Creating and Managing Answer Libraries

The Answer Library is the most important part of the setup process to get the most out of the autocomplete functionality. You can create an Answer Library and configure that library to hold specific questions and answers.

If you are unsure where to begin, use the last security questionnaire you completed for a customer or the last request for proposal (RFP) you completed for a particular product or service.

To add an Answer Library

  1. On the QRA & Vendor Portal menu, select Answer Libraries. The Answer Libraries screen appears.

  2. Click the Create New button. The Create New Library modal appears.

  3. Complete the fields, for more information, see Create New Library Modal Reference.
  4. Click the Save button.
    Tip:

    We recommend creating only one or two libraries to get started.

Create New Library Modal Reference



Field
Description
Library Name

Enter a name for the new Answer Library.

Description

Enter a brief description of the Answer Library.

Library Owner

Select the user who will be responsible for the Answer Library.

Organization

Select the organization responsible for the Answer Library.

Language

Select the default language of the Answer Library.

To edit an Answer Library

  1. On the QRA & Vendor Portal menu, select Answer Libraries. The Answer Libraries screen appears.

  2. Hover over the library you want to edit until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Edit. The Edit Library Detail modal appears.

  5. Update the fields as needed.
  6. Click the Save button.

To delete an Answer Library

  1. On the QRA & Vendor Portal menu, select Answer Libraries. The Answer Libraries screen appears.

  2. Hover over the library you want to delete until the Context Menu icon appears.
  3. Click the Context Menu icon.
  4. On the Context menu, select Delete. The Delete Library modal appears.

  5. Click the Confirm button.

To add questions to an Answer Library

  1. On the QRA & Vendor Portal menu, select Answer Libraries. The Answer Libraries screen appears.

  2. Click the name of the library in which you would like to add answers. The Library Details screen appears.
    Note:

    This screen also appears once you create a new Answer Library.

  3. Click the Add Question button. The Add New Question modal appears.

  4. Complete the fields, for more information, see Add New Question Modal Reference.
    Tip:

    Did you know can also bulk import questions and create Libraries on the fly? For more information, see Importing Questions to Answer Libraries in Bulk.

  5. Click the Save button.

Add New Question Modal Reference



Field
Description
Question

Enter a question that you would like to appear in your Answer Library.

Answer

Enter Yes, No, or Not Applicable.

Tip:

You can create blank answers to questions that Yes, No, and Not Applicable do not apply, for example, "What is your address?", then provide an answer in the Supporting Answer field.

Supporting Answer

Enter a supporting answer that helps explain the answer or provide justification.

Internal Notes

Enter an internal note on the question if needed. This note will not be visible to customers.

Tag

Enter tag names to help identify the question and answer.

To import questions to an Answer Library

  1. On the QRA & Vendor Portal menu, select Answer Libraries. The Answer Libraries screen appears.

  2. Click the name of the library in which you would like to import questions. The Library Details screen appears.

  3. Click the Import button. The Select Import Type screen appears.

  4. Select Import Standard Assessments or Import Using Vendorpedia Template.


  5. Click the Next button.
  6. If you selected Import Standard Assessments configure the tag check boxes.

    If you selected Import Using Vendorpedia Template, complete the downloaded template for the questions and answers you want to import.

  7. Click the Upload button.
  8. Click the Import button to import your file.

Valid Entries

If your file does not include invalid entries, follow these steps:

  1. On the Import Vendorpedia Template screen, click the Import button.


  2. Click the Import More Entries button to import questions and answers or click Back to Answer Library to return to the Answer Library.

Invalid Entries

Tip:

If you download the error log, you can fix the entries directly in the file and import them after you import the valid entries.

If your file includes invalid entries, follow these steps:
  1. Click the Download Error Log button to view invalid entries in your file.
  2. Update your file by fixing the errors in the original import file.
  3. Click the Reimport button to import your updated file. The Re-Import Template modal appears.


  4. Click the Confirm button.

To export an answer library

  1. On the QRA & Vendor Portal menu, select Answer Libraries. The Answer Libraries screen appears.

  2. Hover your cursor over the library you wish to export then click the Context Menu icon.
  3. Select Export. Click the Close button. The export will be generated in the background. When the report is ready to download, a notification will appear on the Notifications icon.

To edit or delete a question

  1. On the QRA & Vendor Portal menu, select Answer Libraries. The Answer Libraries screen appears.

  2. Click the name of the library in which you would like to edit questions. The Library Details screen appears.

  3. Click the Context Menu icon on the question you would like to edit.
  4. On the Context menu, select Edit or Delete.
  5. If editing, update the fields as needed.
  6. Click the Save button.

To view answer libraries activity history

  1. On the QRA Vendor Portal menu, select Answer Libraries. The Answer Libraries screen appears.

  2. Click the Context Menu icon.
  3. Click View Activity. The Answer Libraries Activity modal appears and shows what changes were made to answer libraries, who made the changes, and when the changes were made.
    Note:

    You can also view the activity history on the Library Details screen by click the Context Menu icon on a question.