Adding, Editing, and Deleting 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
To add a question
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 about inventory records such as assets, processing activities, engagements, and vendors. In an assessment, the respondent will select an inventory record.
- Field
- Description
- Question Type
-
Select Inventory.
- Inventory
-
Select the inventory to which the question applies. The response options for this question are based on the inventory selected.
- Primary Record
-
Enable this setting to identify the record that is the main purpose of the assessment. The question response is populated based on how the assessment is created.
- Link Selection to Assessment
-
Enable this setting to link the assessment to the record selected in the question response. This link associates the assessment with the record but does not by itself designate the record as the primary record.
- 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.
You can use assessment responses to automatically relate inventory records to each other (processing activities to assets and data elements/personal data to processing activities).
-
Hover over the inventory question you want to use to initiate the relation.
-
Click the Link icon. The Configure Relationships modal appears.
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In the Related Question field, select the inventory or personal data question you want to be related.
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.
Attribute Questions
You must have at least one Inventory question in your template in order to use Attribute questions.
Score and Formula type attributes are not supported in Third Party Risk Management Assessments.
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.
- Allow Justification
-
Select this to allow the respondent to enter justification comments. This option is available only when the selected attribute is a single-select or multi-select attribute.
Controls Questions
You must have at least one Inventory question in your template in order to use Controls questions.
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 Controls.
- Answer Required
-
Enable this setting to make this question required.
- Attachment Required
-
Enable this setting to make the attachment required.
- Question Hint
-
Enable this setting to show a tooltip with a hint next to the question.
- Which inventory record should this update?
-
Select the inventory that the response will automatically 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.
- Question Hint
-
Enter the hint that will assist the respondent in answering the question correctly.
Contract Questions
You must have at least one Inventory question in your template in order to use Contract questions.
Each vendor question can only have one contract and one engagement question.
Contract questions can be used to configure response filters in template builder. Once a contract question has been configured, pulling in an attribute question will allow you to link it to any existing inventory, engagement, or contract question. By selecting your contract question, the list of both system and custom attributes will be available for the contract.
- Field
- Description
- Question Type
-
Select Contract.
- Answer Required
-
Enable this setting to make this question required.
- Attachment Required
-
Enable this setting to make the attachment required.
- Question Hint
-
Enable this setting to show a tooltip with a hint next to the question.
- Which vendor record should this link to?
-
Select the vendor record in which this will be linked.
- 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.
- 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.
Engagement Questions
You must have at least one Inventory question in your template in order to use Engagement questions.
Each vendor question can only have one contract and one engagement question.
The related vendor inventory question must be configured as single-select. If Allow multiple selections is enabled on the vendor question, the Engagement question type is unavailable and cannot be configured on the template.
Engagement questions can be used to configure response filters in template builder. Once an engagement question has been configured, pulling in an attribute question will allow you to link it to any existing inventory, engagement, or contract question. By selecting your engagement question, the list of both system and custom attributes will be available for the contract.
- Field
- Description
- Question Type
-
Select Engagement.
- Primary Record
-
Enable this setting to track the primary record for the assessment based on the record selected.
- Link Selection to Assessment
-
Enable this setting to link multiple assessments to allow those assessments to be managed and controlled simultaneously.
- Answer Required
-
Enable this setting to make this question required.
- Attachment Required
-
Enable this setting to make the attachment required.
- Question Hint
-
Enable this setting to show a tooltip with a hint next to the question.
- Which vendor record should this link to?
-
Select the vendor record in which this will be linked.
- 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.
- 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.
To edit a question
To delete a question
- Open a template in the Template Builder.
- Use the Arrow icon to expand a section.
- Hover over the question you want to delete until the Delete icon appears.
- Click the Delete icon. A confirmation dialog appears.
- Click the Confirm button. Click the Confirm button.
If you delete a question, any rules referencing the question will be automatically deleted.
To move a question
- Open a template in the Template Builder.
- Use the Arrow icon to expand a section.
- Click and drag the question you want to move to the new location.
If a navigation rule is made invalid by moving a question, the rule will automatically be deleted.