Questionnaire Management

Introduction

The Questionnaire page allows you to manage and assess questionnaires for a third party.

Questionnaire List

The list displays all applicable questionnaires for the selected third-party, based on its defined tier.

For each questionnaire, you can view:

• Name

• Assessment Source

• Number of Questions

• Progress

• Last Updated

From this list, you can also send the Assessment Request to the vendor contact.

Requesting an Assessment

1. Locate the questionnaire in the list.

2. Click the Send Assessment Request option.
   

3. Enter the Primary Contact Email.

4. Set the target due date.

5. Click the Send Request button. The system sends an email to given primary contact email with a link to assess the questionnaier.
   

Manage Questionnaires

You can add or remove questionnaires for a third party.

To manage questionnaires:

1. Click the three-dot menu at the header row of the list.

2. Select Manage Questionnaire.
   

3. In the pop-up, select the questionnaires you want to associate with the third-party.

4. Click Save to apply the changes.