a)

Wizard name (multiple scenarios can have the same name)

b)

Case category that this wizard will be available for

c)

Set the type of case the wizard will be available for: ‘Party’, ‘Multi-lender’, ‘Investment’, ‘Debt consolidation’, Invest consolidation’

d)

Set where the wizard will be available from ‘Form’, ‘Case processor’ or ‘Both’.

e)

Set which sub-categories this wizard will be available for

f)

Set which groups this wizard will be available for

g)

Tick the ‘Visible’ box to ensure the wizard is available

h)

Tick the ‘Password Protect’ box to set a password on the wizard to prevent unauthorised access. Password can have a length of 30 characters.

i)

Comment field allows additional information about the wizard to be entered

j)

Tick the ‘Remarks’ box to reveal a row for additional text for each item in the wizard step and the added text/comment is highlighted in green.

k)

Step dropdown allows you to enter which step number you would like to switch to

l)

Search field find all instances of the text entered using a partial match.

Select all

Save current scenario

Save current wizard scenario and keep open

Select data associated with current scheme

Delete selection

Print wizard definition

Create wizard pdf file

Export scenario

Exit screen

Validate the clauses entered in the wizard

Move left 1 step

Move left 8 steps (1 page)

Move right 1 step

Move right 8 steps (1 page)

Move current item up the list – An item can be moved up the list only if it is visible. Otherwise, the system will display the following error message – “Item being moved must be visible”

Move current down the list – An item can be moved down the list only if it is visible. Otherwise, the system will display the following error message – “Item being moved must be visible”

Delete current item

Increase font

Decrease font

Version Information (including created, modified and imported dates)