How to edit SOA details in AMS+

You can update certain details on a Scope of Appointment (SOA) form after it has been created (even if it has already been completed) provided you meet the permissions criteria outlined in this article.

For more on SOAs, including training and related resources, see this feature overview.

Requirements

• You must be logged into AMS+ as an Agency User or Agent CRM User.
• You must be assigned to a Security Group with the Sales Enablement Visible permission.
• For Sales Records:
  • You must also have user account Sales permissions to View and Edit Sales Records. Learn more.
• For Individual Records:
  • Your assigned Security Group must also have the Individual Visible and Edit permissions.
    • If you’re an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
• You must be the assigned agent/user who originally generated the SOA you intend to edit.

How to edit a requested or signed SOA

Go to the Consent tab of the Sales Record or Individual Record where the SOA is stored.

This example uses an Individual Record but it’s the same process for Sales Records.

Locate the SOA you want to edit.

Select the Edit button next to the SOA.

Note: The 'Edit' button only appears if you are the user who originally generated the SOA.

In the Edit SOA pop-up, make your edits.

You may edit the following fields:
- Plan(s) the Licensed Sales Representative will Represent During the Meeting
- Date Appointment is Completed
- 48 Hour Exception Reason (optional)

Choose SAVE AND REGENERATE PDF.

Note: The system will regenerate the SOA PDF every time changes are saved. Downloading the PDF after each change may result in multiple versions.