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Export an Assessment for Offline Answering

Currently, users on the platform can export any active assessment in Excel or PDF format to answer offline. Users can also use the assessment export option to create offline records, share results more widely within their organizations, and quickly reuse answers.

Please Note: Issues must be responded to and answered from the platform as they are not part of the actual export template. Responding to issues is currently not supported for answering offline. 

This article will cover the following topics:

Exporting an Assessment

1. Select the intended partner from the Partner Space and navigate to the Assessments Screen, Active Assessments tab. Then, click the 3 dots in the Actions column and select Export as shown below.

exporting an assessment for offline answering 1.png

2. Alternatively, in the Assessment Answering Screen, click on Export as shown below.

exporting an assessment for offline answering 2.png

3. Select the individual question(s) you intend to export using the checkbox(s) as shown below.

exporting an assessment for offline answering 3.png

Please Note: You can optionally select all questions with the top checkbox or by section using the section checkbox.

4. Click on the dropdown field to select your desired export file type. 

exporting an assessment for offline answering 4.png

Please Note: Currently, only PDF and .xlsx file types are supported for export.

5. Once selected, click Export to confirm your selection as shown below.

exporting an assessment for offline answering 5.png

6. In the Email All Files Window, click the Export button to finalize your exported questionnaire. You will receive an email notification with a link to download the file.

exporting an assessment for offline answering 6.png

Please Note: For multiple-choice questions, the maximum number of answer options available in an export is 250. Any options more than 250 will not be shown in the export and must be selected in the UI.

Importing Offline Answers

Once you have completed your offline answers for the assessment, you can then import said offline answers. Please see our help article for a complete walkthrough on importing offline answers: Import Offline Answers in an Assessment

Please note: PDFs may default to open by the browser's PDF Viewer, however some answer types and features are not available for answering in this view. We recommend opening and answering assessments offline using Adobe Acrobat Reader which will have most answering capabilities available.