Configuring Questions

Questions includes the questions, with a tab for each role, such as Preparer, Reviewer 1, Reviewer 2..., Service Administrator, Power User, Viewer.

Questions can be configured as optional or required. Questions for Preparers and Reviewers can be required and must be answered before the reconciliation can be submitted for review or approved. Questions assigned to Service Administrators, Power User, User, or Viewer, cannot be configured as required.

Note:

If Questions were not configured for the format, then this section is not visible.