Adding or Editing Questions for a Scheme

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Adding questions for a Scheme so that you can properly identify the risk on any particular quotation is easy.

Adding/Editing Questions – General Process

  1. Log in to SchemeServe as an Adminstrator
  2. Click on the Admin Tab
  3. Click on the Questions Icon
  4. Click on the Scheme you wish to Add Questions to
  5. Click on the Tab you wish to edit/add a question for and add the question (by clicking the Add a Question Link)
  6. Click on the Edit Pages Button to Customise the order of the Pages displayed (drag and drop the pages to order)
  7. Click on the Next Button to Save the Question without publishing it to the Scheme
  8. Click on the Publish to Get Quote Button to publish the question to the Scheme

Video Tutorial

See Also:

Adding a New Question

Adding Validation to a Question

Adding Triggers to a Question

“Simple Ratings” using the Questions Editor