Tip Tuesday: How-to Create a Questionnaire

nishant.shah

Whether you're looking to create a questionnaire from a pre-saved template or create one from scratch, this Tip Tuesday has got you covered!

1. Start by clicking on the Manage tab in the Quick Links sidebar and select the Vendor Risk Manager dropdown option.
   
2. Switch to the Questionnaire tab in the Vendor Risk Manager page.
   
   
3. Once there, click the Send Questionnaire button.
   
   
4. After clicking, a pop-up will appear that allows you to select from a drop-down list of templates or create a new questionnaire from scratch. Select your desired option.
   
   
5. Both options will take you to the main questionnaire screen where you will be able to edit the title, question text, answer types, add extra questions, set your questionnaire status, and more!
   
   
6. Once everything is set, you can either preview it with the Preview button or if you're ready to send, click the Save + Send button.
   
7. After clicking, a pop-up will appear that allows you to select your desired vendors & recipients.
   
   
8. Once everything is filled out the way you'd like, click Send Questionnaire!