7.2 Modifying Questionnaire Details

This topic provides systematic instructions about the procedure to modify a questionnaire record.

To modify any questionnaire detail, the questionnaire details record must be in an authorized state. The unauthorized questionnaire details record can be modified only by the user who created the record.

1. From Home screen, select Credit Facilities. Under Credit Facilities, select Maintenance.
2. Under Maintenance, select Questionnaire Details. Under Questionnaire Details, select View Questionnaire Details.
   The View Questionnaire Details screen is displayed.

   Figure 7-5 View Questionnaire Details

   
   

   
   Description of "Figure 7-5 View Questionnaire Details"

   
   
3. Click the list view icon at the top right corner to change the table view to list view.
   The View Questionnaire Details screen is displayed as shown below.

   Figure 7-6 View Questionnaire Details - List

   
   

   
   Description of "Figure 7-6 View Questionnaire Details - List"

   
   
4. Click the search icon to search the required questionnaire details record.
   The search bar is displayed as shown below.

   Figure 7-7 View Questionnaire Details - Search

   
   

   
   Description of "Figure 7-7 View Questionnaire Details - Search"

   
   
5. Select the status of questionnaire details record based on description in the following table.

   Table 7-4 View Questionnaire Details - Search - Field Description

   Field	Description
   Auth Status	Select the authorization status of the questionnaire details record. The available options are: Authorized Unauthorized
   Record Status	Select the Record Status of the questionnaire details. The available options are: Open Closed

6. Click Search.
   The system displays the Questionnaire Details that match the search parameters.
7. In the View Questionnaire Details screen, click the refresh icon to refresh the questionnaire details record list.
8. Click the add icon to define new questionnaire.
9. Click on the action icon in the required record and select Unlock.
   The Questionnaire Details Maintenance screen is displayed in edit mode.
10. Modify the required details.
11. Click Save.
    The questionnaire details will be modified upon authorization.