes & Tasks

• Processes & Tasks Overview - SPA
• Starting a Task - SPA
• Managing a Task - SPA
• Starting a Process - SPA
• Managing a Process - SPA

Insurance

• Insurance Overview - SPA
• Adding Policies & Benefits - SPA
• Editing Insurance Policies - SPA

Feed

• Feed Overview - SPA
• Using the Feed - SPA

Team Members, Divisions & Groups

• Team Members, Divisions & Groups Overview - SPA

Analytics & Reporting

• Analytics & Reporting Overview - SPA

Wizards

• Create a Member Account Wizard - SPA
• Bulk Create Tasks Wizard - SPA
• Bulk Create Interactions Wizard - SPA
• Bulk Launch Processes Wizard - SPA