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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 answering and importing assessments through an editable PDF / Excel and prior assessments. To learn more about answering assessments in the platform, please see our full help article below:

This article covers the following topics:

Navigating to Active Assessments

For Guest Users

Once navigated to the intended partner from the Partners Space, navigate to thePortal Assessments Screen, Active Assessments tab, and select an assessment as shown below.

Partners Module/Partners Screen/Partner Profile/Active Assessments

For Subscribed Users

From the Portal Assessments Module, Active Assessments screen, and select an assessment as shown below.

Assessments Module/Active Assessments/Assessment [R360]

From Email

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

Import Offline Answers in an Assessment 1

Export Assessment

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

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For full details on exporting assessment, please see our help article:

Answer Offline

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

Adding Offline Answers in Excel

  1. In the Question Level Data tab, add answers in the Answer column as shown below.

    Import Offline Answers in an Assessment 3

  2. If applicable, open clarifications can be answered from the Clarifications tab as shown below.

    Import Offline Answers in an Assessment 4

    Note: Answering clarifications offline is only available through the Excel option.

Adding Offline Answers in PDF

Add answers in each applicable answer box as shown below.

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Import Assessment

Answers from an approved PDF / Excel template or previously answered assessments can be imported into a current assessment.

Once ready to import, navigate back to the Answering Screen and click Import as shown below.

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Importing Offline Answers

  1. In the Import Answers Window, click the File button.

    Import Offline Answers in an Assessment 7

  2. Select the intended file and click the Next button as shown below.

    Import Offline Answers in an Assessment 8

  3. In the Review & Import Window, review the uploaded file and click the Import button to confirm.

    Import Offline Answers in an Assessment 9

Important Notes

  • When adding answers to an Excel/PDF file offline, only the rows/boxes that contain new data are required for import. Deleted or blank rows/boxes will be "ignored" upon re-import.

  • 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.

  • 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.

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.

Importing Previous Assessments

In the Import Answers Window, click the Search Assessment button to choose a related assessment to import answers to your current assessment.

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  1. Select the desired assessment to import from and click the Next button.

    Import Offline Answers in an Assessment 11

  2. The Review & Import Window 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 Offline Answers in an Assessment 12

Viewing Import Logs

Import logs can be reviewed to verify if an import was successful or if any potential errors are detected. To learn more about viewing import logs and resolving errors, please refer to our article below: