How to add and manage answer sets?

How to add and manage answer sets?

Answer sets are a pre-set list of answers used for checklist creation. This is to facilitate and streamline the service report submitted by your technician while performing the routine jobs.

To add answer sets

1. Select Answer Sets under Setup from the Menu.

2. Input the Answer Sets name.
3. Click on the Add New Answer Set button.
4. When the answer set is successfully added, a success message will appear below the page title.

5. Input the Option name and score and click on the Add button.
6. The options will appear in the table.
7. When the option is successfully added, a success message will appear below the page title.
8. Repeat step 5 to create other options. Then, click on the Save button.

To manage answer sets

1. Select Answer Sets under Setup from the Menu.

2. Select the answer sets from the List of Answer Sets that you would like to edit.
3. To add a new Option name and score and click on the Add button.
4. To delete the Option, click on the cross button under the Delete column.
5. Upon completion of the amendment of answer sets, click on the Save button.
6. When the answer set is successfully updated, a success message will appear below the page title.

More on this topic

• For step-by-step guides to using the Setup, see Set Up.