CobbleStone Documentation Wiki Welcome Guest: 7/20/2024 11:59:17 PM
View for Version
Contract Insight Version:
Version Released On:
Friday, October 8, 2021

search text
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
  Generate Manual Print View
Page Content

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.

Related Wiki Video Tutorials
Page Tags (Keywords)
Files & Attachments
CobbleStone Software |  Contract Insight Wiki |  version:
CobbleStone Software is developed in the U.S.A.