From within a Circle you can determine which members have the permission to answer a Factfind on behalf of other members.
Go to the Factfind Access Settings tab under the Work menu, and you'll see all circle members listed, with the other participants' names underneath them. Simply select the tick/cross next to each member to configure their access.
Additionally, note that the way permissions are configured can influence how completion statuses are tracked for each participant. Ensuring accurate configuration helps avoid future discrepancies.
Once you've configured this, you can send the factfind off for completion. If the client can answer for other people, when opening the factfind they will see a screen like this listing all the participants for whom they have access:
As they continue in the factfind, they can switch to answer for a different participant at any point by selecting the arrow next to their name on the left.
It's important to be aware that switching participants mid-way can result in records not being accurately completed for every member unless explicitly reviewed.
Completion Status Behavior and Troubleshooting
In shared-circle scenarios, factfind completion statuses depend on every member submitting their sections. Discrepancies can arise when one member completes for another or when sections aren’t completed directly by the assigned user. For accurate record-keeping:
Verify who has submitted each section.
Cross-check the factfind overview to see pending submissions.
Encourage all members to log in individually to submit their data. These steps can help resolve or mitigate discrepancies effectively.