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Interview Wizard

Interview Wizard:

The interview wizard is framework the RestEasytm organizer uses to present a series of questions (or questionaire) to you. The wizard starts the questionaire automatically once you create a profile. It guides you through a series of information pages, categories and questions related to the data that can be gathered for generating the RestEasy Lettertm. The wizard will keep track of which questions you have answered and where you stop as you progress through the questionaire. You can exit the application when ever you like and continue where you left off once you login.

The major benefit of the interview wizard is that it guides you through the process of completing the RestEasy Lettertm rather than presenting a blank page for you to fill out. Each question in the questionaire prompts you for specific information relevant to the purpose of the letter. The questions provide examples and explains why the information is important. You can skip questions or categories not relevant to you, or revisit them later. The Question Status page works hand in hand with the wizard to track which questions you have answered and allows you to jump directly to a question or category.

Categories

The questions are organized by the categories below. Each category represents a unique type of information that is useful in some way. Please explore each category to see the type of information it will contain.

Contacts

Contacts is where you record people contact information or phsyical addresses. Information here should be relevant to someone managing your affairs if something were to happen to you. This information should include relatives, family members, consultants and organizations. The contacts you provide here can also be associated with other category information such as accounts or properties.
Accounts

This category is where you record your physical accounts such as bank and financial accounts. Providing this information helps insure that your accounts are managed properly. Without this information it may be months or longer before your family can determine this information.
Passwords

This category helps you record information like access to online accounts, security access codes usernames, passwords and more. Instead of trying to maintain the same username and password for numerous accounts, you can record the unique security information here. No more forgetting your logon information.
Item Location

The purpose of this category is to record those key items that only you may know the location of. Some examples are keys, where they are and what they belong to. Items recorded here are those you are least likely to relay to others during a time of crisis. However, this information may be the most crutial to your family if you are gone. Other examples include where important documents such as your will, power of attorney etc. are located.
Assets

Assets are simply that. This category lets you record your assets so that your family is aware of them and can protect them in your absence. Assets include any sources of income that may be crutial to your family. Other valuable assets such as antiques could be lost or sold without your family ever knowing it's true worth.
Debts

Like assets its crutial to your family to understand your current debts or obligations so that they can be handled properly and promptly. Without this information your family could unnecessarily incure fees or expenses simply because they did not know. Use this category to record debts such as mortgage, loans credit cards, insurance premiums and more.

Questions

Each question of the questionaire consist of two parts. The first part is simply an explaination of the information being requested, why it is relavant and some examples. The second part is a page uniquely designed to record just that information. For example, the question asking for bank accounts will allow you to record just those accounts. There are other types of accounts you can record, but they will be filtered out for this view. When you go the the Account Manager, keeping with the currently example, you will be able to view and modify all the account types in one editor. You can also view them by sub-category such as by Bank Accounts.

You can click this link to view and print out a hard copy of the questionaire RestEasy Questionaire.rtf. The questionaire is located in the PDF directory of the application installation.

Adding Information

Information in RestEasy is presented in either a form or a table. To add information to a table simply click on an empty row and start filling out the fields. To modify a row, double click the field you want to modify. It will become editable and allow you to change the content. Some fields on a row may present an option list with limited selections to choose from. When you are finish click the Save button to save your changes. If you make a mistake editig a table, you can click the Reset button to restore the table to the lasted saved state.

Information Manager will contain a context bar above the table. You can use this menu to filter the table data by sub-category.

Related Topics:

Contacts Manager
Accounts Manager
Item Location Manager
Password Manager
Assets Manager
Debts Manager

Next TopicInformation Managers

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