RazorPlan requires minimal data from a client while maintaining a high quality analysis.
The Data Entry screen has been designed as a user friendly approach to data entry. Access the Data Entry screen by selecting the 
on the RazorPlan Toolbar.
The Data Entry Wizard is made up of 4 main sections.
- Navigation Panel – There are 6 main steps within Data Entry. Navigate throughout each step by selecting it from the Navigation Panel or by selecting the
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and ![]()
buttons at the bottom. - Title Bar – You can also navigate within an individual step by clicking any of the tabs listed in the Title Bar. The Title Bar includes the name of the step you are currently viewing as well as the tab selected.
- Data Entry – This area displays all data fields for the selected tab.
- Help Text – This area will provide a high level description of the data entry required for the selected tab. View or hide the Help Text by clicking on the
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tab.
and 
buttons at the bottom.
tab.
Need more help with this?
Don’t hesitate to contact us here.