Mark Williams
suggested this on Jan 27 11:20
It would be very useful to show certain questions when quotes are put on cover such as Interested parties, ERN Number and inception date. The answers to these questions are not always known as the information is entered onto the system but will be known when cover is incepted.
I would suggest that a flag is added to each question called "Required prior to cover" which, when ticked will reshow a question from the standard question set on a new screen when cover is requested. It would also be useful to have questions optional in the quote question set but required on the cover question set. For example, if a client does not know their ERN at quote stage we can still quote and it will not be required until inception. A blank ERN could then trigger a condition to be added reminding the user of it's requirement prior to inception.
Thoughts / comments welcome.
Mark
Comments
I agree, it would make is flow a lot better and stop the 111/1111111 that currently goes in to the ERN question.