How to assign a question group to a different stage of a workflow

Part of the power of the new question groups data collection tool is the ability to embed these question groups at any stage of a workflow. A question group can be created for any of the following workflows:

• Create Client
• View Client
• Close Client
• Create Group
• View Group
• Create Office
• Create Personnel
• Create Center
• View Center
• Create Savings
• View Savings
• Create Loan
• View Loan
• Disburse Loan
• Approve Loan.

Associating question groups to "Create" workflows

To associate a question group with a "Create" workflow, perform the following actions:

1. On the Admin tab, click Add New Question Group under "Manage Questions."
   

   

2. In the “Add Question Group” page that displays:
   

• Remove the question by clicking the Remove link.
• Add another question by following steps 4-6.

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3. Make the desired changes.
4. Click Submit to save the changes or Cancel to discard the changes.

• If Submit is selected, the changes are saved and the user returns to the "Administrative tasks" page. The changes are reflected on the "View Question Groups" page.
• If Cancel is selected, the changes are discarded and the user returns to the "Administrative tasks" page. None of the changes are saved.

Notes:

• When a question group is created that applies to a "Create" flow, the sections and questions within it can be viewed on the second page of the workflow questions during that entity's creation. The user is expected to respond to the questions on this page. The user will not be allowed to proceed to the next page if the questions have been marked mandatory in the question group definition.
• The question group name is not visible on the capture response page. Only the section headings and the associated questions are visible.
• The sections and questions that belong to that question group are also visible on the "Review and submit" page during client creation. The responses to the questions are also visible here.
• The "Edit additional information" button on the "Review and submit" page lets the user edit the response to the questions that belong to the question group.
• The questions and the associated responses can be viewed by clicking the "View Additional Information" link on the client details page.
• The responses can be edited if the "is response editable" field was set to "yes" in the question group definition. The responses edited and saved are versioned.
• For the "Create Loan" workflow, the loan product has this question group applied for it to be available.

Associating question groups to "View" workflows

To associate a question group with a "View" workflow, perform the following actions:

1. On the Admin tab, click Add New Question Group under "Manage Questions."
   

   

2. In the “Add Question Group” page that displays:
   
   1. Enter a question group title in the "Question Group Title" text box.
   2. In the "Applies To" text box, select a "View" workflow.
   3. If the response will be editable, indicate this by clicking on the checkbox. Leave it unchecked if the response will not be editable.
   4. Keep the default section heading that is displayed in the text box or enter a new section heading.
   5. Check the appropriate radio button to indicate whether an existing and/or new question will be added to the section.

      

   6. Select the desired question or create a new question.
   7. Click Add Questions to post the question.
   8. After the question is completed:

• Remove the question by clicking the Remove link.
• Add another question by following steps 4-6.

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• Click Submit to save the changes.

• Associating question groups to "Approve loan" workflow

  To associate a question group with the "Approve loan" workflow, perform the following actions:

  1. On the Admin tab, click Add New Question Group under "Manage Questions."
     

     

  2. In the “Add Question Group” page that displays:
     
     1. Enter a question group title in the "Question Group Title" text box.
     2. In the "Applies To" text box, select Approve Loan workflow.
     3. If the response will be editable, indicate this by clicking on the checkbox. Leave it unchecked if the response will not be editable.
     4. Keep the default section heading that is displayed in the text box or enter a new section heading.
     5. Check the appropriate radio button to indicate whether an existing and/or new question will be added to the section.

        

     6. Select the desired question or create a new question.
     7. Click Add Questions to post the question.
     8. After the question is completed:
  • Remove the question by clicking the Remove link.
  • Add another question by following steps 4-6.

  • 

• Click Submit to save the changes.
• Click the Clients & Admin tab.
• Enter a Client or Group name and click Search.
• In the "Results" page, select the desired client.

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• Under "Account Information," select Loans next to "Open new account:"

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• In the "Loan account information" page, select a loan instance name in the text box menu and click Continue.

