Step 4. Viewing the Summary page for the first time

Now that all the data has been captured you can view the Summary of your clients position.

As you click on each Tab (see below) you will view a dynamic position of your client.

You will be alerted to any concerns by the system with your data by the presence of a RED information ICON. 

This is designed to alert you that within these Apps is the need for attention as either data is missing or an optional field needs to be addressed.