QSG: Responding to Assessments

First Time Recipients

Email Invitation	Registration Form
When your partner invites you to complete an Assessment on CENTRL, you will receive an email notification with a registration link. Open the email notification and click the Get Started button to complete the registration form. Once registered, you will be redirected to the Assessment.

Registered Users

Registered Users can log in at: web.oncentrl.com/#/login

To learn more about CENTRL's account lockout policy, visit our help article: Account Lockout Policy. If you want guidance on resetting your password, please visit our following help articles: Password Policy & Password Reset.

Registered Users can log in at: web.oncentrl.com/#/login

To learn more about CENTRL's account lockout policy, visit our help article:

Account Lockout Policy.

If you want guidance on resetting your password, please visit our following help articles:

Password Policy & Password Reset.

Partner Data Screen

Registered Users will land on the Partners Data Screen after logging in to CENTRL. If you have received Assessments from multiple Partners, they will be listed here for easy management. Click on a Partner to view their Partner Space.

Viewing Your Active Assessments

From the Assessments Screen and My Assignments tab, you can find questions, sections, or assessments assigned to you by a colleague.

QSG RA viewing your active assessments 1.png

From the Active Assessments tab, you can find Assessments received directly from your partner. Assessments are sorted by the date received by default, with the most recent assessments at the top.

QSG RA viewing your active assessments 2.png

Note: When accessing assessments from notification emails, the system automatically redirects you to the appropriate assessment, section, or question.

Navigating to the Assessment

Assessment sections are located on the left side of the screen. Use the scroll bar to navigate through the sections, and click on a section to reveal all the questions. Then, select an individual question to open it.

Assessment Filters

The Filters option allows you to filter an Assessment by multiple levels, such as section, question status, assignee, and more.

To learn more about the Filters option, visit the following help article:

Applying Filters.

Adding Your Answers

The Answering Pane is in the center of the screen. Here, you will find the question prompt and answer options. All answers are saved automatically.

For a complete overview of CENTRL's answer types, you can visit our following help article:

Answer Types and Question Types.

Updating Pre-Populated Answers

For your convenience, some answers may be pre-populated from a previous iteration of the assessment. To learn more about updating a pre-populated answer or reverting to a pre-populated answer, visit our following help article:

Modifying a Pre-Populated Answer.

QSG RA Updating prepopulated answers.png

Adding Comments to an Answer

While answering a particular question, you have the option to add a comment alongside your answer by clicking the Add Comment link, as shown below:

To learn more information on how to add or edit comments at the question level, please refer to our help article:

Adding and Editing a Comment to an Answer

Answering Follow-up Questions

Some questions may trigger follow-up questions based on your initial answer. To learn more about answering follow-up questions, please refer to our help article:

Answering Follow-up Questions.

Answering Mandatory Questions

Your publishing partner has the option to designate mandatory questions. One or more unanswered mandatory questions will prevent you from submitting an assessment. To learn more about mandatory questions, visit our following help article:

Answering a Mandatory Question.

Attaching Files

When answering a question, you can attach files to your response. You can do this using the Attach File option on the answering pane or from the Documents modal on the upper right of the screen. Your publishing Partner can request that you provide files to support your response.

For more information on attaching files on the answering pane or the documents modal, refer to our help article below:

Uploading Documents to Assessments.

Assignments

Assignments can be made at the individual question level or in bulk to facilitate collaboration. Individual questions can be assigned to others by clicking the Person icon on the upper-right of the Answering pane. Use the Select/Add User dropdown field to choose an assignee from the list or manually enter the assignee's email address and add them on-the-fly. Messages added in the message box are sent to the assignee as part of the assignment email notification.

To make bulk assignments, click on Bulk Assignments to the right of the Assessment sections and choose what to assign.

Assignments can be given at the question, section, or assessment level, as shown below:

QSG RA BulkAssignments 2.png

To learn more about this feature, please refer to our help article below:

Assigning Questions for Answering

Question History

Question History shows information regarding the selected question. This feature gives users a complete trail of user activities at the question level.

To learn more about question history, please refer to our help article below:

Question History When Answering

Changing the Collaborators

When Questionnaire Owners, Administrators, and Recipients (Guest users and Subscribed users) receive an assessment, they can change the assessment's owner and collaborators.

