Working with Questionnaire Templates

  1. Select Design > Compliance Control > Questionnaire Template on the navigation bar.
  2. Click Add to create a template. The New Template page is displayed.
  3. Specify this information:
    Template Name
    The name of the template.
    Description
    The description of the template.
    Insight
    The Insight for which the template is created.
    Reviewers
    Users who must be notified when an assessment based on this template is submitted. You can add multiple reviewers. Users included in this list are assigned to the IGRC- Administrator, IGRC- Business Process Owner, or equivalent roles with full access to the Assessment Response Management page.

    When an assessment based on this template is submitted, the application sends a 'Submission of Response to Question' notification to the selected reviewers.

    Default
    Indicates whether this Questionnaire Template is set as the default for assessments. Possible values:
    • Yes : This template is automatically selected when a new assessment is initiated, unless manually changed.
    • No: The template remains available and not selected by default.
    Note: The application supports only one default template per Insight.
    Copy From Template
    The details of an existing template that must be copied to the new template.
    Question Set
    The categories under which the questions must be included. Click Add Question corresponding to the required category. The Add Question window displays all the questions, created for the specified insight, in the question library. Select the required questions and click Add. You can also use the Filter option to add specific questions.

    When you add multiple questions to a question set, the Add Skip Logic option is displayed. Use this option to define conditional navigation to another question based on the user’s response. Click Add Skip Logic to specify these conditions:

    If Selected is
    The response condition to trigger the skip action. The values displayed are based on the responses defined in the question library.
    Section
    The categories defined in the questionnaire template for the selected Insight.
    Note: You can select the End of Assessment option to direct the assignee to the final step and end the assessment flow. Use this option only when no additional questions are displayed based on the selected response condition.
    Question
    The target question from the question library. The questions displayed are based on the category selected in the Section field.

    Use Add Condition to define additional conditions or Reset Condition to clear all conditions. Click Save to apply the skip logic settings.

    Note: To remove skip logic, click Reset Skip Logic. This option is available only when skip logic is defined for at least one question. If no questions use skip logic, the option remains disabled.
    Preview
    The preview of the questions in the template.
  4. Click Save.
    Note: A Risk Assessment task can be scheduled to assign the questionnaire to the appropriate assignees.