Create job questionnaires

Practice Admin

Bill questionnaires can be used to enhance the billing process and create additional approval levels for bills. Examples include requiring further information and approval if the bill is over a certain value or the W/O value is over a certain percentage of the total WIP for the client. Questionnaires consist of the question and how it is applied, together with a set of questions attached to the questionnaire.

1. Select Admin > Task Pad from the menu, then select Questionnaires from the System Maintenance section.

2. Any existing questionnaires are displayed in the Administer Questionnaires page. To edit an existing questionnaire, click the name.

   

3. You can preview an existing questionnaire by selecting Preview Questionnaire from the Actions list.

4. To create a new questionnaire, click New Questionnaire, then follow the Create or edit questionnaires instructions. If you want to edit the questions in an existing questionnaire, select Edit Questionsfrom the Actions list, then follow the Create or edit questions for questionnairesinstructions. 
5. You can also set whether the questionnaire is for single or recurring use, together with whether the questionnaire requires approval. See Set questionnaire properties.