Adding, Editing, and Deleting Third-Party Questions

You can add, edit, reorder, and delete various types of questions to configure a template.

In order to add, edit, or delete questions in a template, you must open the template in the Template Builder.

To open the Template Builder

  1. On the Third-Party Due Diligence menu, select Setup > Templates.
  2. Hover over the tile and click the Edit Draft button.
    The Template Builder appears.

To add a question

  1. Open a template in the Template Builder.
  2. Click the Arrow icon on a section to expand the section.


  3. Click the Create a Question button or drag a Question Type icon into the questionnaire.
    The Question Builder modal appears.
  4. Complete the fields, as necessary.
  5. Click the Save button.

Question Types

You can use different types of questions in an assessment to gather different kinds of information.

MultiChoice Questions

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 MultiChoice.

Answer Required

Enable this toggle to make this question required.

Attachment Required

Enable this toggle to make the attachment required.

Question Hint

Enable this toggle 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 Multi-Selections

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

Allow Justification

Select this to allow the respondent to enter justification comments.

Add Supporting Attachments

Select files from your computer to add to the question.

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.

Option

Enter options to make available as answers to this question.

Yes/No Questions

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 Yes/No.

Answer Required

Enable this toggle to make this question required.

Attachment Required

Enable this toggle to make the attachment required.

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.

Add Supporting Attachments

Select files from your computer to add to the question.

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

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

Date 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 Date.

Answer Required

Enable this toggle to make this question required.

Attachment Required

Enable this toggle to make an attachment required.

Question Hint

Enable this toggle 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.

Add Supporting Attachments

Select files from your computer to add to the question.

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.

Statement Question

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



Field
Description
Question Type

Select Statement.

Attachment Required

Enable this toggle to make the attachment required.

Add Supporting Attachments

Select files from your computer to add to the question.

Title

Enter a title.

Description

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

Text Questions

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 Text.

Answer Required

Enable this toggle to make this question required.

Attachment Required

Enable this toggle to make the attachment required.

Question Hint

Enable this toggle 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.

Add Supporting Attachments

Select files from your computer to add to the question.

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.

Inventory Questions

Inventory questions, in combination with attribute questions, create and update information on vendor records. In an assessment, the respondent will be able to select a specific vendor record.



Field
Description
Question Type

Select Inventory.

Inventory

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

Primary Record

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

Link Selection to Assessment

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

Answer Required

Enable this toggle to make this question required.

Attachment Required

Enable this toggle to make the attachment required.

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.

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.

Add Supporting Attachments

Select files from your computer to add to the question.

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

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

Personal Data Questions

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 Personal Data.

Answer Required

Enable this toggle to make this question required.

Attachment Required

Enable this toggle to make the attachment required.

Question Hint

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

Which of the following records should this update?

Select the record you would like to update.

Add Supporting Attachments

Select files from your computer to add to the question.

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.

Assess Control Questions

Assess control questions help to capture information about the control implementations.



Field
Description
Question Type

Select Assess Control.

Primary Record

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

Link Selection to Assessment

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

Answer Required

Enable this toggle to make this question required.

Attachment Required

Enable this toggle to make the attachment required.

Question Hint

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

Allow Multi-Selections

Enable this toggle to allow Muti-Selections on the Access Control question.

Attribute Questions

Note:

You must have at least one Inventory question in your template in order to use Attribute questions.

Attribute questions, in combination with inventory questions capture information about the attributes of an inventory record. In an assessment, respondents will select or enter responses about the attributes of the inventory records selected in the related inventory question.



Field
Description
Question Type

Select Attribute.

Answer Required

Enable this toggle to make this question required.

Attachment Required

Enable this toggle to make the attachment required.

Question Hint

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

Which of the following records 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.

Add Supporting Attachments

Select files from your computer to add to the question.

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

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

To edit a question

  1. Open a template in the Template Builder.
  2. Use the Arrow icon to expand a section.
  3. Hover over the question you want to edit until the Edit icon appears.
  4. Click the Edit icon.
    The Question Builder appears.
  5. Revise the fields as necessary.
  6. Click the Save button.

To delete a question

  1. Open a template in the Template Builder.
  2. Use the Arrow icon to expand a section.
  3. Hover over the question you want to delete until the Delete icon appears.
  4. Click the Delete icon. A confirmation dialog appears.
  5. Click the Confirm button.
Note:

If you delete a question, any rules referencing the question will be automatically deleted. 

To move a question

  1. Open a template in the Template Builder.
  2. Use the Arrow icon to expand a section.
  3. Click and drag the question you want to move to the new location.
Note:

If a navigation rule is made invalid by moving a question, the rule will automatically be deleted.