The basic data is the minimum data required for a questionnaire template. Here you can enter general information on the template as well as information for the person completing the questionnaire. You can also specify whether the embargo check and/or screening should be active for questionnaires based on this template.
On the Companies/persons sheet, define which partner roles are mandatory in the questionnaire and whether partners with other partner roles should also be allowed.
Proceed as follows:
- You must have the role of Risk Assessment Administrator.
- You must first specify the type of questionnaire in the master data under Compliance − Value lists; see also Master data and settings for Risk Assessment.
- You must first define the necessary partner roles in the master data under Compliance − Partner roles (Risk Assessment); see also Master data and settings for Risk Assessment.
- From the Office, select Risk Assessment − Questionnaire templates, then click New.
- Fill in the basic data of this questionnaire template.
- Enter the information you wish to communicate to the person completing the questionnaire.
- In the Compliance check field group, decide whether to make the embargo check and/or screening active.
- Switch to the Companies/persons sheet and enter the desired information.
- In the questionnaire, the user must fill in all mandatory partner roles that you specify here. They can add further partner roles as required.
- Embargo check and/or screening active: See Editing the embargo check and/or restricted party list screening.
- Adding questions to be answered: See Adding questions to the questionnaire template.
- Configuring archiving and deletion for questionnaires based on this questionnaire template: See Configuring archiving and deletion for questionnaires.
Comments
Please sign in to leave a comment.