If you've been assigned a questionnaire, when you log in, you will see your Questionnaires listed. We can help you complete the questions.
It's easy to get started. Just choose a questionnaire from your list and choose View Questions from the Quick Actions menu, answer questions and submit your completed questionnaire.
You will see the list of sections, subsections, and questions in your questionnaire. In top right you will the status along with the information about when the questionnaire was last updated.
If you're an assigned user, you'll see all questions. If certain questions were delegated to you by an assigned user, you'll see only those questions. Filter your questions to display All, Flagged, Unanswered or Delegated questions.
Depending on the question, type of answers could be yes or no, select a date, choose among multiple answers, type a text response, etc.
When answering a question, you may need to add comments, attach files or identify related assets to corroborate an answer to a question. To do this, use the respective tabs in the question.
Yes, you can delegate questions and even sections or subsections of a questionnaire to other users. For example, if a questionnaire assigned to you includes questions that someone else is better qualified to answer, you can delegate those questions to that person. You can delegate questions or sections to only those users who are in your company and have the same company name.
We'll send an email invitation to the users you delegate it to with a secure link and login instructions to answer their questions.
To delegate a single question click for that question, select a user and click Delegate. To delegate a section or subsection, hover over the section and click Section Delegation.
Once delegated, the delegate button changes to for that question or all questions in the delegated section. Just hover over to view who the question is delegated to.
If the questionnaire's workflow includes a review or approve stage, it is not complete until all questions are reviewed or approved by you or a assigned user. As you hover over each question, you'll see Approve and Reject buttons in the right corner.
Once you have marked all questions as either approved or rejected , you can submit the questionnaire.
If you've rejected one or more answers the questionnaire will be returned to the responding user. This user will have to correct the rejected answers and resubmit the questionnaire. If you've approved all questions, the questionnaire goes into its next state according to its workflow - either closed or for approval.
Only if the workflow includes an approval stage. If yes, the questionnaire remains active and needs to be approved in order to be closed. Choose View Questions and from the top right choose either Approve or Reject.
You can submit your questionnaire when all questions are answered - including all delegated questions. Once all questions are answered, the header shows Unanswered (0) and Delegated (0), click Submit to send the questionnaire to its originator.
All questions must be answered before you submit your questionnaire. If you receive an error message when you click Submit, one or more delegated questions may still be unanswered.
Tip - Use the filter buttons above questions to see the unanswered and delegated questions.
You can also save your work on a questionnaire and resume at any time. Just click Save & Exit in the top right corner of the questionnaire.
One or more of your answers may have been rejected by a reviewer. Go to the questionnaire in your list, and use the Unanswered filter to display the questions that need to be addressed.