Create a questionnaire or document request template using the Designer

Use the Questionnaire Template Designer to create and edit questionnaire or document request templates that you can use as the basis for other templates.

Before you begin

Role required: admin or sn_vdr_risk_asmt.vendor_risk_admin

Table 1. Terminology in TPRM

Term	Description
Metric or Assessment metric	A single question within a questionnaire template.
Metric type or Assessment metric type	A questionnaire template.
Category or Assessment category	A set of related questions within a questionnaire template. Note: There can be multiple categories within a metric type.

Note:

A questionnaire template must have at least one category. Each category must contain at least one question.

Procedure

1. Navigate to All > Third-party Risk Management > Assessment Setup > Questionnaire Templates or Third-party Risk Management > Assessment Setup > Document Request Templates.
2. Select New (Designer).

   Table 2. Tabs on the designer

   Tab	Description
   Controls	Supported question data types are available in the Controls palette. Drag a control onto the designer canvas to create a question of that type.
   Questions	A library of questions for various categories, so you don’t have to build each questionnaire from scratch.
   Categories	Assessment open in the Design view. The questionnaire Name field appears above the first category in the canvas. A empty question field appears in the category container.

3. Enter a name and then drag a control onto the designer canvas to create a question of that type.
   Note:

   Selecting the scored option (Scored check box) is optional. All question responses unless otherwise stated are scored. The scored option changes the scoring behavior. If selected, the score is based on a binary system (0 or 100) reflecting whether the answer is correct or incorrect. If not selected, the score is calculated using a scale definition, involving the questionRating, questionPercentContribution, and questionNormalizedValue formulae, and the MaximumNormalizationInput field can influence the normalized value. For more information, see Third-party risk ratings and scoring calculations and Normalize the scores for metrics.

   Table 3. Question controls

   Data type	Description	Scored
   Attachment	Question with a Manage Attachments icon for users to attach one or more files.	Y
   Boolean	Question with a check box or a Yes/No list for user responses.	N
   Choice	List of predefined options. For more information, select the definition for Choices.	Y
   Date	Date field.	N
   Date/Time	Date and time field.	N
   Number	Number field with predefined minimum and maximum values. The default is 1–10.	N
   Percentage	Percentage field with a prescribed range.	N
   Scale	Predefined Likert scale. Answer options appear as radio buttons.	Y
   Numeric Scale	Selectable number scale. The default is 1–5. Answer options appear as radio buttons.	Y
   String	Single or multi-line text field.	N
   Template	Choice list of templates that provide a predefined scale of options.	Y
   Reference	Choice list of fields from a specified reference table. This data type doesn’t support reference qualifiers.	N
   Image Scale	Choice list of images you can use for scales.	N
   Multiple Selection	List of selectable choices. Multiple choices are allowed.	N
   Ranking	Selectable scale for ranking choices.	N

4. Select the form context menu to select one of the following options.

   Option	Description
   Save	Save the current questionnaire or document request.
   Preview	Display a preview of the questionnaire or document request with its current settings.
   New Assessment	Open a fresh canvas for a new questionnaire or document request.
   Load Assessment	Open the list of existing questionnaires or document requests that are available for use.
   Copy Assessment	Create a copy of the questionnaire or document request that you can edit.