General Information
Use this section to provide the basic information of the schedule.
Specify this information:
- Task Name
- The name of the schedule.
- Description
- The description of the schedule.
- Insight
- The name of the Insight for which the schedule is being created.
- Questionnaire Template
- The questionnaire template to assign. Click the Look up icon to browse and select the required template.
- Enable Routing as per categories
- The questionnaires to be assigned based on categories. Enable this option to select the assignees corresponding to the categories.
- Apply Dimensions
- The Functional Area Variable (FAV) to be associated to the questionnaire. Enable this
option to select a FAV. The questionnaire is assigned to the Reviewers associated with the
selected FAV.Note: You must enable both the options to associate a Functional Area Variable based on the questionnaire categories.
- Assignee
- The GRC user to whom the questionnaire must be assigned.Note: This field is displayed only when the and the options are not enabled.
- Number of days to complete
- The number of days for the assignee to respond.
- Escalation Assignee
- The GRC user to whom the questionnaire is assigned in case the assignee or the default assignee fails to respond.