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Editing a questionnaire in Hyperproof

Roles and permissions

The following roles can edit a questionnaire:

  • Administrators who are members of the Vendor Register

  • Compliance managers who are members of the Vendor Register

  • Users who are members of the Vendor Register

Questionnaires can be edited in Hyperproof or outside of Hyperproof via CSV. The steps below explain how to edit a questionnaire directly in Hyperproof.

Tip

For more information, see the Questionnaires video at the bottom of the page.

  1. From the left menu, select Vendors.

  2. Select the Questionnaires tab.

    questionnaires-tab.png

  3. Select the questionnaire you want to edit.

  4. In the right pane, click View questionnaire.

    view-questionnaire-link.png

  5. Click Edit.

  6. Do any or all of the following:

    1. Click New to add a new section, question, or text box.

    2. Rearrange questions by dragging and dropping them.

    3. Rearrange sections by dragging and dropping them.

    4. Expand a question box to:

      1. Edit the question and/or answer options

      2. Add or remove scoring

        Tip

        Scores can be between 0-1, inclusive—i.e. 1, 0, .5.

        For multi-select questions, the scores can be additive up to 1, e.g. .2, .2, .3, .3. An error is shown if the values add up to more than 1.

      3. Change the question type

      4. Add or remove a weight

      5. Make the question optional or required

      6. Make the question a gating question

      7. Duplicate the question

      8. Delete the question

  7. Click Save.

A note about updated questionnaires

If a questionnaire is updated after a vendor has submitted their answers, and you want the vendor to answer the updated questions, you need to resend the questionnaire. Questionnaire version numbers can be found in your list of questionnaires as well as next to the vendor who filled out the form.

If a vendor has not yet submitted a questionnaire that's since been updated, you can cancel the questionnaire. Questionnaires that have been sent or are in progress can be canceled. If the vendor attempts to fill out the canceled questionnaire, they'll receive the following message: This questionnaire is no longer active.

Questionnaires video

Watch this short video to learn more about creating and editing questionnaires in Hyperproof.

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