RegScale Questionnaire System - Overview

Executive Summary

The RegScale Questionnaire System is an enterprise-grade data collection and assessment platform designed for compliance, risk management, and attestation workflows. It provides dynamic question rendering, conditional logic via a powerful rule engine, automated scoring, flexible assignment options, and comprehensive workflow integrations.

Core Concepts
Assignment Options
Scoring System
Rule Engine
Workflow & States
Question Types
Key Features
Technical Architecture

Core Concepts

Questionnaires vs. Instances

Questionnaire (Template)

The master template containing questions, rules, and configuration
Reusable across multiple assignments
Defines structure, scoring rules, and conditional logic
Stored in Questionnaires table

Questionnaire Instance (Response)

A specific assignment of a questionnaire to one or more users
Contains actual responses and completion data
Tracks workflow state (Open → Submitted → Accepted/Rejected)
Stored in QuestionnaireInstances table

Questions

Individual questions within a questionnaire with properties:

QUID: Unique question identifier within the questionnaire
Prompt: The question text displayed to users
Question Type: Text, Number, Date, Dropdown, Table, etc.
Section: Organizational grouping
Required: Validation flag
Scoring: Max score and answer option scores
Conditional: Can be shown/hidden by rules

Assignment Options

The questionnaire system supports multiple assignment mechanisms to accommodate different use cases:

1. User-Based Assignment

Assign to internal users within your RegScale tenant.

Features:

Select multiple assignees from user directory
Each assignee receives email notification with unique link
Supports per-user tracking and completion monitoring
Assignee dashboard shows pending questionnaires

Use Case: Internal compliance surveys, employee attestations

2. Email-Based Assignment

Send questionnaires to external email addresses.

Features:

Comma-separated email list support
External users don't need RegScale accounts
Optional: Require login or use access code only
9-digit access codes for security
Bulk assignment via Excel upload

Use Case: Vendor assessments, external audits, customer feedback

3. Module-Based Assignment

Link questionnaires to specific records in other modules.

Features:

Attach to assets, risks, controls, or any module record
Contextual questionnaires tied to parent record
Multiple questionnaires per parent record
Accessible from parent record's subsystems tab

Use Case: Asset-specific assessments, risk evaluations, control testing

4. Self-Assignment (Public URLs)

Allow users to self-assign questionnaires via public link.

Features:

Enable with AllowPublicUrl setting
Public URL: /questionnaires/response/{UUID}
Optional login requirement
Access code protection for anonymous users
Anonymous response tracking

Use Case: Public surveys, registration forms, self-service assessments

5. Recurring Assignments

Automate questionnaire delivery on a schedule.

Features:

Recurrence patterns: Weekly, Monthly, Quarterly, Yearly
Define start and end dates
Automatic instance creation
Email notifications on each occurrence
Tracks last sent date

Use Case: Periodic compliance reviews, quarterly attestations, monthly check-ins

6. Bulk Assignment via Excel

Upload an Excel file to assign to multiple users at once.

Excel Format:

Column A: Assignee email (required)
Column B: Reviewer emails, comma-separated (optional)
Column C: Due date (optional)
Column D: Title override (optional)

Features:

Mass distribution to hundreds/thousands of users
Per-row customization (different reviewers, due dates)
Validation and error reporting

Use Case: Organization-wide surveys, department-specific assessments

Per-Question Assignment

Beyond instance-level assignment, you can assign specific questions to specific users.

Features:

Enable with EnableQuestionAssignment setting
Assign individual questions to different users
LimitQuestionAssigneesToAssignedQuestions: Restrict users to only their questions
Collaborative questionnaires with distributed responsibility

Use Case: Multi-stakeholder assessments where different teams answer different sections

Scoring System

The questionnaire system supports sophisticated scoring mechanisms at both question and instance levels.

