The miss-selling check list is attached to a claim, dependent on a claim type, and actioned by:

1: Clicking Questionnaire in a client's claim form.

2: Mis-Selling Checks

1: Click Admin on the Menu.

2: Click Claim Types on the drop down menu - the Claim Types window will open.

1: Select the Claim Type that requires change.

2: Click Edit - The Claim Types Edit window will open.

1: Click Mis-Selling Checklist on the menu - The Mis-Selling Checklist will open.

1: Type your Questions in the order that you would like them. They should have Yes/No answers.

There are 30 available fields.

1: Click OK to SAVE changes.

Or

2: Click CANCEL to ABORT changes.