Questionnaires
The Questionnaires module enables auditors to create structured surveys and assessment forms with conditional logic, scoring, and automated response analysis.
Key Capabilities
| Capability | Description |
|---|---|
| Form Builder | Drag-and-drop questionnaire designer |
| Question Types | Text, number, select, multi-select, date, file upload, rating |
| Conditional Logic | Show/hide questions based on previous answers |
| Scoring | Automatic scoring with weighted questions |
| Templates | Reusable questionnaire templates |
| Distribution | Send to internal users or external clients |
| Analysis | Automated response aggregation and reporting |
| AI Analysis | AI summarizes responses and identifies patterns |
Use Cases
| Use Case | Description |
|---|---|
| Risk Assessment | Self-assessment questionnaires for business units |
| Control Testing | Structured control evaluation forms |
| Compliance Surveys | Regulatory compliance self-certification |
| Audit Client Prep | Pre-audit questionnaires for clients |
| Exit Interviews | Post-engagement feedback collection |
| Fraud Indicators | Fraud risk assessment questionnaires |
Question Types
| Type | Description | Scoring |
|---|---|---|
| Single Choice | Radio buttons — one answer | Weighted per option |
| Multi Choice | Checkboxes — multiple answers | Sum of selected weights |
| Text | Free-form text response | Manual or AI-scored |
| Number | Numeric input with range validation | Threshold-based |
| Date | Date picker | N/A |
| Rating | 1-5 star or scale rating | Direct value |
| File Upload | Attach supporting documents | N/A |
| Yes/No | Boolean toggle | Pass/fail scoring |
Getting Started
- Create Questionnaires → — Build your first form
- Conditional Logic → — Dynamic question flow
- Scoring → — Configure scoring rules
Related Documentation
- Compliance — compliance self-assessment forms
- Engagements — pre-audit questionnaires
- PBC — client-facing forms via portal