How to issue and answer a questionnaire on a BCP record using the BCP Assessment tab.

Applies to: users who can edit BCP records, and assessment assignees. Module: BCP (uses the Questionnaires engine).

Before You Start #

A suitable questionnaire must exist in the Questionnaires module. See Survey & Questionnaire Basics for how questionnaires are built.

Setting Up the Assessment #

1. Open the BCP record and select the BCP Assessment tab.
2. Under Assessment Settings, choose the Questionnaire.
3. Pick the Assessment Assignees who will answer it.
4. If the questions do not appear straight away, click Save and Edit (the pencil next to Save) to save and stay on the record.

Answering the Questions #

1. The questions appear on the right. Answer each one and move between pages with Prev and Next; the progress bar shows how far you are.
2. The rating at the top updates as you answer.
3. Click Save when finished.

Other Assessment Buttons #

• Lock Survey stops further changes to the answers.
• Reissue Questionnaire issues a fresh copy, for example after the questionnaire has been updated.
• Clear Responses removes the answers so the assessment can be started again.

Critical: Clear Responses and Reissue Questionnaire remove the existing answers. Use History if you need to see earlier answers.

Related Articles #

• Responding to a Survey
• Locking a Survey
• Why can't I see Questions in a Survey?