Record benefits and conflicts, document the chosen response, and keep reports and supporting evidence together.

Create an off-list product request, attach the supporting evidence, and record and communicate the decision.

Capture a complaint, its classification and resolution, then maintain its status, documents and follow-up.

Classify and assess a recorded issue, update its status and documents, and email the adviser when authorised.

Create a breach record, capture the key facts and documents, and check the compliance-manager notification.

Add policy and template records, set owners and review dates, and maintain the supporting documents.

Maintain licensee question drafts and publication history, with the current assessment-integration limitation explained.

Create a compliance review record, capture observations and track the actions through to reporting.

Keep assignments, documents, statuses and team discussion together in the advice request.

Understand the result, inspect the supporting evidence and save the right report.

Select the RoA review type and provide the prior SOA and supporting evidence for review.

Sign in, complete your authentication setup and request recovery when needed.

Create an adviser record, link it to the right practice and maintain the representative profile.

Set up the correct practice details and maintain the settings used by your team.

Upload amended documents, review proposed changes and apply accepted findings to the saved review.

Understand management permissions, practice scope and the difference between a displayed role and authorised access.

Create and maintain team accounts through Me and Team Management.

Practical steps for handling client information safely when using SARA.

Create an advice request, upload and identify documents, then review SARA’s findings before sign-off.