Questionnaires

Share

Is this article helpful?

Last updated:

How to Export Questionnaires

In your KCM GRC Vendor Risk Management module, you can create and configure questionnaires to send to the vendors or third parties your organization works with. If you would like to save configured or completed questionnaires for your records, you can export them as CSV files.

For information about creating and configuring a questionnaire, see our How to Create and Configure Questionnaires article. To learn how to export configured questionnaires and completed questionnaires, see the sections below. 

Exporting Configured Questionnaires

After you configure a questionnaire, you can export a CSV file that contains information about the questionnaire. Then, you can download the CSV file to your device.

To export a configured questionnaire, follow the steps below:

  1. From your navigation panel, navigate to Vendor Management > Questionnaires.
  2. From the Name column, select the questionnaire that you would like to export. 
  3. In the Questionnaire Versions section of the page, click the Export button.
  4. Open the file download. If you would like, you can save the file to your device.

Information in the Configured Questionnaire CSV File

The CSV file will contain information about the questionnaire you configured.

For information about the headers that are included in the CSV file, see the table below:

Column Header Description
section

If the question is from a system template, the fields in this column will display the name of the section that the question is from. If the question is a custom question that you added or imported into the questionnaire, this column will display Custom. 
question

The fields in this column will display each question in the questionnaire.

Important: Custom questions with answer options that are in the multiple choice or checkbox formats will have multiple rows in the CSV file. Each answer option for the question will include a row. 
type

The fields in this column will display the type of answer option that the question uses, including Yes/ No/ N/A, multi for multiple choice, Free form for free form text, or checkbox for check boxes. 
answer_options

answer_options: The fields in this column will display each answer option available for the question.

For information about the how answer options will display based on answer type, see the list below:

  • If the type is free form, the field will be blank.
  • If the type is multiple choice, the question will have multiple rows in the CSV file because each answer option will display on a separate row. 
  • If the type is checkbox, the question will have multiple rows in the CSV file because each answer option will display on a separate row. 
  • If the type is Yes/ No/ N/A, the field will display Yes/ No/ N/A.
is_correct

The fields in this column will display the correct answer for the question.

For information about how the correct answers will display based on answer type, see the list below:

  • If the type is free form, the field will be blank.
  • If the type is multiple choice, the question will have multiple rows in the CSV file because each answer option will display on a separate row. The row that contains the correct answer option will display Selected.
  • If the type is checkbox, this column will be blank because the question can have multiple correct answers. 
  • If the type is Yes/ No/ N/A, the field will display the correct answer, such as Yes.
how_to_answer

The fields in this column will display how the vendor should answer the question.

For information about how the vendor should answer based on answer type, see the list below:

  • If the type is free form, the field will display Free form.
  • If the type is multiple choice, the field will display Please choose one.
  • If the type is checkbox, the field will display Please choose all that apply.
  • If the type is Yes/ No / N/A, the field will display Please choose one. 
score

The fields in this column will display the total number of points a vendor can receive for the question. 

Important: If the question type is multiple choice or checkbox, the score will be repeated on each row that exists for the question.
is_informational

If the question is marked informational, the fields in this column will display TRUE. 

Exporting Completed Questionnaires

After a vendor completes a questionnaire, you can export a CSV file that contains information about the questionnaire, including the vendor's answers. Then, you can download the CSV file to your device.

To export a completed questionnaire, follow the steps below:

  1. From your navigation panel, navigate to Vendor Management > Vendors.
  2. From the Name column, select a vendor. When you select a vendor, you'll be taken to the Vendor Details page.
  3. Select the Assigned Questionnaires subtab.
  4. Click the Export button next to the questionnaire that you would like to export.
    Note:The Export button will only display next to questionnaires that are in the Pending Review, In Review, or Reviewed statuses.
  5. Open the file download. If you would like, you can save the file to your device.

Information in the Completed Questionnaire CSV File

The CSV file will contain information about the questionnaire that the vendor completed, including the vendor's questionnaire answers.

For information about the headers that are included in the CSV file, see the table below:

Column Header Description
question

The fields in this column will display each question in the questionnaire.

Important: Custom questions with answer options that are in the multiple choice or checkbox formats will have multiple rows in the CSV file. Each answer option for the question will include a row.
informational

If the question is marked as informational, the fields in this column will display TRUE. For more information about informational questions, see our How to Create and Configure Questionnaires article.
type

The fields in this column will display the type of answer option that the question uses, including Yes/ No/ N/A, multi for multiple choice, Free form for free form text, or checkbox for check boxes.
answer_options

The fields in this column will display each answer option available for the question.

For information about how answer options will display based on answer type, see the list below:

  • If the type is free form, the field will be blank.
  • If the type is multiple choice, the question will have multiple rows because each answer option will display on a separate row. 
  • If the type is checkbox, the question will have multiple rows because each answer option will display on a separate row. 
  • If the type is Yes/ No/ N/A, the field will display Yes/ No/ N/A.
weight This column only applies to checkbox questions. The fields in this column will display the weight of each answer option. For example, some options may have a weight of .5 points, while some might have a weight of 0 points. The weight for each answer option will be listed on separate lines within a row.
correct_answer

The fields in the column will display the correct answer for the question.

For information about how the correct answers will display based on answer type, see the list below:

  • If the type is free form, the field will be blank.
  • If the type is multiple choice, the question will have multiple rows because each answer option will display on a separate row. The row that contains the correct answer option will display Selected.
  • If the type is checkbox, the field will be blank because the question can have multiple correct answers.
  • If the type is Yes/ No/ N/A, the field will display the correct answer, such as Yes.
vendor_answer

The fields in this column will display the vendor's answer to the question.

For information about how the vendor's answer will display based on answer type, see the list below: 

  • If the type is free form, the field will display the vendor's answer.
  • If the type is multiple choice, the question will have multiple rows because each answer option will display on a separate row. The row that contains the answer option that the vendor selected will display Selected.
  • If the type is checkbox, the question will have multiple rows because each answer option will display on a separate row. Because checkbox questions allow vendors to select multiple answers, the field will display Selected next to each answer option that the vendor selected.
  • If the type is Yes/ No/ N/A, the field will display the answer that the vendor selected.
max_score The fields in this column will display the maximum number of points that the vendor could have received for the question. 
current_score

If you modified the original score that the vendor received for the question, the fields in this column will display the updated score. If you did not modify the original score, the fields in this column will be blank. 
comments If the vendor added a comment for the question, the fields in this column will display the comment. 
issue

If an issue was created for the question, the fields in this column will display the issue description.
issue_status

If you created an issue for the question, the fields in this column will display the current status of the issue. The issue statuses are Open, Pending, and Closed.

Was this article helpful?

0 out of 0 found this helpful

Can't find what you're looking for?

Contact Support