This article explains how to reconfigure the Exit Planning module to display your custom Questionnaires or "lite" questionnaires instead of the standard Questionnaires.
Questionnaire configuration is synced across all clients, meaning that changing from the defaults to a custom questionnaire, or any other questionnaire, may effect your ability to locate responses to previous questionnaires prior to the mapping change. If you have recently changed your mapping, and are having trouble locating older client responses, please reach out to support@maus.com for assistance.
To remap the questionnaires attached to the Exit Planning Toolset, first enter "Advisor Settings":
For Custom Questionnaires: Once you have saved your custom questionnaire in the "My Questionnaires" tab, click on the "Module Settings" button. To create custom Questionnaires, please see the article here.
For "detailed" questionnaires: go directly to "Module Settings." You will see the names of the preloaded Questionnaires and the questionnaire that currently maps to each Questionnaire.
Under these drop downs you will be able to choose from the "detailed" or custom questionnaires you created previously. Select the questionnaire you would like to appear in ValueMax for each Questionnaire.
Once you are happy with your selection, scroll back to the top of the page and all the way to the right to locate and click the "Save ValueMax Configuration" button.
Your updated questionnaire configuration is now saved, and will be applied to all current and future clients. If you would like to see previous assessment results provided by clients prior to changing the mapping, you will need to change the configuration back to the previous, or reach out to support@maus.com for more information.