Create New TPRM SAE questionnaire template form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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
    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.