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1. Decision Matrix Overview   
Page last modified on Friday, February 8, 2019 8:29 AM (by Nash DeVita) (initially created on Friday, February 8, 2019 8:17 AM)
Assigned to: Decision Matrices
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Decision Matrix Overview

CobbleStone’s Decision Matrix is a tool that can be used to assist users to perform actions within the system such as select the correct Record Type. The idea behind Decision Matrices is to develop a series of questions and answers and based off the answers provided and selected, a recommended ending response appears.

 

A System Admin user can create decision matrices. Navigate to Manage/Setup - Surveys and Questionnaires - Decision Matrices Setup for the setup page.

 

On the Decision Matrix List screen, an admin can view a list of any decision matrices already created. Click Decision Matrix Form for the needed line item to view and edit the existing matrix.

 

An admin can also click Add a New Decision Matrix to add a new matrix.

 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.