Who is this article for?

Users managing answer sets.

Client Access is required.

Answer sets in Ideagen Disclose are groups of logically related hypotheses that the system generates to explain a situation or event. The answer set is split into two distinct sections. The first is the tailoring section which will ask entity specific questions, the second is the main checklist. The following article will explain how to manage answer sets.

1. Starting an answer set

Once you have created the answer set, select Start and this will take you into the answer set to begin answering questions.

2. Resuming an answer set

1. From the answer sets home page, place the mouse over the answer set you wish to resume and select the down arrow icon  .
2. Then, select the Resume option if it is still at the tailoring stage or Answer if you are at the main checklist stage.

3. You can also assign the answer set to a client and resume the checklist from your home screen.

Note: If you have selected per section answering and you are at the stage where the main checklist is to be answered, you will need to select the answer section(s) option to resume the checklist.

4. A pop up box will appear where you can select which section(s) you wish to resume.
5. You can also assign sections to a client, see Managing clients for more information.

3. Deleting an answer set

1. From the answer sets home page, place the mouse over the answer set you wish to delete and select the down arrow icon  .
2. Select the Delete option if you are the owner and the status is not started or tailoring in progress, and no reviews have been performed.

4. Roll forward

When a checklist has been signed off and all reviews have been completed, you have the option to roll forward some of the data for the next accounting period.

1. From the answer sets home page, place the mouse over the answer set you wish to resume and select the down arrow icon  .
2. Then, select the Roll Forward option.

Note: The new period end will default to one year later, but this can be amended if you have an upcoming short or long accounting period. You can then decide what answers you wish to roll forward.

3. The options allow you to roll forward the answers to tailoring, the main section, the comments, or any combination of the above, or nothing.  On roll-forward you have the ability to change the accounting period end date for short or long accounting periods.
4. If you roll forward nothing this will be a blank file ready for next year.
5. You can also add or amend sign offs if you wish the rolled forward checklist to be reviewed.
6. Once you have selected Roll Forward You will then be taken back to the answer sets screen where you will see the rolled forward checklist.
7. The status will show as Not Started.

Note: If you resume the checklist, you will see that all the answers and comments you selected to be rolled forward are included.

8. If you have rolled forward the tailoring answers, you will still need to complete tailoring by selecting the Tailoring Complete button.  You may need to answer additional questions and any reviews will also need to be completed.
9. If you have rolled forward the main checklist answers you still need to complete the checklist by selecting the Complete Answering button. You may need to answer additional questions and any reviews will also need to be completed.
10. If you have rolled forward tailoring and the main checklist you will need to complete both.

5. Further reading

• Getting started with clients and answer sets
• Creating a client
• Managing clients