1. To access to CIO Question, select the CPIC Settings from the CPIC menu on the left.
2. Next, select the 'Manage CIO Questions' button option at the top of the list page.
3. To create new entry, select the 'Create CIO Question' button option at the top of the list page.
- Fill out all required fields and select 'Save' button at the top of screen when done.
- To create more than one CIO question, select 'Save and Create' button instead.
- First, create parent question.
- Second, create child question.
4. To include the newly added CIO question to investment, click 'CIO Question' tab on an investment, and select 'Add CIO Question' button option at the top of the list page.
- First, select the newly added parent CIO question from the dropdown and select the ‘Save’ button option from the top of the screen.
- Second, select the newly added child CIO question from the dropdown and select the ‘Save’ button option from the top of the screen.
- The added CIO questions display in 'CIO Questions' tab after saving.
- The added CIO questions also display in 'CIO Evaluations' screen after saving.
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