❓ Document Questionnaires

"Turn recurring checks into structured Q&A."
Supplier reviews, employee onboarding, or policy confirmations—all with audit trails.

1️⃣ Why Use Questionnaires?

Whenever you need to perform a review with a consistent set of questions—like supplier due diligence, employee onboarding, or compliance checks—document questionnaires provide a structured solution.

2️⃣ Creating a Questionnaire

Questionnaires are created inside Workspace settings and later assigned to document types.

① Add a New Questionnaire

Start from the Questionnaires section in Workspace settings.

② Questionnaire Title

Enter a title you’ll later use to link this questionnaire to a document type.

③ Categories

Define categories to group related questions for clarity.

④ Questions

Map your questions to categories, define wording, and choose the reply type.

Each question can include:

1. Category – Group from the previous step.
2. Question – The wording.
3. Answer type example: Custom text with free text replies and optional default.
4. Default reply – Pre-filled text for guidance.
5. Answer type example: Content of existing document(s),
6. Link to the document in Brainframe.
7. Answer type example: Yes/No – Simple binary responses.

3️⃣ Using Questionnaires

When assigned to a document type, all documents of that type gain a Q&A tab.

Features include:

1. Questions grouped by category.
2. Each question shows its status.
3. An action button lets you answer based on the reply type.

📌 The rest of the document behaves as normal—questionnaires are an added layer.

4️⃣ Managing Answers

Options for administrators:

1. View replies – Review all provided answers.
2. Add to workbench – If more information is needed, or the questionnaire requires more work, you can directly add it to your tasks from here.
3. Locked answers – Further edits to responses are prohibited.
4. Lock answers – Forbid further modifications.
5. Print results – Generate a consolidated Q&A document.

5️⃣ Best Practices

• 📌 Always group questions into categories for readability.
• 💡 Use default replies for common answers to speed up input.
• 🔍 Link questionnaires to document types that require recurring validation (e.g., supplier risk).
• 🖨️ Use the print results option to archive responses as formal evidence.
• 🚨 Lock answers once reviews are complete to prevent accidental changes.

🎯 Visual Checklist

• [x] Questionnaire created in workspace settings
• [x] Categories defined
• [ ] Linked to relevant document type
• [ ] Questions answered in Q&A tab
• [ ] Results locked & printed for audit

Updated on: 30/08/2025