Adding, Editing, Reordering, and Deleting Questions

Date questions can be used to collect information about when a relationship or activity began or ended.

In an assessment, respondents will use a date picker to select a date.

Field

Description

Question Type

Select the question type in this field.

Answer Required

Enable this setting to make this question required.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make an attachment required.

Comments Allowed

Enable this setting to allow respondents to leave comments when answering the question.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Allow Not Sure

Select to add Not Sure as a valid answer.

Allow Not Applicable

Select to add Not Applicable as a valid answer.

Question

Enter the text of the question.

Friendly Name

Enter a short, descriptive name for the question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Use the text editor to write and format description text for the question.

Multichoice questions can be used to capture information based on a pre-set list of options.

In an assessment, respondents will select applicable responses from a group or dropdown list.

Field

Description

Question Type

Select the question type in this field.

Answer Required

Enable this setting to make this question required.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make the attachment required.

Comments Allowed

Enable this setting to allow respondents to leave comments when answering the question.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Option Hints

Select this to enable tooltip hints for each option.

Display as

Select the style in which answer options are displayed.

Allow Other

Select this to allow respondents to answer Other and enter additional custom responses.

Allow Not Sure

Select to add Not Sure as a valid answer.

Allow Not Applicable

Select to add Not Applicable as a valid answer.

Allow Multiple Selections

Select to enable respondents to select more than one option.

Allow Select All

Select to enable respondents to select all response options.

Allow Justification

Select this to allow the respondent to enter justification comments.

Question

Enter the text of the question.

Friendly Name

Enter a short, descriptive name for the question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Enable this setting to show a description for the question.

Use the text editor to write and format description text for the question.

Option

Enter options to make available as answers to this question.

Click the arrow icons to move an option up or down on the list of options displayed in the question.

Pre-selected options

Select the checkboxes to display specific options as pre-selected to your respondents.

Statement questions do not collect information.

In an assessment, statement questions do not require any interaction from the respondent.

Field

Description

Question Type

Select the question type in this field.

Title

Enter the title of the statement.

Description

Enter the text you want to appear as the statement.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make the attachment required.

Text questions collect free-form responses which are entered by the respondent.

In an assessment, respondents will use a text field to enter a response.

Field

Description

Question Type

Select the question type in this field.

Answer Required

Enable this setting to make this question required.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make the attachment required.

Comments Allowed

Enable this setting to allow respondents to leave comments when answering the question.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Allow Not Sure

Select to add Not Sure as a valid answer.

Allow Not Applicable

Select to add Not Applicable as a valid answer.

Question

Enter the text of the question.

Friendly Name

Enter a short, descriptive name for the question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Enable this setting to show a description for the question.

Yes/No questions collect information about things in a yes or no format.

In an assessment, respondents will select either yes or no to respond to the question.

Field

Description

Question Type

Select the question type in this field.

Answer Required

Enable this setting to make this question required.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make the attachment required.

Comments Allowed

Enable this setting to allow respondents to leave comments when answering the question.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Allow Not Sure

Select to add Not Sure as a valid answer.

Allow Not Applicable

Select to add Not Applicable as a valid answer.

Allow Justification

Select this to allow the respondent to enter justification comments.

Justification Required

Select this to require the respondent to provide a justification.

Note: This option is only available if Allow Justification is selected.

Question

Enter the text of the question.

Friendly Name

Enter a short, description name for this question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Enable this setting to show a description for the question.

Inventory questions, in combination with attribute questions, create and update information about inventory records such as assets, processing activities, and vendors.

In an assessment, the respondent will select an inventory record.

Field

Description

Question Type

Select the question type in this field.

Inventory

Select the inventory to which the question applies.

Note:

The response options for this question are based on the inventory selected.

Primary Inventory Record

Enable this setting to have this question automatically populated with a response based on how the assessment is created.

Link Selection to Assessment

Enable this setting to automatically link the assessment to the inventory record selected in response to the question.

Note:

When enabled, Link Selection To Assessment displays the assessment under both the primary processing activity and the linked inventory record. This is expected behavior. Disable the toggle in the assessment template to prevent this for future assessments.

