Managing Question Sequence

You can view the default sequence of questions used in a contract template and update the ordering sequence. The sequence controls the order the questions are displayed during document authoring.

Use the following steps to view and reorder the sequence of questions:

Steps

To manage question sequence:

  1. Navigate to the Rules page.

    Navigation: Contract Expert > Rules tab

  2. To view or reorder the question sequence, select a contract template to use to view or update the sequence and then click the View Question Sequence button to open the View Question Sequence page.

    The system displays the questions for both Clause Selection and Policy Deviation rules together. If the same question is used in multiple rules, it is displayed only once. For more information, see About Contract Expert Rules.

  3. Use the Contract Template field to search for and select a template. The system displays the default sequence of questions for the selected template.

    In the Questions area of the View Question Sequence page, the column Displayed During Authoring, when selected, indicates the availability of questions during document authoring. The questions that are not selected belong to inactive rules. To enable these questions, you must activate the rules.

  4. To change the question sequence, click the Reorder button. The system displays the Reorder Question page. To indicate a dependant question, the system shows a character (-) next to the question. Organize the dependent questions in the desired order within the main question.

  5. Use the Up and Down arrows to change the question sequence.

    Note: During authoring, a dependent, lower-level question appears only if a higher-level question is answered. If the dependent question is not properly organized under the higher-level question, the dependent question appears out of sequence in the questionnaire during document authoring. For more information about question dependencies, see Creating Dependencies Between Questions.

  6. Click Apply to save and close the page.

  7. Run the Contract Expert: Synchronize Templates concurrent program to publish the updates to question sequence. You must run this concurrent program manually to enable the changes at run time for document authoring. The concurrent program can finish with either of two statuses: