...
Access Questionnaires:
Go to ‘Questionnaires’ from the sidebar menu.
Create New Questionnaire:
Click ‘+ New Questionnaire’.
Give the Questionnaire a relevant name
Select the company the questionnaire relates to
Choose a template type, name it, and click ‘Create questionnaire’.
| Info |
|---|
You also have an option to clone the questionnaire details from an existing completed questionnaire by selecting the checkbox and selecting the previously completed questionnaire. |
Complete Questionnaire Details:
Fill in the list of questions.
Add relevant contacts for your project (primary contact, system contact, project manager, technical contact).
Use the ‘Edit’ button to enter names and additional information as needed.
Secure File Exchange:
Add files to the ‘Shared resources’ box for secure document sharing with consultants.
Upload up to four files (20MB each) of any file type.
Auto-Save Feature:
The questionnaire auto-saves every 30 seconds upon a detected change.
Submit Questionnaire:
Tick the ‘Submit questionnaire’ box to finalize submission.
To change project details, use ‘Actions’ → ‘Change details’.
Granting Access to a Questionnaire:
...