Question-Level Scoring

Multiple Choice / Dropdown Questions

Each answer option has an associated score:

{
  "StaticAnswerOptions": [
    { "AnswerOption": "Excellent", "AnswerScore": 10 },
    { "AnswerOption": "Good", "AnswerScore": 7 },
    { "AnswerOption": "Fair", "AnswerScore": 4 },
    { "AnswerOption": "Poor", "AnswerScore": 0 }
  ]
}

Scoring: Response score = selected option's score

Checkbox Questions (Multi-Select)

Sum of all selected options' scores.

Example:

Select "Option A (10)" + "Option B (5)" = 15 points total

Table Questions

Complex scoring based on column configuration:

Each column can have a base score
Dropdown columns use option-specific scores
Total score = sum of all filled cells with scoring
Row-level aggregation

Manual Scoring

The ResponseScore field can be manually set to override calculated scores, useful for subjective assessments or grading by reviewers.

Instance-Level Scoring

Calculation Process:

Calculate individual question scores
Set CalculatedScore for each question
If ResponseScore is empty, use CalculatedScore
Sum all question scores (excluding Instructional questions)
Store total in instance's Score field

Max Scores:

Each question defines MaxScore (maximum possible points)
Used to calculate percentage: (Score / MaxScore) × 100
Displayed as progress indicators

Grading

Beyond numeric scores, questionnaires support letter grades or pass/fail results:

Grade Field: String value (e.g., "Pass", "Fail", "A", "B", "C")
Manual Grading: Reviewers can set grades manually
Rule-Based Grading: Rules can automatically set grades based on score thresholds
Display Options: Can be shown/hidden via rule actions

Example Grade Rules:

Score ≥ 90: Set grade to "A"
Score ≥ 80: Set grade to "B"
Score ≥ 70: Set grade to "C"
Score < 60: Set grade to "Fail"

Enabling Scoring

Set EnableScoring = true on the questionnaire template to activate scoring features. Rules can further control display with:

SETDISPLAYOPTIONS('displayscore=true')

Rule Engine

The questionnaire rule engine is a visual authoring tool for creating conditional logic without coding. It enables dynamic questionnaires that adapt based on user responses.

What Rules Can Do

Rules consist of Conditions (WHEN) and Actions (WHAT):

Example Business Logic:

"If user selects 'Yes' for PII collection, show additional PII handling questions"
"If risk level is 'High', add 10 points to the score"
"If total score exceeds 75, set grade to 'Pass'"
"If no parent record exists, hide compliance-specific questions"

Rule Components

Conditions (WHEN to Execute)

Condition Types:

QUESTION-based
- Check question responses: @QUID.response == 'Yes'
- Check question properties: @QUID.required == true
- Operators: Equals, Contains, Greater Than, Less Than, etc.
SCORE-based
- Check current total score: @__SCORE__ > 75
- Thresholds for grading
GRADE-based
- Check assigned grade: @__GRADE__ == 'Pass'
SYSTEM-based
- NO_PARENT: Check if no parent record exists
- NO_CONDITION: Always execute (unconditional actions)

Conditional Logic:

AND: All conditions must be true
OR: Any condition can be true

Supported Operators:

Comparison: EQUALS, NOT_EQUALS, LESS_THAN, GREATER_THAN
String: CONTAINS, NOT_CONTAINS, STARTS_WITH, ENDS_WITH
List: IN, NOT_IN
Null: IS_EMPTY, IS_NOT_EMPTY
Date: BEFORE, AFTER, WITHIN_LAST, WITHIN_NEXT, BETWEEN

Actions (WHAT to Do)

Available Actions:

SHOW_QUESTIONS - Make questions visible
HIDE_QUESTIONS - Make questions invisible (skip validation)
ENABLE_QUESTIONS - Make questions editable
DISABLE_QUESTIONS - Make questions read-only
SET_ANSWER - Auto-populate question response
CLEAR_ANSWER - Remove question responses
SET_SCORE - Set total score to specific value
ADD_TO_SCORE - Add/subtract from current score
CALCULATE_TOTAL_SCORE - Calculate score from all responses
SET_GRADE - Set questionnaire grade
REPEAT_QUESTIONS - Dynamically repeat question sets
SET_DISPLAY_OPTIONS - Control display of score/grade

Visual Rule Builder

The rule builder provides a drag-and-drop interface:

