Strategy recommendations slide
Last updated 14 March, 2025
Available to all users with access to the Advice Docs deck
If this slide has been configured for your Xplan site, strategy text will be pulled through from Xplan. Otherwise, the slide will be fully editable in prep mode, with default strategy text managed in PresoManager by your practice admin.
If your site hasn't been configured, contact us to organise your site’s setup now.
This slide displays all of your SOA strategy text in a compact, client-friendly layout, allowing you to easily focus on specific strategies as required.
Based on your site’s configuration, this slide can appear in one of two different modes:
Strategy text pulled from Xplan.
Completely custom, editable in the LivePreso app.
Which mode do I have?
To find out where your strategy text is coming from, look at the settings button at the top right of the slide. The name of this button will determine which mode your slide is using:
Filter Data indicates Xplan-integrated strategy text.
Manage Strategies indicates the custom mode.
Follow the relevant link in the table below for your mode’s guide.
Xplan configured strategy text | Custom strategy text |
|---|---|
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