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• In the page that displays, complete the necessary fields and select Preview.

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• Review the payment schedule in the "Review installments" page and click Preview.

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• In the "Preview loan account information" page that displays, review the loan information and select Submit for approval.

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• In the confirmation page that displays, click View Loan accounts now.

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• Click Edit account status.

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• In the account status page that displays:
  1. Select Application Approved.
  2. Enter a note in the "Note" text box.
  3. Click Preview.

     

• Complete the survey that displays and select Continue.

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• In the "Confirm status change" page, check the "Client has completed loan survey" checkbox and select Submit.

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  Associating question groups to "Close" workflows

   

  To associate a question group with a "Close" workflow, perform the following actions:
  
  1. On the Admin tab, click Add New Question Group under "Manage Questions".

  

  2. In the “Add Question Group” page that displays:

    3. Enter a question group title in the "Question Group Title" text box.
  4. In the "Applies To" text box, select a "Close" workflow.
  5. If the response should be editable, indicate this by clicking on the checkbox. Leave it unchecked if the response should not be editable.
  6. Keep the default section heading that is displayed in the text box or enter a new section heading.

  
  

   
  5. Check the appropriate radio button to indicate whether an existing and/or new question should be added to the section.
  6. Select the desired question or create a new question.
  7. Click Add Questions to add a new question. Below you will see a list of questions which you added.
  8. After the question is completed, the user may:
  Remove the question by clicking the Remove link on the question list.
  Add another question by following steps 6-8.
  If you completed with all questions, click Submit to save changes and add Question Group to “Close” workflow.
  

  Associating question groups to "Disburse Loan" workflows

  
  To associate a question group with a "Disburse" workflow, perform the following actions:
  
  1. On the Admin tab, click Add New Question Group under "Manage Questions".

  

  2. In the “Add Question Group” page that displays:
  

   

   
  3. Enter a question group title in the "Question Group Title" text box.
  4. In the "Applies To" text box, select a "Disburse" workflow.
  5. If the response should be editable, indicate this by clicking on the checkbox. Leave it unchecked if the response should not be editable.
  6. Keep the default section heading that is displayed in the text box or enter a new section heading.
  

  
  

  6. Check the appropriate radio button to indicate whether an existing and/or new question should be added to the section.
  7. Select the desired question or create a new question.
  8. Click Add Questions to post the question.
  9. After the question is completed, user may:
  
  

  • Remove the question by clicking the Remove link.
  • Add another question by following steps 4-6.
  • Click Submit to save the changes.
  • Click the Clients & Admin tab.
  • Enter a Client or Group name and click Search.

   

  • In the "Results" page, select the desired client.
    
  • Choose a loan with Application Approved status.
  • In Transactions section click on Disburse loan link.
  • In the page that displays, complete the necessary fields and click on Review Transaction button.

  
  

   You will see a Question Group, which you previously added to Disburse flow.

   

  Complete all necessary information and click Continue and  Submit.
  

  Associating question groups to multiple workflows

  
  You may add a new Question Group to multiple flows ant one time. To do it, follow instructions below:
  
  1. On the Admin tab, click Add New Question Group under "Manage Questions".

   

  1. Enter a question group title in the "Question Group Title" text box.
  2. In the “Add Question Group” mark all items in Applies to field.
  
  Note: If you mark Create Loan, then an additional checkbox will appear. Click on checkbox if you want to add question group automatically to all loan products. If you don't select this checkbox, then you need to associate Question Group manually during every Loan Product creation or edition.
  
  3. If the response should be editable, indicate this by clicking on the checkbox. Leave it unchecked if the response should not be editable.
  4. Keep the default section heading that is displayed in the text box or enter a new section heading.
   

   

  5. Select the appropriate radio button to indicate whether an existing and/or new question should be added to the section.
  6. Select the desired question or create a new question.
  7. Click Add Questions to post the question.
  8. After the question is completed, the user may:
  

  • Remove the question by clicking the Remove link.
  • Add another question by following steps 4-6.