How can I add roles to my questionnaires?
Adding Roles to your Questionnaires
You can add as many roles as needed for each type of questionnaire in your workspace. After adding a role, you can customize it by editing the role title, enabling a “split” to capture responses for both clients and spouses separately, and adding a custom description that will appear in the Client Decisions Summary export.
To add roles follow these steps:
-
Go to Settings > Customization > and Open your Questionnaire.
- Then move to the Roles tab of the customization screen.
- From here you can add more Roles by clicking on Add Role.
- Add a Role Title, set an Order, determine if it "splits", and optionally you can add a custom description for each role in the Client Decisions Summary export. After adding the details hit Save.
Check out the related articles which explain how to properly assign contacts and manage their order for each role in your questionnaire.
Frequently Asked Questions
How many roles can I add?
As many as needed, for each type of questionnaire in your workspace.
What does the split option do?
It captures responses for both clients separately, for example a power of attorney choice for client 1 and for client 2.
Where does the custom role description appear?
In the Client Decisions Summary export, next to the role, when you choose to show the role on that export.