Edit and View Questionnaire Answers
- Former user (Deleted)
Once a Questionnaire has been created in Questionnaire Maintenance, you can then use that Questionnaire for a specific Job, A Company or Person (People).
The top of this screen has filter options that allow the selection of existing Questionnaires against the three entities above. Filtering can be achieved by way of Questionnaire, Created Date, Completed Date, Required Date or by selection of the entity using the right hand selections.
Jobs, Companies or People
Under the filter criteria, you select one of the Jobs, Companies or People buttons to determine which entity type you are wanting to attach your Questionnaire to.
Created Date
This will default to today but can be changed manually.
Use Questionnaire
A drop down box displaying a list of Questionnaires to select from to be used with your selected entity
Add for Button
The description of this button will change with the selection of the Job, Companies, People buttons to the left of the screen.
Pressing the "Add for..." button will open the Job Lookup, Company Lookup or Find People screen to assist your selection.
A new line will be created in the details section of the screen for the new Questionnaire against the entity you have selected.