This user guide provides step-by-step instructions on how to copy classification questions to R3 using R2. By following these instructions, you can easily transfer classifications and streamline your workflow. There are three steps that you must take. The first step is to create your Question Categories in R3, the second step is to copy the questions to R3, and the last step is to enable the R3 custom questions.
Step-by-Step Guide: How to create question categories in R3
1. Navigate to the main menu and locate the [Selects] menu. Select [Question Categories]. This will take you to the question categories page.
2. On the question categories page, click on [New Question Category] to proceed. If you already have existing question categories, they will be displayed in the list.
3. A form will appear, prompting you to provide a name for the new question category. Enter a descriptive name that accurately represents the purpose or theme of the category. After entering the name, click on the [Create] button to create the question category.
4. Once you have created the question category, a prompt will appear confirming the successful creation. This prompt will acknowledge that the new question category has been successfully added.
5. If you need to create additional question categories, repeat steps 1 to 4 for each one.
Step-by-Step Guide: How to copy classifications to R3 using R2.
1. Go to [Selects A-D >> Classifications] in the main menu and click on [Search]. This will open the classification search page where you can find the desired classification.
2. View the classification you wish to copy over to R3 by clicking on the relevant classification from the search results to view its details.
3. Within the classification details page, locate and click on the [Question Settings] tab. This tab contains the function for copying the classification to R3.
4. Once you are on the [Question Settings] tab, find the [Copy Question to R3] function and click on it. This action will initiate the copying process.
5. A form will appear, prompting you to enter values for specific fields related to the classification. Carefully fill in all the required fields with the necessary information. After completing the form, click on the [Submit] button to proceed.
6. Once the copying process is complete, a prompt will appear confirming the successful transfer to R3. Click the [OK] button on the prompt to acknowledge the confirmation.
7. If you have additional classifications to copy to R3, repeat steps 1 to 6 for each one.
Step-by-Step Guide: How to update the system settings to enable 2020 questions
1. Navigate to the [Admin/Security] section in the top menu. From that menu, select [System Settings]. This will take you to the system settings page.
2. Locate the setting "Enable 2020 Questions" on the system settings page. Hover over the setting, and an [Edit] option will appear. Click on [Edit] to modify the setting.
3. In the editing interface, you will find the Enable field for the "Enable 2020 Questions" setting. Change the value of the Enable field to [true]. After setting the value, click on the [Save] button to save the updated setting.
4. Once you have saved the updated setting, a prompt will appear confirming the successful update. This prompt will acknowledge that the system setting for enabling 2020 questions has been successfully updated.
If you encounter any issues or have further questions, contact our support team for assistance.
Austin Simmons
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