Create a document request template

Risk managers use the Document Request Template Designer to create and edit questionnaire templates which can be used as a basis for other templates.

Before you begin

Role required: vendor risk manager
Note: Three default questions are created automatically for each new document request templates.

Procedure

  1. Navigate to Vendor Risk > Administration > Document Request Templates.
  2. Click New or New (Designer).
    The designer contains the following elements:
    Element Description
    Controls Controls for the supported question data types are available in the Controls palette. Drag a control onto the designer canvas to create a question of that type.
    Header bar The header bar contains tabs with different views and a menu of various functions. The availability of each option depends on the status of the assessment that is opened in the designer.
    Design canvas New assessments open in the Design view. The questionnaire Name field appears above the first category in the canvas. A blank question field appears in the category container.
  3. Enter a name in the Name field.
  4. Drag a control onto the designer canvas to create a question of that type.
    Table 1. Question controls
    Data type Description Scored
    Attachment Question with a Manage Attachments icon for users to attach one or more files. Y
    Boolean Question with a check box or a Yes/No list for user responses.
    Choice List of predefined options. For more information, see the definition for Choices. Y
    Date Date field. N
    Date/Time Date and time field. N
    Number Number field with predefined minimum and maximum values. The default is 1–10. N
    Percentage Percentage field with a prescribed range. N
    Scale Predefined Likert scale. Answer options appear as radio buttons. Y
    Numeric Scale Selectable number scale. The default is 1–5. Answer options appear as radio buttons. Y
    String Single or multi-line text field. N
    Template Choice list of templates that provide a predefined scale of options. Y
    Reference Choice list of fields from a specified reference table. This data type does not support reference qualifiers.
    Image Scale
    Multiple Selection
    Ranking
    Note: Set the correct answer for the metric that you want to be scored. Scored metrics determine the compliance status of the risk.
  5. Click one of the following tabs to change the view in the canvas:
    OptionDescription
    Design Default view of the canvas. Add categories and questions, and configure the properties of each.
    Configuration Create introductions and end notes for attestations, and select a signature.
    Availability Select the recipients for each category in the attestation.
  6. Point to the menu icon in the upper right of the designer to select one of the following options:
    Note: The availability of each option depends on the status of the questionnaire that is opened in the designer.
    OptionDescription
    Save Save the current questionnaire.
    Preview Display a preview of the questionnaire.
    New Questionnaire Open a fresh canvas for a new questionnaire.
    Open Questionnaire Open a list of existing questionnaire that you can select and edit.