Features:

Visual condition builder with dropdowns for questions, operators, values
Multiple conditions with AND/OR logic
Multiple actions per rule
Rule ordering and prioritization
Inline validation with real-time error highlighting
Test mode with execution simulation

Storage Format:

Database: Newline-delimited JSON (one rule per line)
UI: Structured TypeScript objects with UUIDs

Test Mode

Before deploying rules, use Test Mode to simulate execution:

Features:

Render all questions with input controls
Execute rules with sample test data
Display detailed execution log:
- Which rules executed vs. skipped
- Which conditions matched (✓/✗)
- Which actions fired
- Final question state (visible/hidden, enabled/disabled)
- Final score and grade

Example Output:

✅ Rule "Show PII Questions" EXECUTED
   ✓ Condition: "PII Collected" equals "Yes" (Answer: "Yes")
   ✓ Action: Showed 3 questions (PII_TYPE, PII_STORAGE, PII_ENCRYPTION)

⏭️ Rule "High Risk Bonus" SKIPPED
   ✗ Condition: "Risk Level" equals "High" (Answer: "Medium")

✅ Rule "Calculate Final Score" EXECUTED
   ✓ Condition: NO_CONDITION (always true)
   ✓ Action: Calculated total score = 85
   ✓ Action: Set grade to "Pass"

Validation System

The rule engine validates rules in real-time:

Validation Rules:

Rule name required
At least one condition required
At least one action required
Referenced questions must exist in questionnaire
Operators must match question types (e.g., numeric operators for number questions)
Values required for most operators (except IS_EMPTY)
Circular dependency detection

UI Feedback:

Red borders on invalid fields
Error badges on rule cards
Validation summary modal before save
Tooltips with specific error details

Rule Execution

Rules execute in the Angular frontend during questionnaire response:

Execution Flow:

User loads questionnaire instance
System parses rules from database (newline-delimited JSON → Rule[])
Rules execute in defined order
For each rule:
- Evaluate conditions by replacing variable references with actual values
- If all conditions pass, execute actions
- Apply UI changes (show/hide, set values, calculate scores)
Re-evaluate rules when question responses change

Performance Optimization:

Execution constraints: RESPONSECHANGE('QUID') - only re-run rule when specific question changes
Prevents unnecessary computation on every keystroke

Documentation

For detailed technical information, see:

User Guide: questionnaire-rules-user-guide.md
Technical Guide: questionnaire-rule-builder-technical-guide.md

Workflow & States

Questionnaire instances progress through a multi-state workflow enabling submit/review/approval cycles.

Instance States

Open - Initial state after assignment
- Assignee can edit responses
- Auto-saves as user progresses
- Can submit for review when complete
Submitted - Assignee submitted for review
- Read-only for assignee
- Reviewer receives notification
- Awaiting reviewer action
Accepted - Reviewer approved
- Questionnaire complete
- Historical snapshot saved
- Can be closed or archived
RequestChanges - Reviewer rejected
- Feedback provided to assignee
- Assignee receives notification with comments
- Can reopen for editing
Closed - Final archived state
- Locked from editing
- Permanent record

State Transition Flow

Created
   ↓
  Open ←──────────────────┐
   ↓                      │
Submitted                 │
   ↓                      │
Accepted or RequestChanges │
   │                      │
   └──────────────────────┘ (reopen)
   ↓
 Closed

Reviewer Workflow

Current State: Single reviewer per instance

Reviewer receives email when questionnaire is submitted
Can approve (Accepted) or reject (RequestChanges)
Can provide feedback/comments to assignee
Feedback triggers email notification to assignee

Planned Enhancement: Multiple reviewers

Any reviewer can approve/reject ("First Approval Wins")
Documented in multiple-questionnaire-reviewers-implementation-plan.md

History Tracking

Automatic Snapshots:

When instance transitions to Submitted
When instance transitions to Accepted
Stores full copy of all responses (JsonData)

QuestionnaireHistoryEntry Table:

