Import Offline Answers in an Assessment

When answering an assessment, you can answer directly on the platform, answer offline through an editable PDF or Excel, or import answers from a prior assessment. 

This article covers the following topics: 

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 notification by clicking on Get Started.


Export Assessment

1. From the Answering Screen, click on Export on the top right of the assessment.


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

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


Important Notes

  • 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 the most answering capabilities available. 
  • Please note: Only the first 250 answer options on a single question are available for export and import.
  • The same PDF or XLSX template can be used for multiple assessments if the questionnaires are the same. 
  • When files are required for questions, please note that attaching files is only available in editable PDF format, NOT Excel.
  • Tip: It is recommended to use PDF format for answering multiple choice questions as Excel is case sensitive and answers would need to be written in an exact match. PDF format is also needed for attaching files as Excel does not support file attachments. 

Import Related Answers to an Assessment

1. Within the Answering Screen, click Import on the top right of the assessment as shown below.


2. On the following window, select Assessment to choose a related assessment to import answers to your current assessment.


3. Select the desired assessment to import from and click Next.


4. The Review & Import Screen displayed below shows the details of the answers that have been processed and are ready to be imported. Click on the Import button to proceed and finish the import process.


Import and Export Clarifications

If you have selected the Excel option, you can export and import Clarifications in the 'Clarifications' sheet as shown below. 


Viewing Import Logs

1. To view your Import Logs, navigate to the Active Assessments Table and click on the 3 dots under the Actions column, and select Go to Overview, as shown below.


2. In the Overview Screen, select the Import Log Tab and here you can view the status, metadata, and results of each import.


For more information on viewing import log details, click here