Managing questionnaires

Assess both your compliance and that of your third parties with unique questionnaires. Create personalized questionnaires, share them through surveys, and monitor the status of their replies.

Table of contents

Create a questionnaire

Edit a questionnaire

Delete a questionnaire

Launching a survey

Create a questionnaire

The questionnaire page allows you to easily configure personalized questionnaires.

 

To create a questionnaire :

1. In the sidebar, click Questionnaires > Questionnaires and click the Create a questionnaire button.

 

2. In the Create a questionnaire dialog box, give the questionnaire a name and click Create.

3. On the questionnaire's page, enter a Description of a questionnaire that will help recipients understand the purpose of the questionnaire and complete it.

4. Click the Add a section button.

5. Enter the first section's title (e.g. "Information on your organization") and click Validate.

 

6. To create the first question of the section, click "+".

Then:

• Enter the question wording under Question title (e.g. "Organization's name")
• Choose the type of question you want to create:
  • Text field allows the respondent to enter a text reply
  • To create a multiple-choice question, select Dropdown and click the Add a field button for each item to be added. You can change the order of the items by clicking the arrows.
  • Attached file allows the respondent to attach a document.

• Toggle the switch to Make answer mandatory if applicable.
• Then click Validate.

7. Repeat step 6 to create more questions in this section.

 

8. Repeat steps 5, 6, and 7 to create other sections and questions. The questionnaire appears in the right-hand column in its output form.

 

9. When you have finished your work session, click the Save button.

 

10. Once you have completed the questionnaire, and if you wish to make it available for use in a survey, click the Publish button.

Edit a questionnaire

You can edit your existing questionnaires, or use the standard questionnaire templates included with the DLD GDPR software by modifying them according to your needs.

 

To edit un questionnaire:

1. In the sidebar, click Questionnaires > Questionnaires.
2. In the list of existing questionnaires, click the one you wish to edit.
3. On the questionnaire's page, you can edit the Description of questionnaire.
4. To edit the names of the sections and the question settings, click the "pencil".
5. To delete a section or a question, click the "bin".
6. When you have finished your work session, you have two options:

• click the Save button: this allows you to edit the questionnaire without publishing the changes. The unedited version of the questionnaire will continue to be sent in current or upcoming surveys.
• click the Publish button: the changes will be included the next time the questionnaire is sent to a recipient.
  
  

Delete a questionnaire

At this time, you cannot delete questionnaires. You can only edit them.

Launch a survey

Once your questionnaire has been created and personalized, the survey allows you to choose the questionnaire to be sent, the recipients who will receive it, and to monitor the status of their replies.

 

To launch a survey :

1. In the sidebar, click Questionnaires > Surveys > Create a survey.

 

2. In the Create a survey dialog box, give your survey a title and click Create.

3. In the Settings section, select a questionnaire from the dropdown list.

4. In the Recipients section, click the Add recipient button to choose the entities that will receive the questionnaire. You have two options:

• Select one or more third parties from the list extracted from your third-party repository;

• Click New recipient. You can add recipients manually by clicking the Add button, or import a .csv or .xlsx file of recipients by clicking the Import button and selecting or drag-and-dropping the file. Imported recipients appear in the list. You can combine both methods: add recipients from the third-party repository and add recipients manually.

5. Click the OK button. The recipients appear in the list.

 

6. Now that you've selected a questionnaire and chosen the recipients, click the Start audit button. A message indicates that the survey has started.

7. The recipients receive an email with a Reply button that opens the questionnaire.

8. Once the questionnaire has been completed, the recipient clicks the Send my replies button.

 

9. To monitor the status of the replies, click the Manage survey button.

You can view the status of each reply:

• To do: the recipient has not yet clicked the Reply button in their email.
• In progress: the recipient has clicked the Reply button in their email but has not yet returned the questionnaire.
• Completed: The recipient has returned their questionnaire.