Underwriting SetupUnderwriting Setup\SurveySurvey\Elements
Elements

 

 

Once you have defined a Survey, you can add the Survey Elements which are the question elements of the survey that you are creating. After you have defined the elements, you can define the Survey Element Choices which are the answer options for each survey element. 

 

To define a survey element, click on  then perform the following steps:

 

§  Enter in the Element Name. In the Element Name 2 field, enter in the name of the element in the alternate language of the system if so desired;

§  Enter in the Order of this element. This is the order that the element will be listed in;

§  Select the Interest Type. You can select from a list of types that were defined in the Interest Types page of the Insurance Classes sub-module;

§  Enter in any necessary Notes regarding the element;

§  In the Answer Reference field, select the previously defined choice of another element as if the user selected this choice, then this element (question) will be installed only then

§  Once you have finished entering the necessary data, click. You can now proceed with defining the Choices;

 

Top of Page
Top of Page