✔️Build your question set before building any other part of your scheme
You'll need the system IDs for other parts of your scheme so it's best to get these built first
✔️Standardise your system IDs:
- Capitals for each word e.g. StartDate
- Add YN for Yes/no questions e.g. AlarmYN
- Don't include “of” e.g. AlarmType vs TypeOfAlarm
✔️Add a hidden Underwriter page for questions such as:
- Cancellation Reasons
- MTA Reasons
- UMR
✔️Build hidden fields for rates & documents versioning even if you don't need it just yet
This allows for quicker editing down the line
✔️ Build fields for Index Linking if you think your scheme will likely need it in the future
This allows for quicker editing down the line
✔️ Set all your loads & discount fields to loads
This allows you to use “-” in your rating file for discounts making your rating file easier to read
✔️ Use “MP” as the system ID for your MultiPage question
This is what we do internally at SchemeServe as a standardisation
✔️Use radio buttons for Yes/No questions
This normally looks cleaner on your quote journey and is faster than a dropdown when selecting an answer

