Questionnaires and Assessments

Creating Questionnaires

• Creating A Questionnaire
• Starting a new Active Assessment
• Scheduling an Upcoming Assessment
• Deleting an Upcoming Assessment

Editing Questionnaires

• Editing a Questionnaire
• Creating a Grading Scale
• Reset Weights or Set Equal Weights for Sections or Questions
• Questionnaire Numbering Scheme
• What is a Regulatory Reference Configuration?
• Setting an Evaluation Due date

Approving and Publishing Questionnaires

• Approving a Questionnaire
• Publishing a Questionnaire
• Publishing Multiple Questionnaires
• Self-publishing Questionnaires- Answer on Behalf of a Partner
• Publishing to Multiple Partners

Responding to Questionnaires

• Answering a Questionnaire
• Answering a Mandatory Question
• Answering Follow-up Questions
• Adding and Editing a Comment to an Answer
• Viewing and Downloading All Files attached to an Assessment
• Uploading Documents to Questionnaires

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Evaluating Assessments and Requesting Clarifications

• Evaluating Questionnaire Answers
• Creating and Submitting a Clarification

Managing Assessments

• Deleting A Questionnaire
• Deleting an Assessment
• Archiving Assessments
• Editing the Period for an Assessment
• Questionnaire Overview Page