Questionnaires

Enable users to upload documents, pictures, diagrams, and other types of files to a questionnaire record to provide supporting information or evidence. You can specify the total number of files that can be uploaded (attached), as well as the size (between 1 and 100 MB) permitted for each file. You can also enable end users to keyword search into attached Microsoft Word and Excel, PDF, and text documents.

Enable users to associate records from other applications or questionnaires with a questionnaire record.

When you create a Cross-Reference question, a Related Records field is automatically added to the related application or questionnaire. Within an individual record in the related application or questionnaire, you can see all records that have been cross-referenced to that record.

Enables users to either enter dates directly or click to select a date from the Date Range dialog box. You can also enable users to enter a time of day to associate with the date.

The Date question type also supports a default date value. The default date value is set when a questionnaire record is created. When configuring the default value, you can select to display the date of questionnaire record creation, a date that is a specific number of days after the date of record creation, or a static, specific date. You can also select to display no default value.

Accepts both positive and negative values and, by default, accept values of any size. However, you can choose to apply minimum and maximum value constraints. You can also specify the number of decimal places permitted for the value.

Accepts both alphabetic and numeric entries. It can be displayed to users in a single-line or a multi-line (scrolling) text area. If the question is configured as a text area, you can specify the height (in lines) for the control.

By default, entries in this question type are not restricted. However, when configuring this question type, you can choose to set a maximum character length for entries. In addition, you can restrict users from entering a value in the Text question that is identical to a value entered in another record within the questionnaire, thereby ensuring that all values in the Text question are unique.

The percent of Values List questions that were answered correctly rounded to the nearest whole number.

The number of findings related to the questionnaire record.

The name of the campaign to which the questionnaire record belongs.

A sub-form that captures comments made for individual questions.

The number of Values List questions that were answered correctly.

The user who created the questionnaire record.

The date the questionnaire record was created.

The date by which the questionnaire record should be completed and submitted.

Findings associated with the questionnaire record.

The status of findings-generation activity for the questionnaire record.

A history log that tracks the following fields: Due Date, Year, Quarter, Submitter, Submission Status, Submit Date, Reviewer Review Status, and Review Date.

The number of Values List questions that were answered incorrectly.

The sum of all Values List question weighted scores.

The date the questionnaire record was last updated.

The maximum potential score for the questionnaire, calculated by summing the question scores for every Values List question displayed in the questionnaire record.

The number of findings related to the questionnaire record that have a status of "Open."

The overall status of the questionnaire based on the Submission Status and the Review Status (values include In Process, Awaiting Review, Approved, and Rejected).

The number of questions that have been answered and the total number of questions in the questionnaire record, for example, "13 of 30."

Percent of the questionnaire record that is complete rounded to the nearest 20% (values include 0%, 20%, 40%, 60%, 80%, and 100%).

The results of the completed questionnaire in an HTML table with the following information grouped by category: correct questions, incorrect questions, percent correct, inherent score, residual score, and open findings.

Note: This field will only be populated if you enable findings for the questionnaire.

The calendar quarter of the assessment.

The unique tracking ID for the questionnaire record.

The number of Values List questions in the questionnaire record.

Tracks the success or failure of findings generation for a questionnaire.

The maximum potential score for all findings that are closed, calculated by subtracting the score for each incorrectly answered question from the maximum possible score for each of those questions, and then adding the resulting values together. For example, you have a question that was incorrectly answered, resulting in a score of 1. If the questions were answered correctly, the score would have been 5. The difference is 4. If you have 5 questions that follow this same pattern, and the finding for each of these questions is closed, your remediation score would be 20.

The remaining inherent risk after the closure of some or all of the findings associated with the questionnaire record.

The date the completed questionnaire record is reviewed.

The review status of the questionnaire (values include Awaiting Review, Approved, and Rejected).

The user who is responsible for reviewing the questionnaire record once it is submitted.

The submission status of the questionnaire (values include In Process, Submitted, and Re-Submitted).

The date the completed questionnaire record is submitted.

The user who is responsible for answering the questions in the questionnaire record.

The specific target of the assessment, located in your target application.

Create new questions or import your existing questions through the Question Library application. When configuring your questions, do the following:

• Select the appropriate question type to ensure the correct data is collected.
• Determine the weighting of individual questions.
• Include the appropriate answer selections and determine the correct answer to the question.

Build your questionnaire according to requirements outlined by your organization by doing the following: 

• Create your questionnaire and select the application that contains the targets that you want to assess, such as applications, facilities, or vendors.
• Copy your questions from the Question Library and edit them as needed.
• Define rules to determine the questions that are displayed based upon the properties of the specific target.
• Enable the automatic generation of Findings records for incorrectly answered questions.
• Create an assessment campaign to launch the questionnaire to the appropriate end users.

Users complete their assigned assessments through the Archer web-based interface. While assessing a target, the end user can include question-specific comments to support their answers, attach supporting evidence, and delegate additional users to an assessment as needed.

When users complete their assigned questionnaire records, they can view reports to determine the risk associated with specific targets. With the Findings feature enabled, Archer automatically generates Findings records for each incorrectly answered question to identify areas of noncompliance.