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Export an Assessment for Offline Answering

Currently, users on the platform can export any active assessment in Excel or PDF format to answer offline. Users can also use the assessment export option to create offline records, share results more widely within their organizations, and quickly reuse answers.

Please Note: Issues must be responded to and answered from the platform as they are not part of the export template. Responding to issues is currently not supported for answering offline. 

This article will cover the following topics:

Exporting an Assessment

1. Navigate to the Assessment Module, select the Active Assessments Screen. Select the three dots in the Actions column and click Export as shown below.

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2. Alternatively, in the Assessment Answering Screen, click on Export as shown below.

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3. Select the individual question(s) you intend to export using the checkbox(s) as shown below.

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Please Note: You can optionally select all questions with the top checkbox or by section using the section checkbox.

4. Click on the dropdown field to select your desired export file type. 

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Please Note: Currently, only PDF and .xlsx file types are supported for export.

5. Once selected, click Export to confirm your selection as shown below.

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6. In the Email All Files Window, click the Export button to finalize your exported questionnaire. You will receive an email notification with a link to download the file.

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Please Note: For multiple-choice questions, the maximum number of answer options available in an export is 250. Any options more than 250 will not be shown in the export and must be selected in the UI.

7. Navigate to your email and open the email titled: Your file is ready to download. Click on Download File.

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8. Navigate to the last page of the file to view the Audit Log section

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Please Note: The Audit Log section should include all actions captured in the UI

Importing Offline Answers

Once you have completed your offline answers for the assessment, you can then import said offline answers. Please see the below help article for a complete walkthrough on importing offline answers: