Navigator Questionnaire
Access the Navigator Questionnaire by selecting Navigator Questionnaire from the View menu.
You can use the Questionnaire to tailor the structure of the Annual Data Navigator to your own needs. Any changes that you make only apply to the currently selected client and the currently selected tax year.
Include - A box
with a tick in it indicates that the relevant folder is currently included
in the structure of the Annual Data Navigator. You can choose to include folders
by highlighting the required folder and selecting
Include from the options box
at the bottom of the window or ticking the box alongside it.
Exclude - An
empty box indicates that the relevant folder is currently excluded from
the structure of the Annual Data Navigator.
You can choose to exclude folders by highlighting the required folder
and selecting Exclude from the
options box at the bottom of the window or unticking the box alongside
it.
Open a folder - Click the select mouse button
once on the plus sign icon 
or double-click on the name of
the folder or the folder icon. The icon changes to a 
icon when the folder has been opened.
Close a folder - Click the select
mouse button once on the minus sign icon or double-click
on the name of the folder. The icon changes to a icon when the folder has been closed.
- Use the and keys to expand and contract
respectively the folders in the Questionnaire.
The key expands/opens the currently highlighted folder.
The key contracts/closes the currently highlighted folder.
-
The and keys scroll up and down through
the contents of each folder and through the folders themselves.
Numeric + - Expands the highlighted folder in the Questionnaire. The contents of the folder are displayed.
Numeric - - Contracts the highlighted folder in the Questionnaire. The contents of the folder are closed and no longer visible.
Spacebar - Use this key or the select mouse button to tick/untick the boxes.
You can also use this options box to include or exclude the currently highlighted folder. The tickbox for that particular folder is either ticked to indicate that the relevant folder is currently included or unticked to indicate that it is not.
Include All - Include all of the folders in the structure of the Annual Data Navigator. All of the boxes in the Questionnaire window are ticked.
Exclude All - Exclude all of the folders from the structure of the Annual Data Navigator. All of the boxes in the Questionnaire window are unticked.