1. From the Assessment Answering Screen, select the Collaboration button as shown below.

QSG RA Change Collaborators 1.png

2. From the Change Collaborator(s) Window, click on Additional Collaborator(s), and select a collaborator from the list, or enter their email address to add them on-the-fly.

QSG RA Change Collaborators 2.png

To learn more about changing collaborators, please visit the following article:

Add or Change Assessment Collaborators

Tracking Your Progress

The progress bar at the bottom of the screen shows the total number of questions answered and the questions remaining. Your answers are saved automatically and are in Draft status until submitted.

After you have completed a pre-submission review, click the Submit button at the bottom of the screen.

Smart Response

Users with the proper permissions who are responding to assessments now have the option to use Smart Response to assist with their answers. Users can click on the Smart Response button within the assessment to begin using this feature.

From the Smart Response Window, you can select the option of running smart response on all or unanswered questions and click Continue for the next step, as shown below.

From the Smart Response Window, users can click the Use Answer Library switch to enable the Answer Library and select the + Select Assessments, +Select Documents, and/or + Select From Response Management links to add previously answered assessments and documents as sources for Smart Response.

Once you have chosen the Documents/Assessments for Smart Response, Users can configure and review the selected resources within the Smart Response Window. Once reviewed, click on Run Smart Response.

A ' Lock ' icon will indicate assessments currently undergoing Smart Response. Users will receive an email updating them on when the process has been completed.

Once the Smart Response process has been completed, Users can view the suggested answers that were created from the provided resources by click on View Suggestions. Then they can apply the answers by clicking on either of the available options as shown below.

run smart response viewing smart response 1 (1).png

For more guidance on the Smart Response Process, please visit our Help Center article here:

Run Smart Response

Review & Submit

Click on the Review tab to view the Assessment's questions and your responses in detail. Once you are satisfied with your responses, click on Submit.

You can download a copy of the assessment and related files for your records. To learn more about this feature, please visit our following help article:

Viewing and Downloading all Files attached to an Assessment.

Incomplete Submissions

Warning messages will appear if you submit an incomplete assessment. We recommend that Assignees complete all assigned questions before submitting the assessment.

Responding to Clarifications

On the Answering Screen, the Clarifications quick filter shows the total number of clarification questions associated with the assessment. Click on the filter to open the clarification questions.

As part of evaluating an assessment, your partner may send clarifications when they have additional questions based on your submitted answers.

To learn more about assessment clarifications, please visit our help article below:

Responding to Clarifications.

External Communication

The external communication functionality enables you to communicate with your external partner within the context of an Assessment. You can use the external communication for Assessments option to ask questions.

1. From the Assessments Answering screen, click on the Overview button at the top right of the screen, as shown below:

QSG RA External Comm1.png

2. Select the External tab, enter your message in the text box, and click Send Message to submit your message to your partner.

QSG RA External Comm2.png

To learn more about our external communication feature, please visit the following help article:

Internal and External Messaging for Assessments.

Issues Management

Issue remediation generally involves four steps:

1. Using the external Q/A

2. Collaborating on the issue with colleagues.

3. Adding management updates.

4. Publishing management updates.

To learn more about the issue remediation process, please visit our Quick Start Guide below:

Quick Start Guide - Responding to Issues.

Responding/Answering Offline

Exporting an Assessment

CENTRL offers the option to export an assessment as an Excel or PDF file for offline answering.

1. Click on the 3 dots icon next to the Assessment you would like to export.

2. From the dropdown menu, select Export, as shown below.

QSG RA export assessment 1.png

2. On the following screen, you can export an individual question, a section, or the entire Assessment and export the file as a PDF or XLSX file, as shown below:

Note: PDFs may default to opening by the browser's PDF Viewer; however, some answer types and features are unavailable in this view. We recommend opening and answering assessments offline using Adobe Acrobat Reader, which will have the most answering capabilities available.

To learn more about exporting an assessment, please refer to our help article below:

Export an Assessment for Offline Answering.

Importing an Assessment

Once you have finished answering the Assessment offline, you can use the Import option to upload your responses.

1. Click the 3 dots icon next to the Assessment where you will be importing your responses, and select Import.

2. Click + File to select your file for import. Once you have added your file, click Next.

3. From the Review & Import Screen, click Import.

Note: The same PDF template can be used for multiple assessments if the source questionnaires are the same. Please note that uploading to multiple assessments is not available in XLSX format.