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04-11-2025 10:32 AM
Hello,
I was wondering how I can trigger a Policy Exception Questionnaire. I have created the Questionnaire in the Exception Questionnaires, but what do I do next to trigger them and now do I see that on the Policy Exception?
Thanks,
M.
Solved! Go to Solution.
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Policy and Compliance Management
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04-12-2025 11:43 AM
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04-12-2025 11:36 AM
- 1. Create a Policy Exception:Navigate to the Policy Exceptions module and create a new record.
- 2. Assign the Questionnaire:On the Policy Exception record, there will be a field or section to associate an Exception Questionnaire with it.
- 3. Trigger the Questionnaire:Once the Policy Exception record is saved, and the questionnaire is assigned, the questionnaire will be triggered and available to be completed.
- 4. View the Questionnaire:You can then navigate back to the Policy Exception record and view the completed questionnaire (if it has been completed).If my response helped please mark it correct and close the thread so that it benefits future readers.
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04-12-2025 11:43 AM
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07-28-2025 01:20 PM
I've created the Assessment, but I am unable to add it to the Related list. Which Related List should I add to see the assessment?
Thank you.
M.