Response360 users can utilize the External RFPs & DDQs Module to digitize questionnaires from various formats such as Word, PDF, and Excel. Once imported, questionnaires can be answered by permitted users. This article covers managing questionnaire options and filters while manually answering in the platform. To learn about answering questionnaires with Smart Response, please see our full help article:
Please also see our full help article on Answering Questionnaires:
Note: This feature is not available by default. If interested, please reach out to your Account Manager or contact Support.
This article covers the following topics:
From the Answering Screen, click on the Assigned To Filter dropdown arrow to apply the filters based on Unassigned or current Assignees.
From the Answering Screen, click on any of the Quick Filter buttons as displayed below to apply filters based on the type of answer associated with the question:
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Answer Library Filter
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Smart Response Filter
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Manual Answer Filter
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Not Answered Filter
Note: Clicking the Clear All Filters button will remove all Questionnaire filters.
The collaboration feature allows you to name a colleague as the new owner of a questionnaire. Your colleagues can also be granted supplemental access to questionnaires by inviting them to be additional collaborators.
From the Answering Screen, click on the More dropdown arrow and select the Collaboration option, as shown below.
For more information on collaboration, please see our full article:
Select the Add Assignee icon, click the dropdown arrow and select the desired assignee. Click on the Assign button once an assignee has been selected as shown below.
For more information on the assignment feature, please see our full article:
The documents feature allows you to view and download files attached to the question level and assessment level.
From the Answering Screen, click on the More dropdown arrow and select Documents as shown below.
For more information on uploading, viewing, and downloading files, please see our full article:
The export feature allows you to export questionnaires at any time.