{"id":106,"date":"2026-09-15T09:00:00","date_gmt":"2026-09-15T07:00:00","guid":{"rendered":"https:\/\/yindle.com\/?p=106"},"modified":"2026-09-21T22:01:44","modified_gmt":"2026-09-21T20:01:44","slug":"relevante-onderdelen-per-clientdossier","status":"publish","type":"post","link":"https:\/\/yindle.com\/en\/relevant-sections-in-client-records\/","title":{"rendered":"Activating only relevant elements for each client file"},"content":{"rendered":"

Activate only the elements that apply to each client's file.<\/strong> Start with a project-wide baseline and record exceptions explicitly. This keeps content centrally manageable without sending every customer through irrelevant steps.<\/p>\n

Files in many projects are similar but not identical. An apartment has different choices from a corner house. A student with an exemption does not need to complete the same form. A maintenance contract may include an additional inspection. Showing everything to everyone makes the dashboard longer<\/a> and progress less reliable.<\/p>\n

Establish applicability before progress<\/h2>\n

\u201cNot started\u201d and \u201cnot applicable\u201d are different situations. The first needs follow-up; the second does not. First establish which categories and questions apply to each file. Only then calculate how much work remains open.<\/p>\n

Yindle Portal defines categories per project and can activate or deactivate them for individual files. Individual questions can also be excluded from a file. The administration view counts a fully excluded questionnaire as not applicable rather than overdue. This avoids an important reporting problem.<\/p>\n

Choose an exception management model<\/h2>\n

There are three common models:<\/p>\n

    \n
  1. Everything active by default.<\/strong> Administrators only disable exceptions. Suitable when files are very similar.<\/li>\n
  2. Nothing active by default.<\/strong> Administrators choose the relevant elements for each file. Suitable for a small number of varied files, but prone to errors as numbers grow.<\/li>\n
  3. Profiles or templates.<\/strong> Each file type receives a fixed set, with minor exceptions allowed afterwards. This is often the most scalable design, but template management is not an automatic feature of every portal.<\/li>\n<\/ol>\n

    Yindle Portal supports project categories and exceptions for individual files. A comprehensive profile system needs a separate assessment and is not automatically included.<\/p>\n

    Worked example: fictional installation projects<\/h2>\n

    Installer Volt & Water supports sixty households in a fictional project. All files include planning, documents and contact. Only homes with a heat pump receive the \u201cconsumer unit check\u201d and \u201ccommissioning report\u201d sections. Five addresses also need an asbestos survey.<\/p>\n

    The team sets up general elements across the project and activates technical categories only where they apply. An owner without a heat pump sees no empty tile and receives no reminder about it. That category does not count for their file in the progress matrix. The extra step is activated with its own deadline for the five exceptional addresses.<\/p>\n

    Targeted activation improves both the customer view and internal follow-up, provided source data is reliable and an administrator can review exceptions.<\/p>\n

    Use an explicit applicability decision<\/h2>\n

    Record four things for each optional element:<\/p>\n

    \n\n\n\n\n\n\n\n\n
    Question<\/th>\nExample answer<\/th>\n<\/tr>\n<\/thead>\n
    Which source determines applicability?<\/td>\nContract type in the source system<\/td>\n<\/tr>\n
    When is this decided?<\/td>\nWhen the file is created<\/td>\n<\/tr>\n
    Who may change the exception?<\/td>\nProject administrator<\/td>\n<\/tr>\n
    What happens to existing answers?<\/td>\nWarn first, then archive in a controlled way<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n

    The last question in particular is often forgotten. Disabling a category after a client has entered data must not silently hide that information. Decide whether to retain, export or reassess the input.<\/p>\n

    Check before inviting clients<\/h2>\n

    Create a client preview for every group of files. Check that only relevant categories appear, deadlines follow logically and the contacts match the section. Include a file with several exceptions. This is more valuable than testing only the ideal standard file.<\/p>\n

    Add a periodic exception review to the administration process. Check how many files differ from the baseline for each section. A sudden rise in the exception rate may mean the standard no longer fits, or administrators are using a workaround for missing functionality.<\/p>\n

    Also assign an owner to the source rule. If applicability depends on contract type, make clear who corrects that type and when the portal change follows. Do not make the portal administrator maintain the same information again from separate emails.<\/p>\n

    Finally, test what happens when an element becomes relevant later. The client needs new context, rather than simply seeing an unexpected extra tile. Conversely, check that deactivation does not unintentionally hide a choice already submitted or a document already received.<\/p>\n

    Read how to build the broader structure of a customer portal<\/a> and see Yindle Portal<\/a> for the central approach to customer files. To review your exception rules, discuss one representative group of files with Yindle<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

    A management model for project-wide elements, file-specific exceptions and reliable progress without irrelevant tasks.<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-106","post","type-post","status-publish","format-standard","hentry","category-klantportalen"],"yoast_head":"\nRelevante onderdelen per cli\u00ebntdossier activeren<\/title>\n<meta name=\"description\" content=\"Bepaal per dossier welke categorie\u00ebn en vragen gelden, zodat niet-van-toepassing geen valse achterstand of onnodige klanttaak wordt.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/yindle.com\/en\/relevant-sections-in-client-records\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" 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