Table of Contents
Summary/Getting Started
Complete Self-Assessments, such as the CAIQ, the VSA, and the SIG Lite, so they can be attached to your Whistic Profile. Those viewing the profile can see the results of the assessments and additional documents and files that were uploaded to the assessment.
Steps
Log in to Whistic and then complete the steps below.
1. Select the Questionnaires tab from the left navigation menu.
2. Hover over the questionnaire and select Self-Assessments. This will bring you to the questionnaire to be completed or it will bring you to a page where you can select which version to complete.
3. Fill out the questionnaire, notice the different tools available to help navigate the form and complete it:
- Team Members - Collaborate with others (instructions)
- Collaborate - Assign questions to teammates (instructions)
- Jump To - This allows you to easily find various sections
- First Unanswered/Next Unanswered AND
- Filter By - Allows filtering by Unanswered, Answered, etc.
- Smart Response - Automate the questionnaire response process using information from documents and previously completed questionnaires in your Knowledge Base.
4. Once the questionnaire is complete it can be added to a Whistic Profile by first choosing 'Edit':
5. After clicking the 'Edit' button, you'll scroll down to the Questionnaires section of your profile. Once there, you'll click on '+Questionnaire' on the right-hand side:
6. Removing a questionnaire (if needed) is just as easy. You simply go back to your profile and click 'Edit' first. You will scroll down to the Questionnaires section again and click the 'trash can' icon. The website will ask you if you're sure, you'll select 'Yes' to remove:
Additional Resources
Note: If you do not have the Profile feature enabled on your account please reach out to support@whistic.com for assistance.
If the questionnaire cannot be removed, it may be that the response or questionnaire version was archived previously. Please contact Whistic in this case for a resolution (Reference #DEV-1109588166166420).
Smart Response - automates the questionnaire response process using information from documents and previously completed questionnaires in your Knowledge Base.