How to Create and/or Access a Custom Questionnaire

  1. Access your client list, and select “Advisor Settings” on the left hand menu
    Navigate to the “My Questionnaire Tab”
  2. Chose whether you would like to amend an existing MAUS Questionnaire, or create a new one from scratch:
  3. To amend an existing MAUS Questionnaire, select the questionnaire via left clicking it in the “Your Subscriptions" section of the screen
  4. Select “Save As” and rename the questionnaire. This will open the editor tool.
  5. Your new questionnaire will now display under the left hand “My Questionnaire" window where you can edit it further as needed.  Highlight it via left clicking and press “Edit My Questionnaire” to open the Questionnaire editor.
  6. To create a new questionnaire from scratch select the “New Questionnaire” prompt which appears on the top right hand side of the “My Questionnaire” window. This will deliver you to the questionnaire editor window where you can begin editing your questionnaire.