When your partner sends you an assessment to answer, you can submit your responses through an editable PDF or Excel. This process involves exporting and re-importing the assessment from the platform allowing users to respond offline.

Please note: The BNM360 Solution now has the option to download and import the AFME Standard template. This is an Excel format defined by AFME to streamline data portability. This feature is not available by default, please reach out to your Account Manager or contact Support to enable this feature for your organization. If enabled, users will have the ability to download the readily available AFME Standard template, and the system will automatically recognize the AFME Standard template on import. 

This article covers the following topics: 

• Navigating to Active Assessments
  • From Partner Space
  • From Email
• Export Assessment
• Answer and Import Offline Assessment Answers
  • Adding Offline Answers
  • Importing Offline Answers
• Offline Answering Notes/Tips

Navigating to Active Assessments

From Partner Space

1. From the Assessment Module, navigate to the Active Assessments Screen and select an assessment as shown below.

From Email 

1. Navigate to the assessment from the email by clicking on Get Started.

Export Assessment

1. Click on the 3 dots on the top right of the assessment and select Export.

For full details on exporting assessment, please see our help article Export an Assessment.

Answer and Import Offline Assessment Answers

Adding Offline Answers

1. Once the download is complete, users can add their answers offline through PDF or Excel.

2. If you have selected the Excel option, you will add your answers in the 'Answer' column as shown below. 

Importing Offline Answers

3. Save the PDF or Excel file with your changes/answers added. Then, navigate back to the platform to import the assessment by clicking the 3 dots as shown below and selecting Import as shown below.