How can I share my completed questionnaire with a customer?

You can share using an invitation code provided by the customer for immediate sharing, or you can proactively request to share a completed questionnaire with a customer who must then approve the request.

Background

The SUPPLIERASSURANCE platform allows secure sharing of your questionnaire data. An invitation code links your data directly and instantly to your customer. Proactively requesting to share a questionnaire requires customer approval.

Steps

Find and share an existing questionnaire using an invitation code:

1. Sign in to your SUPPLIERASSURANCE account.
2. Find the existing questionnaire on your Dashboard (use filters and search if needed).
3. Select the 'Share' icon on the questionnaire tile.
4. Choose the option to 'Enter invitation code'.
5. Enter the invitation code that is in the email request from your customer.
6. Select 'Share' to complete the action.
7. If the questionnaire is not yet complete, you must answer the remaining questions and submit for validation.

1. Sign in to your SUPPLIERASSURANCE account.
2. Select 'Enter invitation code' on the top right side of your Dashboard.
3. Choose the option to 'Enter invitation code'.
4. Enter the invitation code that is in the email request from your customer.
5. Select 'Share' to complete the action.
6. Complete the questionnaire and submit for validation.

1. Sign in to your SUPPLIERASSURANCE account.
2. Find the existing completed questionnaire (use filters and search if needed).
3. Select the 'Share' icon on the questionnaire tile.
4. Choose the option to 'Search for a buyer.
5. Search for or find the customer who made the request or who you want to share your questionnaire with.
6. Select 'Request' share. (The customer will be alerted to accept your request).

How do I share my questionnaire if I don't have an invitation code?

You can proactively share a questionnaire with a specific customer. They must accept your request.

Background

Your questionnaire answers are confidential. If you haven't received a direct invitation code from a customer but want to share your results with them, you can initiate the sharing process yourself. This sends a request to the customer, who must approve it before they can see your questionnaire data.

Steps

To proactively share your questionnaire without an invitation code:

1. Sign in to your SUPPLIERASSURANCE account.
2. Find the existing completed questionnaire (use filters and search if needed).
3. Select the 'Share' icon on the questionnaire tile.
4. Choose the option to 'Search for a buyer.
5. Search for or find the customer who made the request or who you want to share your questionnaire with.
6. Select 'Request' share. (The customer will be alerted to accept your request).

How can I delete a questionnaire I no longer need?

You can delete questionnaires from your organisation account, but first, you must deny any existing access that is associated with the questionnaire.

Background

You control your data on the platform, including deleting questionnaires. However, to prevent accidentally removing access for customers you've already shared data with, you must first deny access to the data before deleting the questionnaire itself.

Steps

To delete a questionnaire, follow these steps:

1. Sign in to your SUPPLIERASSURANCE account.
2. On your 'Dashboard' find the questionnaire that you want to delete (use filters and search if needed).
3. Select the questionnaire tile to go to the questionnaire overview page.
4. Check the sharing status indicated under the questionnaire rating on the questionnaire tile. If the questionnaire is not shared, you can choose the delete icon on the right side of the questionnaire tile. Press 'Ok' to delete the questionnaire.
5. If the questionnaire is shared, click on the 'Sharing' tab underneath the questionnaire tile and select the deny icon (marked as an 'X') against each customer that the questionnaire has an accepted or requested share.
6. Confirm your choice to deny the share when prompted (select 'Ok').
7. Once all customer access has been denied, you can choose the delete icon on the right side of the questionnaire tile above the 'Sharing' tab. Press 'Ok' to delete the questionnaire.

How do I stop a customer from accessing a questionnaire?

You can change the sharing status on a questionnaire at any time including revoking access to a questionnaire that you have previously given a customer access to on the platform.

Background

You control your data on the platform, including which customers have access to which questionnaires.

Steps

To review who has access to a questionnaire and/or to remove access, follow these steps:

1. Sign in to your SUPPLIERASSURANCE account.
2. On your 'Dashboard' find the questionnaire that you want to review access for (use filters and search if needed).
3. Select the questionnaire tile to go to the questionnaire overview page.
4. Click on the 'Sharing' tab underneath the questionnaire tile to view which customers the questionnaire is currently shared with and any pending requests for sharing.
5. If you want to remove access for a customer, select the deny icon (marked as an 'X') on the right side of the sharing tile.
6. Confirm your choice to deny the share when prompted (select 'Ok').
7. Once actioned, the customer will no longer have access to the questionnaire.

Who can view my questionnaire answers after I submit them?

Only users within your own organisation who have the 'Viewer' user permission (or higher) and any customers that you have shared the questionnaire response with can see your questionnaire response and results.

Background

Your questionnaire data is treated as confidential in accordance with the SUPPLIERASSURANCE platform terms. Access is controlled by you. Customers only see questionnaire responses and results that you share with them. User permissions determine which colleagues, within your organisation account, can view or edit the data.

Steps

To check the permissions of users on your organisation account (only possible if you are a User Manager):

1. Sign in to your SUPPLIERASSURANCE account.
2. On your dashboard, select 'Users' from the Options menu on the right side.
3. This screen shows all existing users. Select the user's name to see their user account settings, to change their permissions or to disable their account.

1. Sign in to your SUPPLIERASSURANCE account.
2. On your 'Dashboard' find the questionnaire that you want to review access for (use filters and search if needed).
3. Select the questionnaire tile to go to the questionnaire overview page.
4. Click on the 'Sharing' tab underneath the questionnaire tile to view which customers the questionnaire is currently shared with and any pending requests for sharing.

My customer says they cannot see my questionnaire results, but I have shared it. What's wrong?

This can happen if your customer has not accepted your request to share your questionnaire or their access to it has expired.

Steps

You can ask your customer to check the access status of your questionnaire and if access has expired, they can renew access.