9.2 Modifying Questionnaire Process Linkage

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

To modify the questionnaire process linkage detail, the linkage record must be in an authorized state. The unauthorized 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 Process Linkage. Under Questionnaire Process Linkage, select View Questionnaire Process Linkage.
    The View Questionnaire Process Linkage screen is displayed.

    Figure 9-2 View Questionnaire Process Linkage


    Description of Figure 9-2 follows
    Description of "Figure 9-2 View Questionnaire Process Linkage "

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

    Figure 9-3 View Questionnaire Process Linkage - List


    Description of Figure 9-3 follows
    Description of "Figure 9-3 View Questionnaire Process Linkage - List"

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

    Figure 9-4 View Questionnaire Process Linkage - Search


    Description of Figure 9-4 follows
    Description of "Figure 9-4 View Questionnaire Process Linkage - Search"

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

    Table 9-2 View Questionnaire Process Linkage - Search

    Field Description
    Auth Status Select the authorization status of the questionnaire process linkage record. The available options are:
    • Authorized
    • Unauthorized
    Record Status Select the status of the questionnaire process linkage record. The available options are:
    • Open
    • Closed
  6. Click Search.
    The questionnaire process linkage records that match the search parameters are displayed.
  7. In the View Questionnaire Process Linkage screen, click the refresh icon to refresh the linkage record list.
  8. Click the add icon to define new questionnaire process linkage.
  9. Click on the action icon in the required record and select Unlock.
    The Questionnaire Process Maintenance screen is displayed in edit mode.
  10. Modify the required details.
  11. Click Save.
    The questionnaire process linkage details will be modified upon authorization.

Parent topic: Questionnaire Process Linkage