Page Comparison

Editing Fact-Find Basics

To begin editing your Fact-Find navigate to System Settings > Fact-Find Structure(s) 

This page will display a list of the Fact-Find's on your system, and gives you options for each.

• Edit: Allows you to change the name of the fact-find and its status (active, not used, in development). 
• Edit Structure: Where most of the editing takes place. Edit the pages, sections and questions. 
• Edit Fact Find Subsets: Create subsets of your fact-find. Useful for when you wish to show certain parts to certain people. 
• Set Prerequisites: Here you can select whether you want certain requirements to be met before being able to enter a fact-find.

How to edit Fact-Find Structure

This guide will explain the basics of editing the main questionnaire structure of your fact-find. 

The Fact-Find Diagram on this page explains the flow of the fact-find. 

Click Edit Structure to begin. 

Editing Pages

You will now see a list of all the pages on your fact-find. Clicking Edit, will allow you to make changes to the page settings such as:

• Page Title: The name of the page.
• Sequence Number: The order of page against other pages. 
• Repeat this page for every: If you wish for the fact-find to span multiple products, you can set the page and its contents to repeat automatically. (More info on this coming soon)
• Restrict Page: You can set the controls for when the page is displayed.

Click Edit Sections & Questions to begin to edit sections and questions.

Editing Sections

This page allows you to make changes to the Sections of the fact-find and the Questions within them. 

Clicking the Edit Section button will allow you to edit:

• Section Title: The name of the section.
• Sequence Number: The order of the section against other sections.
• Initially Hidden:  This hides the section by default, and it will only appear if a question is answered a specific way. This is done by field effects on questions.
• Move to page: If you decide the section belongs in another page, you can move it by using this option. 
• Repeat this section for every: If you wish for the fact-find to span multiple products, you can set the page and its contents to repeat automatically. (More info on this coming soon)