Create Questionnaires

Questionnaires allow you to collect structured assessment data from audit clients, management, or internal teams. Build questionnaires with multiple question types, conditional logic, and automated scoring.

Creating a Questionnaire

1. Navigate to Questionnaires → + New Questionnaire
2. Enter the questionnaire title and description
3. Add sections and questions

Question Types

Type	Description	Use Case
Single Choice	Radio button — one answer	Yes/No questions, maturity ratings
Multiple Choice	Checkboxes — multiple answers	Select all applicable controls
Text	Free-form text input	Explanations, comments
Rating Scale	Numeric scale (1-5, 1-10)	Maturity assessments
Date	Date picker	Implementation dates
File Upload	Attach a document	Evidence submission
Matrix	Grid of questions × options	Multi-criteria assessment

Building the Questionnaire

Add Sections

Group related questions into sections:

• Give each section a title (e.g., "IT Controls", "Financial Controls")
• Sections can be collapsed/expanded by respondents
• Questions within sections are numbered automatically

Add Questions

For each question, configure:

• Question text — what you're asking
• Question type — how the respondent answers
• Required — whether an answer is mandatory
• Help text — guidance for the respondent
• Options — choices for single/multiple choice questions
• Score values — point values for each option (for scoring)

Distribution

Assign Respondents

1. Click Distribute
2. Add respondents by email or user account
3. Set a due date
4. Click Send
5. Respondents receive an email notification with a link

Tracking Responses

The questionnaire dashboard shows:

• Total respondents vs. completed
• Individual response status
• Completion rate percentage
• Reminder controls for incomplete responses

Permissions

Action	Auditor	Manager	CAE
Create questionnaires	✅	✅	✅
Distribute	✅	✅	✅
View responses	✅ Own	✅ All	✅ All
Export results	✅	✅	✅