Editing Questions/Proposals

From SchemeServe Wiki

One of the most powerful features in SchemeServe is it's built in ability to simplify previously complex, multi-page, even multi document application forms. SchemeServe can be set up to ask the questions you need and from the answers to those questions, potentially ask new questions or even add an entire page worth of questions as a result.

Questions are configured on a Scheme basis so changes made to the questions will affect every new Case created for that Scheme. Existing policies are unaffected until renewal time, when any changes to the questions (and therefore the policy) will be evaluated.

Setting up the questions is fairly complex and takes a bit of time, it's important to get the flow of questions right so time must be spend building the questions, triggers and so on.

1. Basic Questions. Whilst logged in as an Administrator, click the Admin tab on the main screen. Then select Questions Editor and choose a Scheme from the drop-down list.

On a new Scheme, there won't be any questions defined so we have to add them one at a time.

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