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How To Review an Assessment/Questionnaire

  • Updated

Table of Contents

Summary

When a vendor has completed and shared their questionnaire responses, the requester will receive an email notification. This article will guide you through the steps of reviewing their responses and information. 

📋 Steps

1. Go to Review / View Report - Option 1 - Open the questionnaire report via the email notification link or by clicking on the link on the Dashboard. In the task list, select "Active Vendor Reviews".

Option 2: From the dropdown Assess select Vendors, the specific vendor / Overview / Assessments / Questionnaire / Start Review

Active Vendor Reviews (Via Dashboard)

Assessments Overview (Via Vendor Profile)

2. Allow the questionnaire to open and load all responses and supporting documentation. This may take a minute depending on the size.

3. Start Review - To begin reviewing a questionnaire, please click "Start Review". Once you have selected "Start Review" you will then be notified that you will be assigned as a reviewer.

Note - If you would like to use a review that already exists, skip to step #4.

For ease, here are some explanations of the options at the top of the review page:

A. Navigation

  • Back to Vendors - Takes you back to your vendor catalog
  • Vendor Details - Takes you back to the overview page for the vendor
  • Show Header - Expands the header that you would normally see on the overview page for the vendor

B. Review Status

  • Reviewing (Questionnaire Name) - Displays the name of the questionnaire you are reviewing
  • More Info - Expands out and offers the below information
    • Version - The published version of the questionnaire you are reviewing
    • Created - The date the questionnaire/request was sent to the vendor or the date that the self-assessment was created
    • Shared - The date the Whistic Customer received the questionnaire (including Trust Catalog imports, and Profile acceptance)
  • Reviewers - Lists the users associated with this specific review and allows you to add more reviewers if needed
  • Close - This will allow you to close this review page and return back to the Vendor Details page
  • Mark Complete - This option allows you to mark the review complete even if you haven't reviewed all of the questions in the questionnaire.
  • Ellipsis Menu (3 dots) - This will provide you the option to export the questionnaire to excel

C. Review Progress

  • Issues - This will allow you to create issues based off the questions that have been flagged as an issue on the questionnaire.
  • Add Notes - This option allows you to add Assessment Notes/Comments that can be included in your completed report
  • Progr

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