Defining Questionnaire Types

Objective

After completing this lesson, you will be able to define questionnaire types.

Questionnaire Types

Questionnaire types specify the different categories or areas into which your company's modular supplier management questionnaires are divided, usually based on their purpose.

If your organization's processes include engagement risk assessment projects for engagements where a supplier is never specified, and where all of the assessment questionnaires are internal, you must define a questionnaire type with the unique name SR Engagement Questionnaire Type.

  • This requirement is only applicable if the ability to submit an engagement request with no supplier selected feature is enabled in your site

This table shows an example of the risk types data file.

DescriptionEvaluationTypeNameUniqueName
 NonGradedCertificationCERT
 GradedSupplier Risk Engagement AssessmentRISK
 GradedSupplier Risk Engagement Assessment with No SupplierSR Engagement Questionnaire Type

Questionnaire Types Definition

You use the Import Questionnaire Types data import task to define questionnaire types. The task reads from the SMQuestionnaireType.csv file, which includes the following fields:

FieldDescriptionRequired?Notes
DescriptionA description of the questionnaire type.No 
EvaluationTypeSpecifies whether or not the modular questionnaire uses scoring using one of the following values: Graded or NonGraded. Blank values are considered NonGraded.No 
NameThe name of the questionnaire type.Yes 
UniqueNameThe unique ID of the questionnaire type.YesCannot contain spaces

Questionnaire Types Translations Definition

You use the Import Translations for Questionnaire Types data import task to define translations for the questionnaire types you defined in SMQuestionnaireType.csv. The task reads from a CSV file that includes the following fields:

FieldDescriptionRequired?Notes
NameThe translation for the name of the questionnaire type.Yes 
UniqueNameThe unique ID of the questionnaire type as defined in SMQuestionnaireType.csv.Yes 
LanguageA valid value for the translation language.YesConsult the Supplier risk data import guide for valid values

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