Who is this article for?

Users who need to create mini questionnaires to send to suppliers.

Manufacturer Userpermissions are required.

Manage Mini Questionnaires provides you with all the tools you need to create communications that help you stay up to date with your suppliers between self-audits. This guide will walk you through how to add new and manage existing mini questionnaires.

1. Manage Mini Questionnaires
2. Creating Mini Questionnaires
3. Actions
   • View
   • Edit
   • Delist
4. Further Reading

1. Manage Mini Questionnaires

To access mini questionnaires:

1. Expand the My Company Information menu.
2. Select Manage Mini Questionnaires.

You will be taken to a separate page with a list of all questionnaires on your system.

Delisted questionnaires are displayed in red.

2. Creating Mini Questionnaires

To create a questionnaire:

1. Click Create a New Mini Questionnaire.
   You will see a pop-up asking if you want to create it from scratch.
2. Tick Create from scratch.
   You can also choose to create one using an existing questionnaire as a base.
3. Click Continue.
4. Scroll down to see the form.
5. Enter a Questionnaire Name.
6. Select a Question Type.
7. Type in your Question.
   This is what the supplier will see as a prompt when answering it.
8. Click Add New Question to generate a new question row.
9. Once you are happy with your content, click Save.

3. Actions

To interact with a mini questionnaire record, click the   icon at the far right of the row to access the actions available for it.

View

Generates a pop-up where you can view the content of the questionnaire.

Edit

Opens the edit screen at the bottom of the page, where you can add, change, or delete the questions listed in the mini questionnaire. The icon will be greyed out if the questionnaire is delisted.

Click Save once you are done making changes to your questionnaire.

Delist

Generates a pop-up where you can confirm that you want the mini questionnaire to be removed from available selections.

You can reinstate the questionnaire by clicking the Relist icon.

4. Further Reading

• Sending Bulk Communication to Suppliers