Intelligent Advisor : Basic Interviews


This module, either as part of the complete learning package or on it's own, builds on previous learning modules and introduces Interviews. As the primary delivery mechanism to end users, Interview knowledge is a must-have for anyone wanting to understand the deployment capabilities of Intelligent Advisor. This module deals in the big picture, explaining the basic components of Interviews and how they relate to the policy model. in addition, the module will look at basic Controls to design an Interview.

This module about interviews will introduce concepts used in further modules including  both advanced Interviews and Entity use in Interviews. This module is also part of a longer offering, the Consultants Introduction to Intelligent Advisor Part One.

The modules in this series sometimes use example projects and where appropriate they are provided - to help the student follow along, copies of useful and relevant backups can be downloaded after purchase. By following each of the examples and working through the steps, the student builds confidence and understanding. The presentation (optionally purchased as PDF files) and videos (90 day access)  serve as dynamic and entertaining tools to get to grips with the new concepts.

Module 8 - Basic Interviews

The course was recorded in Q3 2021. Where appropriate, updates are provided on our YouTube Channel to cover new features or changes since this release. You may also find value in our series of articles about the example projects as many of them demonstrate using interviews.

What You'll Learn

  • 1 Intelligent Advisor : Basic Interviews
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