Certification Questions Properties

General 

Name

The name of the certification question group. 

Description

The field for a more detailed description of the group.

Security

Access Group

This controls the user or users that have access to the rule group within the Workflow.

Maintenance Group

This controls the user or users that have access to maintain and administer the rule group.

NOTE: Click   in order to navigate to the Security screen. This is useful when changes need to be made to a Security User or Group before assigning it to a Certification Question. Click and begin typing the name of the Security Group in the blank field. As the first few letters are typed, the Groups are filtered making it easier to find and select the desired Group. Once the Group is selected, click CTRL and Double Click. This will enter the correct name into the appropriate field.

Settings

Scenario Type Name

The rule group can be made available to a specific Scenario Type or to all Scenario Types.

Order

The order in which the questions will appear to the user.

Name

A descriptive name given to the question.

Category

A drop down list of question types or categories. Select the best option for the question type.

Risk Level

Assign a risk level to the question. This will dictate the importance of the question as it pertains to being answered correctly. 

Frequency

This option will dictate how often the question is required to be answered and when it will appear to the user. 

All Time Periods

This displays the questions every period

Monthly

This displays the questions every month. If this is for a weekly application, they will display the last week of each month.

Quarterly

This displays the questions for every quarter, or four times a year.

Half Yearly

This displays the questions two times a year; once in June and December.

Yearly

This displays the questions once a year in December.

Member Filter

This turns on the Frequency Member Filter. Filters can then be defined in that section.

Frequency Member Filter

This only becomes available when Member Filter is chosen in the Forms Frequency options above, otherwise this will be gray. The purpose of this option is to allow the ability to filter by time.

Question Text

This is the question the user will answer. The question should be phrased to illicit a Yes or No response. The user is given a field to explain his/her answer in free text.

Response Optional

Check this box in order to make the question optional.

Deactivated

This will deem the question not active and it will not appear to the user any longer. All historical responses will be preserved if the question is not deleted.

Deactivated Date

Select the date the question was or is to be deactivated.

TIP: By right clicking on any line item, a user can insert or delete a row, save, or export data.