If you subscribe to ftwPortal Pro, but not the Compliance Software, you are able to go to the Admin Menu > Portal Settings to click on 'Default Online Annual Questionnaire' to edit the global default Online Annual Questionnaire. This default will populate when first adding a questionnaire to a plan.
To add the Online Annual Questionnaire to a plan, you must first select a company and a plan. Then, click on Portal Module. Once in the Plan level dashboard, select the Module Options Link> Admin Options> Online Annual Questionnaire:
Once you make this selection a new window will populate to either select an existing year from the dropdown to edit, or create a new year end and selecting Edit Questionnaire:
If entering a new year end you will be prompted to complete the data information and then select the ‘Add Year End’ button:
You will be directed to the Portal Files screen where you will be able to Edit/Publish.
Once you click on the link, the default Online Annual Questionnaire will display. You will be able to modify the questionnaire, add plan document questions, etc.
Once prepared, select to ‘Publish to Portal’ checkbox and ‘Save’ the questionnaire. This will be the trigger to adda Portal user and invite the user to complete the questionnaire within the Portal. Use the breadcrumbs in the upper left corner to return to the Portal Files page:
Here you will see the Online Annual Questionnaire available to review, change or remove. You will now need to add a portal user to the plan and add or alter the Online Annual Questionnaire permissions. By selecting the Edit Portal Users link:
You will need to select the user from the dropdown, and set permissions:
Once the Portal User is added you will be able to select the ‘Invite User to the Portal’ link and a new communication will populate with the classification and OAQ email template selected to invite the user to complete the Online Annual Questionnaire.