Answer Required

Enable this setting to make this question required.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make the attachment required.

Comments Allowed

Enable this setting to allow respondents to leave comments when answering the question.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Allow Other

Select this to allow respondents to answer Other and enter additional custom responses.

Note:

The Add Option option is available only when an assessment is in the In Progress stage. It is not displayed when the assessment is Under Review, even if Allow Other is enabled. New inventory records are created when the respondent submits the assessment.

If a missing inventory record is identified during review, send the assessment back to In Progress before adding it. For more information, see Reviewing and Completing an Assessment.

If you allow Other as a response option, answers to the question using the Other option will generate new inventory records of that type with the name entered and the managing organization set to the organization for the assessment.

Note:

There is a limit of 2,000 characters on inventory names generated using this option. You will not be able to submit an assessment if an inventory name generated this way is over 2,000 characters in length.

Allow Not Sure

Select to add Not Sure as a valid answer.

Allow Not Applicable

Select to add Not Applicable as a valid answer.

Allow Multi-Selections

Select this to enable respondents to select more than one option.

Question

Enter the text of the question.

Friendly Name

Enter a short, descriptive name for the question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Enable this setting to show a tooltip with a hint next to the question.

Personal data questions can be used to capture information about how data elements connect to types of data subjects.

In the assessment, respondents will select a data subject group and then select the applicable data element for the purposes of the assessment.

Field

Description

Question Type

Select the question type in this field.

Answer Required

Enable this setting to make this question required.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make the attachment required.

Comments Allowed

Enable this setting to allow respondents to leave comments when answering the question.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Which of the following record should this update?

Select the inventory or relationship record that the response will automatically update.

Question

Enter the text of the question.

Friendly Name

Enter a short, descriptive name for the question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Enable this setting to show a description for the question.

Configure Skip and Show Logic to determine, based on responses, if the question should be shown, hidden, or skipped.

Relationship questions can be linked to attribute and personal data questions to populate information on inventory relationships.

Field

Description

Question Type

Select the question type in this field.

Object Type

Select the type of object to which the question corresponds.

Primary Inventory Record

Enable this setting to have this question automatically populated with a response based on how the assessment is created.

Link Selection to Assessment

Enable this setting to automatically link the assessment to the inventory record selected in response to the question.

Answer Required

Enable this setting to make this question required.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make the attachment required.

Comments Allowed

Enable this setting to allow respondents to leave comments when answering the question.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Allow Other

Select this to allow respondents to answer Other and enter additional custom responses.

If you allow Other as a response option, answers to the question using the Other option will generate new inventory records of that type with the name entered and the managing organization set to the organization for the assessment.

Allow Not Sure

Select to add Not Sure as a valid answer.

Allow Not Applicable

Select to add Not Applicable as a valid answer.

Allow Multi-Selections

Select this to enable respondents to select more than one option.

Question

Enter the text of the question.

Friendly Name

Enter a short, descriptive name for the question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Enter a description for the question.

Add Supporting Attachments

Click the Select File button to upload attachments.

Attribute questions, in combination with inventory, relationship, or control questions, capture information about the attributes of an inventory record.

When adding a new attribute question to a template, respondents will select or enter responses about the attributes of the inventory records selected in the related inventory question.

Field

Description

Which of the following records should this update?

Select the Inventory, Relationship, or Control question in the template to which the question applies.

Which Attribute?

Select the Attribute from the inventory to which the question applies.

Field

Description

Question Type

Select the question type in this field.

Answer Required

Enable this setting to make this question required.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make the attachment required.

Comments Allowed

Enable this setting to allow respondents to leave comments when answering the question.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Display as a Read-Only

Enable this setting to display question as Read-Only on the assessment.

Note:

Users cannot edit or update responses for this question on the assessment.

Which inventory record should this update?

Select the inventory record that the response will automatically update.

Which attribute?

Select the attribute that will be affected by the respondent's selection.

Allow Not Sure

Select to add Not Sure as a valid answer.

Allow Not Applicable

Select to add Not Applicable as a valid answer.

