Adding a Questionnaire to a Basic Profile

 Table of Contents

• Summary
• Steps

Summary

Once a questionnaire has been completed it can be added to your Basic Profile as a completed questionnaire. Please refer to the article Completing a Self-Assessment for your Whistic Profile for more information on how to self-assess on Industry Standard questionnaires.

Note: If you do not have Basic Profile enabled on your account please reach out to [e-mail] for assistance.

Steps

1. Select Whistic Profile from the left-side navigation menu

2. Choose a profile or select 'Edit' to create a new one:

Click HERE to learn more about creating multiple Whistic profiles

3. Once the correct profile is chosen, you will want to click 'Edit' at the top of the screen to go into 'Edit Mode'. Once in edit mode, your screen will look like this:

4. Next, you will scroll down to the 'Questionnaires' section. Once there, you will click on '+Questionnaire' on the right-hand side:

5. Changes are auto-saved, but once you have added the questionnaire, you can select 'Done' at the top of the page to exit 'Edit Mode'

NOTE: If you need to update the questionnaire that has been added, please refer HERE.