Questionnaires Admin Configuration

This presentation will demonstrate the following: Overview This presentation will demonstrate the following: How to create/configure questionnaires. ©2016 Convercent. All rights reserved.

Questionnaire Configuration ©2016 Convercent. All rights reserved.

To begin, click “Questionnaires”. Questionnaire Configuration To begin, click “Questionnaires”. ©2016 Convercent. All rights reserved.

Next, click “Create New Questionnaires” Questionnaire Configuration Next, click “Create New Questionnaires” ©2016 Convercent. All rights reserved.

Questionnaire Configuration You will now see the Questionnaire Details page. Here you will need to create a “Questionnaire name” , Admin Description (Internal use only), and an optional welcome message. One you have done that, click “NEXT”. ©2016 Convercent. All rights reserved.

Questionnaire Configuration After you have done that, you will be directed here. This is where you will be able to add the disclosure types to your Questionnaire. Click “Add Disclosure Type. ©2016 Convercent. All rights reserved.

Next, click on the disclosure category you would like to select. Questionnaire Configuration Next, click on the disclosure category you would like to select. Note: What surfaces here is based on your current Disclosure configuration. ©2016 Convercent. All rights reserved.

Questionnaire Configuration Next you have the ability to customize the title and description for display in the Questionnaire. This is not required because it pulls the existing information from your Disclosure configuration. In this example, you can see where the title is edited, where the current description is, and where you can customize the description. Once complete, click “SUBMIT”. ©2016 Convercent. All rights reserved.

Questionnaire Configuration From here, you have the ability to add more disclosure types. To do so, click on “Add Disclosure Type”. You can only add as many as you have types. Once you have added all of the needed types, click “SAVE”. “CANCEL” will cancel this questionnaire. “BACK” will take you to the previous screen. Note: In this example, Business Relationship was used. When attempting to add a new disclosure type, Business Relationship will not surface as it was already used. ©2016 Convercent. All rights reserved.

Questionnaire Configuration Once you have clicked “Save”, you will see your questionnaires surface like this. You can always access your configured questionnaires by clicking on the “Questionnaires” link as shown below. ©2016 Convercent. All rights reserved.

Questionnaire Configuration Finally, you also have the ability to archive your questionnaire at any time by clicking on the 3 dots and shown below, then by clicking on “Archive”. ©2016 Convercent. All rights reserved.

Questionnaire Configuration Once you have archived the questionnaire, it will switch from “Published” to “Archived” in your questionnaire list. ©2016 Convercent. All rights reserved.

©2016 Convercent. All rights reserved.