Questionnaire

In Q2 Origination, a questionnaire created on the Application object can be added to any application. Similarly, a questionnaire created on the Party object can be added to any party.

Prerequisites

Before you proceed to add a questionnaire, ensure that the following prerequisite is met:

• The questionnaire definition is configured.
  

  To know how to configure a questionnaire definition, see the Questionnaire Configuration section in the Q2 Origination User Guide.

Steps

To add a questionnaire:

1. From the Questionnaire Name list, select the questionnaire to begin answering questions.

2. Expand the predefined sections and specify the required answers for the predefined questions.

3. Select .

   • On successful submission, a window appears with the message "Submitted Successfully!".

   • An error message is displayed if all the required questions are not answered.

4. Select Okay.