Questionnaire Builder

The Questionnaire Builder allows users to create, assign, complete, and review structured questionnaires for assessments, audits, and compliance verification.

Creating a Questionnaire

Step 1: Basic Info

• Title – Enter a unique name.
• Owner – Select a user.
• Profile – Select a profile to link questions to security controls and map answers to control implementations.
• Description – Provide context.
• Instructions – Add any respondent guidance.

Click Save to continue.

Step 2: Builder

• Click Add Section to group questions.
• Use Add Question to insert a new question and complete the following:
  • Prompt – The question text.
  • Unique Identifier – Internal reference.
  • Select a Field Type (e.g., short answer, multiple choice, file upload).
  • Use Required and Enable Upload checkboxes as needed.
• Click Save for each question.

You can also export the questionnaire or generate a self-assignment URL.

Step 3: Assignment

Assign questionnaires using one of the following:

• Assign to User – Internal RegScale user
• Assign by Email – External user
• Assign by Module – Link to a RegScale record
• Assign Recurring – Schedule future deliveries
• Bulk Assignment – Upload emails via CSV

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Responding to a Questionnaire

Sign-In Options for Responding to a Questionnaire

RegScale provides two methods for accessing and responding to a questionnaire:

1. Access Code Login (External Users)

For users without a RegScale account:

• Open the link provided via email.
• Select Access Code on the login screen.
• Enter the Access Code received in the same email.
• Click Validate to access the questionnaire.

This method is ideal for third-party vendors, contractors, or non-licensed users.

2. Username and Password Login (Internal Users)

For users with a RegScale account:

• Use your RegScale credentials to log in.
• Navigate to the Reports or Assigned Questionnaires section.
• Open and respond to the assigned questionnaire.

This method is commonly used by employees or internal stakeholders with full access to the RegScale platform.

Completing the Questionnaire

• Complete required questions. (*).
• Use Manage Uploads for file attachments.
• Use Save to save progress.
• Click Submit to finalize. After submission, answers are locked.

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Reviewing Questionnaire Responses

Viewing Responses

1. Open the Questionnaire.
2. Select the Responses tab.
3. Click View next to any entry.

You’ll see:

• Assignee, Reviewer, and Status
• Completion percentage
• Access Code and Share Link
• Due Date and Passing Status

Bulk actions:

• Export Selected
• Export All – includes current and past versions
• Delete Selected

Reviewing a Response

Within a single response:

• Review each question and answer
• Add Feedback: Acceptable / Partially Acceptable / Not Acceptable
• Add Comments per question
• View score summary in the Scoring tab

Requesting Changes

• Use Feedback & Collaboration
• Enter comments or additional instructions
• Select:
  • Send Email – notify assignee
  • Send Email & Reject – notify and reopen response
• Use Accept, Reject, Save, or Export to manage the response