Create New TPRM SAE questionnaire template form

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Create New TPRM SAE questionnaire template form

    The Create New TPRM SAE questionnaire template form enables third-party risk administrators to design and capture all necessary information for a TPRM Smart Assessment Engine (SAE) questionnaire template. This form is used within the Vendor Management Workspace and facilitates creating internal or external questionnaire templates tailored to different third-party risk areas.

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    Key Features

    • Template name: Assign a unique and meaningful name to identify the questionnaire template.
    • Third-party risk area: Select the applicable third-party risk area for the questionnaire. This option is available only when creating templates in the Vendor Management Workspace.
    • Purpose: Choose from predefined TPRM purposes such as external 3rd-party element questionnaire, external 4th-party questionnaire, document request, internal IRQ, or internal tiering questionnaire. It is critical to use only supported purposes to avoid assessment failures during system processing.
    • Include previous responses: Optionally pre-populate the questionnaire with responses from the most recently completed questionnaire based on the same template. This helps streamline reassessments but excludes attachment, duration, and signature type answers. This setting is locked once the questionnaire is sent to the third party and requires appropriate roles to override during draft editing.
    • Instructions: Provide useful guidance for responders to complete the questionnaire effectively.

    Important Considerations

    • The TPR assessment reviewer role is required to view TPRM questionnaire templates.
    • Only published assessment templates can be used to create assessments.
    • To control the reuse of previous responses, administrators can configure the maximum allowable age for source questionnaires via the snvdrriskasmt.maxageforquestionnairereuse system property.
    • Notification to third-party contacts includes information about reused responses with links and last update dates for transparency.

    Next Steps

    After creating the questionnaire template using this form, you can proceed to create a TPRM SAE questionnaire or document request template based on the designed template to start assessments.

    Use the Create New TPRM questionnaire template form to capture all the information that you need to create a TPRM SAE questionnaire template using the Smart Assessment template designer. As a third-party risk admin, you can create a questionnaire template.

    Table 1. Create New TPRM questionnaire template form
    Field Description
    Template name Unique meaningful name for the template.
    Third-party risk area

    The third-party risk area that applies to this questionnaire template.

    Note:
    This option is only available when you create an internal or external questionnaire template using the Vendor Management Workspace.
    Purpose

    Purpose for the new template.

    Note:
    Known as Template classifications in the Classic assessment engine, TPRM has a Purpose for each classic template classification.
    TPRM purpose options include:
    • TPRM external 3rd-party element questionnaire
    • TPRM external 4th-party questionnaire
    • TPRM external document request
    • TPRM external questionnaire
    • TPRM internal IRQ
    • TPRM internal tiering questionnaire
    Note:
    Only use the available template purposes. Creating custom purposes (categories or classifications) will cause SAE assessments to fail during m2m linkage processing. When creating or migrating SAE questionnaire templates, make sure the Purpose field is set to one of the supported categories only.
    To view a TPRM TPRM questionnaire template you must have the TPR assessment reviewer role [sn_vdr_risk_asmt.vendor_assessment_reviewer].

    For more information on creating assessment template purposes, see Create an assessment template category.

    Note:
    You can create an assessment only from a published assessment template.
    Include previous responses
    Option to pre-populate the questionnaire with responses from a completed questionnaire (state is Complete).
    Important:
    If you have the TPR assessor [sn_vdr_risk_asmt.vendor_assessor] role, you can override the option that is specified in the questionnaire template while editing a questionnaire in the draft state.

    The entry in the Third-party portal notifies the third-party contact that responses were copied. The notification includes a link to the assessment that supplied the responses and its last updated date.

    • The responses are populated when the new questionnaire is submitted to the third-party contact.
    • The source questionnaire must be based on the same template as the current questionnaire.
    • The responses are populated from the most recently completed questionnaire.
    • Answers of the attachment, duration, and signature type aren’t copied.
    • The setting can’t be changed after the questionnaire is sent to the third party.

    To specify the maximum age for source questionnaires, configure the Maximum age for reusing responses sn_vdr_risk_asmt.max_age_for_questionnaire_reuse system property. See Configure TPRM properties.

    Note:
    This option is only available when you create a questionnaire template using the Vendor Management Workspace.
    Instructions Information that a responder might find useful when responding to a questionnaire.