Using template questionnaires

Inside the default Template Questionnaires Collection, there are 13 pre-built questionnaires that you can use. Each template questionnaire relates to different industry segments and is pre-populated with a series of questions.

Copy a template questionnaire

As a starting point and quick method for creating questionnaires, you can copy a template questionnaire to the appropriate collection and customize it as necessary.

1. Open the Results app.
2. Click the Template Questionnaires collection.
3. Click Questionnaires.
4. Click Copy Questionnaire next to the questionnaire you want to copy.
5. Choose to copy the questionnaire to the collection where you want to use it.
6. Optional. Modify the questionnaire as necessary. For more information, see Creating questionnaires.

Preview a template questionnaire

Preview a template questionnaire to view the questionnaire as a recipient would see it.

1. Open the Results app.
2. Click the Template Questionnaires collection.
3. Click Questionnaires.
4. Click and open the required questionnaire.

   The Questionnaire details page opens.

5. Click Preview.

   A preview of the questionnaire opens in a new tab. You can test that questions and conditional logic display appropriately, prior to sending the questionnaire. Previewing the questionnaire allows you to interact with the questionnaire, without saving any responses.

List of template questionnaires

Area	Questionnaire name	Description
Accounting and Finance	Gift Pre-Approval Request Form	A questionnaire that ensures there is a pre-approval process prior to giving a gift. Target operational staff could be: managers people who have customer/supplier-facing relationships people who are trying to get into a particular country to do business people who are trying to avoid doing business with a company (particularly, if the company is connected to a country on a sanctioned list)
	Gift Request Approval Form	A form that allows supervisors to review and approve gift requests (such as the Gift Pre-Approval Request Form) that are submitted. The form helps to ensure that gift requests adhere with company or department policies.
	SOX 302 Certification	A self-assessment questionnaire to help your certifying officers (CEO, CFO, and any other applicable individuals) sign off on their understanding and approval of SEC Forms 10-K (annual) and 10-Q (quarterly) of their responsibilities in establishing and maintaining internal controls. The certification is required to be in compliance with the requirements of Section 302 of the SOX Act.
	Managers Disclosure Certification	A questionnaire to obtain self-assessment certifications for management's understanding and approval of internal controls that currently function appropriately over financial reporting.
	Officers Disclosure Certification	A questionnaire to obtain self-assessment certifications for an officers' understanding and approval of internal controls over financial reporting.
Audit	Pre-Audit Questionnaire	A questionnaire to gain some contextual understanding of the department your audit will be involved in. You can ask operational staff members for their observations regarding ineffective processes or areas for improvement to help you in the planning stages of your audit.
Compliance	Whistleblower Hotline	A form that allows individuals to anonymously report suspicious activities and persons. Most fraud instances are uncovered through valuable anonymous tips which can be left on a whistleblower hotline.
	International Boycott Report	In compliance with the Internal Revenue Service (IRS) and Form 5713, this questionnaire ensures your company is reporting any and all international boycotts by sending out this questionnaire.
	Policy Attestation	An assessment in your company to ensure that all distributed policies have been read and accepted by the required individuals.
Information Technology (IT)	IT Incident Report Hotline	A form that provides individuals with a way to report the details of an IT security incident to IT.
Risk Management	Customer Satisfaction Survey	A questionnaire that captures service delivery, customer experience, and overall satisfaction.
	Top Talent Loss Assessment	A survey that allows you to find out how employees feel about the company. Often the results highlight areas that should be maintained or improved.
	Risk Assessment	A form that is sent to operational staff to help assess the impact or likelihood of risks within your project.