As part of an evaluation, you can copy the answers from a previous questionnaire.
🔎 To access this functionality, it is necessary to carry out an initial evaluation campaign including a questionnaire on one of your internal perimeters, applications or suppliers.
Summary :
- Create a campaign including a questionnaire
- Answer the questionnaire from "contributions"
- Validate the questionnaire
- Copy previous answers.
1. Create a campaign including a questionnaire
To do this, configure your campaign from "Evaluations" then launch it. Select one or more perimeters.
Select your questionnaire and policy to evaluate.
Once the different configuration steps have been recorded, remember to assign a user to your campaign before sending the invitation.
2. Answer the questionnaire from “contributions”
In "contributions", insert your answers to the questionnaire.
Once the answers have been inserted, click "submit" at the top right.
3. Validate the questionnaire
Once the questionnaire has been submitted, return to “evaluation” to validate it.
4. Copy previous answers
Reproduce step 1 on the same scope and the same questionnaire.
🚨It is not possible to take advantage of the “copy previous responses” functionality if the second campaign concerns another perimeter/another questionnaire.
You can always use the XLS export of the answers from the first evaluation and import the latter (after adjustment in your file) into the second evaluation.
You can now go to “contributions” to answer the questionnaire a second time. The solution will automatically ask you to copy the previous answers.
All you have to do is adjust the answers if necessary!
This functionality is particularly useful if you regularly evaluate suppliers or scopes.
💡If necessary, do not hesitate to use the contextual help for more practical information.
