Enquiry Designer
The enquiry designer allows users to define sets of questions for any case type created within Luna.
The questionnaires are both dynamic and powerful they provide:
- Agents/file handlers with a set of essential questions they can ask clients.
- They act as core required data form the client.
- They are accessible to via the user interface or via the Rest API enabling multiple methods that they can be completed with.
- Each question with a an ID set also becomes a template tag.
The designer provides users with the ability to define a wide of field types and requirements for the consistent data.
Common attributes on all fields
| Question attribute | Description |
|---|---|
| Agent Telephone Script | Use this field to provide a script file handlers/agents can use whilst speaking to the client. |
| Question | The question being answered. |
| Required? | Set this is a required question. |
| Agent Notes | Additional notes to the file handler/agent regarding the question; this could be details that should be considered when gathering information. |
| Template value selection | Advanced use case; see note below. |
| ## Field types |
Info
The designer provides the tools for users to set specific data requirements; for example if an answer is required to be a number, the designer allows that. If an answer requires the user select a value from drop down the designer enables this.
The following fields types are available:
| Field type | Description |
|---|---|
text |
Short-form free text answers/values. |
number |
Enforce answers/values to use numbers. |
select |
Enforce answers/values to use a value from predetermined list of valid values. |
multicheck |
Enforce answers/values to use one or more values from predetermined list of valid values. |
textarea |
Long-form free text for long answers/values. |
date |
Enforces answers/values to use a valid date format. |
Text field
Number field
The number field can be used for claim value estimation. It allows you to combine the values from multiple "number" inputs to perform a calculation.
Set "Use in Claim Value Calculation" to yes which reveals the "Calculation Type" field with options:
- base
- subtraction
- addition
- multiplication
- division
Select and Multi-select
Text Area
Date selection
Advanced field use cases
Questionnaire values as Template tag values
You may wish to style some questions in a yes/no format to confirm some action or thing was carried out but require the answer to be a specific value.
For example; if yes then the answer is a block of text. If no then no value is supplied.
This results in the template tag for this style of question/answer being able to include specific blocks of text or values if something has been confirmed.
Example Enquiry demonstrating how this questionnaire would appear.
Once a Enquiry Questionnaire has been configured; the questionnaire data is loaded once the case type is set.
For Enquiries submitted through the Rest API the case type can be set within the payload for a new enquiry.
If the use is creating a new enquiry/case manually; the user sets the case type and the questionnaire data is loaded.
The "At a glance" section under a new Enquiry will prompt users to select a case type:
Example New Enquiry with the Enquiry Questionnaire loaded.
File handlers should use the questionnaire to guide them through communication with the client and gather the required information.
