Manage Answer Sets

Admins can Manage Answer Sets from the Data Capture page of Process Library (SaaS)

Answer Sets enable Admins to create a set of answers which can be used for all dropdown properties - Map Properties, Deliverable Properties and Activity Properties - meaning you do not need to manually add a set of answers each time you create your Properties. For example, you can create the Answer Set 'Yes or No' which can be used every time a property requires the answer Yes or No.

To Manage Answer Sets go to the Data Capture page:

• If you are in the Library section of Process Library (SaaS) click the Admin button at the top right of the screen.
  
• To return to the Library click the Library button at the top right of the screen.
  

• Click on the Data Capture menu option in the Admin section of the menu on the left hand side of your screen.
• Click Manage Answer Sets.  

• From here you can:
  • Add a New Answer Set 
  • Edit an Answer Set
  • Delete an Answer Set

Add New Answer Set 

• To add a new answer set click the Add New Answer Set button at the top of the screen. 
  
• Type the name of the Answer Set into the 'Name' field and click Add, you will be taken back to the list of Answer Sets.
  
• To continue creating your Answer Set, find the Answer Set you have just created from the list view and click the Edit button next to it. 
  
• To add an answer to your answer set click Add New Answer.
  
• Type one of the answers into the 'Answer' field and click Add, you will be taken back to the 'Edit Answer Set' screen. 
  
• Continue to add your Answers using this method until you have added all the Answers you need. Once you have added all your Answers you can use the arrows to change the display order of your Answers in the dropdown list.
  
  
  

Edit Answer Set

• To edit an Answer Set, find the Answer Set you wish to edit from the list view and click the Edit button next to it. This will take you to the 'Edit Answer Set' screen.
  
• From the 'Edit Answer Set' screen you can add a new answer to the answer set by clicking the Add New Answer button, or change the display order of your answers in the dropdown list using the arrows.
  
• To change or delete an existing Answer click Edit next to the Answer you would like to update.
  
• To update an answer type your new answer into the 'Answer' field and click Update. 
  
• To delete an answer click Delete.
  
• You will be asked to confirm your deletion, click Confirm Delete to do so, you will then be taken back to the Edit Answer Set screen. 
  

Delete Answer Set

• To delete an Answer Set, find the Answer Set you wish to delete from the list view and click the Edit button next to it. This will take you to the 'Edit Answer Set' screen.
  
  
• Click Delete to delete the Answer Set. 
  
• You will be asked to confirm your deletion, click Confirm Delete to do so, you will then be taken back to the Answer Set list view.