Note:

Selecting Not Sure or Not Applicable in an attribute question's response configuration does not update the related inventory attribute or override the previous attribute response during reassessment. The previous response remains on the inventory record.

To allow respondents to update an inventory attribute with Not Sure or Not Applicable, create Not Sure or Not Applicable as an option for the attribute. When the respondent selects that attribute option, the response updates the inventory record after the assessment is approved.

Allow Justification

Select to allow respondents to enter justification comments when this option is supported for the selected attribute question.

Note:

For Attribute Questions, Allow Justification is supported only when the question is linked to inventory attributes or assess control attributes and the selected attribute type is Single Select, Multi Select, or User.

Question

Enter text of the question.

Friendly Name

Enter a short, descriptive name of the question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Enable this setting to show a description for the question.

Incident questions can be used to create new incidents when an assessment is submitted. Incident questions do not require any interaction from the respondent. Attribute questions can be added as subsidiaries to the incident question to describe the details of the incident such as the jurisdiction, location, and more.

Field

Description

Question Type

Select the question type in this field.

Add Supporting Attachments

Click the Select File button to upload attachments.

Title

Enter the title for the question.

Friendly Name

Enter a short, descriptive name for the question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Enter a longer description, if necessary, to describe the question.

Control questions can be used to configure response filters in template builder.

Respondents will only see those controls which exist on the tenant controls library and meet the filter criteria.

Field

Description

Question Type

Select the question type in this field.

Answer Required

Enable this setting to make this question required.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make the attachment required.

Comments Allowed

Enable this setting to allow respondents to leave comments when answering the question.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Which vendor should this link to?

Select the vendor record to which the question applies.

Add Supporting Attachments

Click the Select File button to upload attachments.

Question

Enter the text of the question.

Friendly Name

Enter a short, descriptive name for the question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Enter a description for the question.

Question Hint

Enter the hint that will assist the respondent in answering the question correctly.

Field

Description

Question Type

Select the question type in this field.

Primary Inventory Record

Enable this setting to have this question automatically populated with a response based on how the assessment is created.

Link Selection to Assessment

Enable this setting to automatically link the assessment to the inventory record selected in response to the question.

Answer Required

Enable this setting to make this question required.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make the attachment required.

Comments Allowed

Enable this setting to allow respondents to leave comments when answering the question.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Which vendor should this link to?

Select the vendor record to which the question applies.

Allow Other

Select this to allow respondents to answer Other and enter additional custom responses.

If you allow Other as a response option, answers to the question using the Other option will generate new inventory records of that type with the name entered and the managing organization set to the organization for the assessment.

Allow Not Sure

Select to add Not Sure as a valid answer.

Allow Not Applicable

Select to add Not Applicable as a valid answer.

Question

Enter the text of the question.

Friendly Name

Enter a short, descriptive name for the question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Enter a description for the question.

Add Supporting Attachments

Click the Select File button to upload attachments.

Field

Description

Question Type

Select the question type in this field.

Primary Inventory Record

Enable this setting to have this question automatically populated with a response based on how the assessment is created.

Link Selection to Assessment

Enable this setting to automatically link the assessment to the inventory record selected in response to the question.

Answer Required

Enable this setting to make this question required.

Attachments Allowed

Enable this setting to allow respondents to add attachments when answering the question.

Attachment Required

Enable this setting to make the attachment required.

Comments Allowed

Enable this setting to allow respondents to leave comments when answering the question.

Question Hint

Enable this setting to show a tooltip with a hint next to the question.

Which vendor should this link to?

Select the vendor record to which the question applies.

Allow Other

Select this to allow respondents to answer Other and enter additional custom responses.

If you allow Other as a response option, answers to the question using the Other option will generate new inventory records of that type with the name entered and the managing organization set to the organization for the assessment.

Allow Not Sure

Select to add Not Sure as a valid answer.

Allow Not Applicable

Select to add Not Applicable as a valid answer.

Question

Enter the text of the question.

Friendly Name

Enter a short, descriptive name for the question.

Note: The friendly name of a question appears in different areas of the interface to quickly differentiate between questions.

Description

Enter a description for the question.

Add Supporting Attachments

Click the Select File button to upload attachments.