Requesting Updates for External Modular Questionnaires

Objective

After completing this lesson, you will be able to request an update for an external modular questionnaire.

About Requesting Updates for External Modular Questionnaires

Modular questionnaires can allow continuous updates or permanently close after the submitted answers are initially approved or denied. However, even if a modular questionnaire doesn't normally permit updates, requesting an update reopens the questionnaire so the recipient can update it once.

When a supplier contact opens and views an external modular questionnaire in their SAP Business Network account, it becomes exclusively assigned to them. This assignment means no one else can view or respond to it. To send the questionnaire to a different contact, the owner of the questionnaire must request an update. The person currently assigned to the questionnaire is the only one who can respond to it.

How to Request Updates for External Modular Questionnaires

Use these steps to request an update for an external modular questionnaire. This process allows you to send a reminder to the current recipient or select a different recipient and invite them to update the questionnaire.

Prerequisites

To request an update or change a recipient for a modular questionnaire, you must be a member of the SM Modular Questionnaire Manager, Supplier Risk Engagement Expert, or Supplier Risk Engagement Governance Analyst group.

You can't request an update while the questionnaire is in Pending Submission, Pending Resubmission, or Pending Approval status.

Business Scenario

Supplier manager Amy Chen previously denied an external modular questionnaire because the responses did not meet NSM Global’s certification standards. The supplier has recently obtained one of the desired certificates and wants to update the questionnaire. However, the original recipient has changed job roles. Therefore, Amy must reopen the questionnaire and send it to a different contact so that the supplier can provide the details of their new certificate.

In this video, you’ll watch Amy request an update and change the recipient for an external modular questionnaire.

Steps

  1. Open the modular questionnaire by performing one of the following actions:

    • Navigate to the Questionnaires detail area of the supplier's profile. On the Questionnaire tab, view the questionnaire.
    • On the Home dashboard, choose SM Modular Questionnaire in the search context menu, optionally enter a search term such as the name of the questionnaire, and then choose the search icon. On the search page, choose the name of the questionnaire and select Open.

  2. Choose Request Update.

  3. Perform one of the following actions:

    • Leave the current recipient selected.
    • Search for and select a different supplier contact.
    • Add a new contact and choose them as the recipient if you have permission to add supplier contacts.

  4. Optional: Enter a comment about the update request or questionnaire reassignment.

  5. Choose Save.

Result

The current or updated recipient receives an e-mail notification inviting them to submit the questionnaire.

If the questionnaire is set up to generate reminders, requesting an update restarts the reminder schedule.

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