Attaching questions to contracts

There are two methods to attach a question to a contract. You can add a question directly, or you can use the helper list.
  1. Select Manage Contracts.
  2. Select a contract.
  3. On the Question List tab, click Create.
  4. Specify this information:
    Question Text
    Provide the text for the question.
    Response Type
    • Text: Descriptive text
    • Number: Numeric value
    • Date: Date format
    • List: Multiple choice answer You can provide the answers after adding the question.
    • Yes No: Yes or No answer
    • Yes No Text: Yes or No answer with additional descriptive text
    • Rebate: Rebate types are used as answers. You can link to other rebate information
    Allow Response Attachment
    Select this check box to allow a file to be attached to the question. For example, a file may contain a price list in a Microsoft Excel spreadsheet.
    Attachment
    Add an attachment.
  5. Click OK.
  6. You can create a new question for the contract using the Helper List
  7. Click the Helper List button.
  8. Select a question to attach to the contract and click Attach Question To Contract.

    The questions that you attached to the contract are also displayed on the Questions And Answers tab. Each attached question may not require an answer to activate the contract.

    Questions that are marked with an asterisk: require an answer before the contract can be activated or before the contract can be released, if terms are associated with the question.

    Questions that are marked with two asterisks: Require a correct answer before the contract can be activated or released, if terms are associated with the question.

    If a required question is not answered, then it is displayed on the Unanswered Required Questions tab. If a required question is answered incorrectly, and it requires a correct answer, then it is displayed on the Incorrectly Answered Questions tab.