Dynamic Questionnaire Template

[rajeeshraj]

Hello

I have a requirement to send Vendor Risk assessments where in the questionnaire templates in the assessment template should be dynamic. Depending on the vendor tier and other hosts of criteria when the vendor risk is triggered, the questionnaires and document requests must be different.

Is this possible out of the box? If not, how can this functionality achieve?

Thanks

[Donte Hooker1]

The steps are:

1. Create an Assessment template for each use case.

2. Create the Tier base assessment rule for each condition and relate the assessment template to the rule.

In the template you can have the assessments and document request you want to send to the vendor

[rajeeshraj]

Thanks for the reply.

With the out-of-the-box Tier-based rule, we can only create one Assessment Template and then link to the Vendor Tier.

Our requirement is to send Vendor risk assessments (Assessment Template technically), but the underlying Questionnaire should change dynamically.

For example, if the Vendor is XYZ and has other characteristics other than Vendor Tier, like the Service they provide, if they are in a certain location, etc., we want to mix and match the Questionnaire templates in the Assessment Template.