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Manage questionnaires

Remove companies from a questionnaire, change the answering company, and delete, archive or unarchive questionnaires.

You can remove companies from a questionnaire, change who answers it, and delete, archive and unarchive questionnaires, on Vendor Compliance → Questionnaires.


Remove companies from a questionnaire

  1. Open the questionnaire and go to the Responses tab.

  2. Tick the assessed companies you want to remove. You can select one or several at once.

  3. Click Delete requests in the bar above the table.


Change the answering company

After you’ve invited a supplier, you may want another company in your network to answer the questionnaire about that supplier.

  1. Remove the invited company from the questionnaire, as described above.

  2. Invite it again. In the Invite companies step, click the company in the Answering Party column and select the company that should answer. See Create a questionnaire for the full invitation steps.


Delete a questionnaire

You can only delete a questionnaire as long as it’s a draft. Once you’ve invited at least one company, you can archive it, but not delete it.

You can delete a questionnaire in two ways:

  • Open the questionnaire and click the bin icon on the right of the top bar.

  • Or, in your questionnaire list, tick one or several questionnaires and click Delete in the bar above the table.


Archive questionnaires

  1. In your questionnaire list, tick the questionnaires you want to archive.

  2. Click Archive in the bar above the table.

The answers you’ve collected are kept. You can see them again once you unarchive the questionnaire.


Unarchive questionnaires

  1. Switch from Active to Archive & Old Assessments above the table.

  2. Tick the questionnaires you want to restore and click Un-archive in the bar above the table.

Your old assessments are on the same tab. See Questionnaires overview.


💡 To find a questionnaire or a company quickly, use the Sort and Filter buttons above the list. See Filter and customize tables.

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