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Efficiently Managing Questionnaires on the Platform
The Platform's Questionnaire feature streamlines the process of gathering essential information for your Statement of Work. You can easily create, submit, and invite teammates to contribute to questionnaires without having to leave the platform.
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It allows for the creation, submission, and collaboration on questionnaires directly within the platform, facilitating efficient communication between your team and security consultants.
Completing a Testing Company/Supplier Questionnaire:
Access Questionnaires:
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Go to
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‘Questionnaires’ from the sidebar menu.
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Create New Questionnaire:
Click ‘+ New
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Questionnaire’.
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Choose a template type
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, name it, and click
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‘Create questionnaire’.
Complete Questionnaire Details:
Fill in the list of questions
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.
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Add relevant contacts for your project
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(primary contact, system contact, project manager,
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technical contact
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On the right-hand side, you will see the option to add files to the ‘Shared resources’ box. This is our secure file exchange, which you can use to securely share documents with your consultants. Click the ‘+’ icon and select a file to upload; you can upload up to four files with a maximum file size of 20MB each. We allow any file type.
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).
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.
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Submit Questionnaire:
Tick the ‘Submit questionnaire’ box
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If you need to change the name or estimated durations for your project, click ‘Actions’ in the top right-hand corner and then ‘Change details’. Then click ‘Save changes’.
Give other users access to a questionnaire
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to finalize submission.
To change project details, use ‘Actions’ → ‘Change details’.
Granting Access to a Questionnaire:
Invite Other Users:
In the main Questionnaires interface,
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select ‘Shared Access’ from the three-dots menu
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.
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Add email addresses
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Invitees will receive an invitation via email; if they are not registered on the platform, they will be invited to create an account.
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and set the duration for the invitation.
Invited users receive an email invitation to edit or create an account as necessary.
Manage Permissions:
Edit access controls via Permissions in the Menu.
Creating
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Custom Questionnaire Templates
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Prism allows its users to create their own local questionnaire templates to be used however you wish within your organisation.
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:
Create a New Template:
Navigate to Questionnaires
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→ Templates.
Click
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‘+ New
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Give your Questionnaire a name and a prefix and select “Create Template”
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You should now see your template listed within the Templates page.
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Click on the name of your template and Prism will present you with a questionnaire designer screen.
Here you are able to create multiple categories, questions and the ordering by using and following the interface.
In order to use a particular question in your template you must select the checkbox next to each question.
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Template’, name your questionnaire, and create it.
Design Your Questionnaire:
Access the questionnaire designer screen from your template list.
Create categories, questions, and set the order using the interface.
Select questions for inclusion by ticking the corresponding checkbox.
Save and Use Template:
Changes are saved automatically.
Your custom template is ready for use within your organization.
Leveraging Questionnaires for Enhanced Collaboration:
The Questionnaire feature on the Platform is designed to facilitate effective communication and data gathering, essential for producing accurate Statements of Work. With its easy-to-use interface and customizable options, managing questionnaires becomes a streamlined and collaborative process.