QuestionnaireInstanceId - Links to instance
JsonData - Complete response snapshot
Discriminator - State when snapshot taken
Audit fields (CreatedBy, DateCreated)

Use Cases:

Audit trail for compliance
Version history for change tracking
Rollback capability
Before/after comparison

Email Notifications

Notification Types:

Assignment Notification
- Sent to assignees when instance created
- Contains unique response link
- Includes due date, title, instructions
Reviewer Notification
- Sent to reviewer when submitted
- Contains review link
- Shows assignee name, completion date
Feedback Email
- Sent to assignees when reviewer provides feedback
- Contains reviewer comments
- Link to view feedback and resubmit
Reopen Notification
- Sent when instance is reopened
- Notifies assignee to resume work
Reminder Emails (if configured)
- Approaching due date notifications
- Overdue notifications

Completion Tracking

Calculation:

Count required questions that are visible (not hidden by rules)
Count answered required questions
Special handling for table questions:
- If table has required columns, count filled required cells
- If table is required but has no required columns, count if any cell is filled
Formula: PercentComplete = (answered / total) × 100

Display:

Progress bar on instance view
Percentage indicator
Blocks submission until 100% complete (configurable)

Question Types

The questionnaire system supports diverse question types for comprehensive data collection:

1. Text

Free-form text input
Multi-line support
No validation constraints

Use Case: Comments, descriptions, explanations

2. Number

Numeric input with validation
Decimal support
Min/max constraints (optional)

Use Case: Counts, measurements, percentages

3. Date

Date picker control
Validates date format
Can set min/max date ranges

Use Case: Start dates, end dates, deadlines

4. Email

Email format validation
Single email address

Use Case: Contact information, email collection

5. PhoneNumber

Phone number format validation
International format support

Use Case: Contact numbers, emergency contacts

6. MultipleChoice (Radio Buttons)

Single selection from predefined options
StaticAnswerOptions with scores
Visual radio button group

Use Case: Yes/No questions, single-choice selections, ratings

7. CheckBoxes (Multi-Select)

Multiple selections allowed
Each option has independent score
Sum of selected option scores

Use Case: "Select all that apply", feature selections, multi-category

8. Dropdown (Select)

Single selection from dropdown menu
Space-efficient for many options
StaticAnswerOptions with scores

Use Case: State/country selection, category selection, status

9. Table

Dynamic grid for structured data
Configurable columns via TableConfig
Column types: Text, Number, Date, Dropdown
Row-level add/delete
Column-level scoring
Required column validation

Table Configuration:

{
  "TableColumns": [
    {
      "Title": "System Name",
      "DataType": "text",
      "Required": true,
      "Score": 0
    },
    {
      "Title": "Risk Level",
      "DataType": "dropdown",
      "Required": true,
      "Score": 5,
      "DropdownOptions": [
        { "Value": "High", "Score": 10 },
        { "Value": "Medium", "Score": 5 },
        { "Value": "Low", "Score": 2 }
      ]
    },
    {
      "Title": "Last Assessment",
      "DataType": "date",
      "Required": false,
      "Score": 0
    }
  ]
}

Use Case: Asset inventories, system lists, multi-row data collection

10. Instructional

Display-only content
No response collected
No validation required
Supports rich text/HTML

Use Case: Instructions, section headers, guidance text, warnings

Key Features

1. Section Management

Organize questions into logical sections:

Visual section dividers
Section-based navigation
Collapsible sections
Section ordering via SectionIndex

Benefits:

Improved user experience for long questionnaires
Logical grouping of related questions
Easier navigation and progress tracking

2. Control Mappings

Link questions to security control frameworks:

Features:

Map questions to NIST 800-53, ISO 27001, CIS, etc.
Junction table: questionControl
Stores control family, ID, title
Responses automatically linked as control evidence

Use Cases:

Compliance assessments tied to controls
Automated evidence collection
Control effectiveness testing
Audit preparation

Storage:

Responses saved as Properties records
SecondaryId = Security Control ID
SecondaryModule = "security-controls"
Accessible from control's evidence tab

3. Properties Storage (Dual Model)

Questionnaire responses are stored in two formats:

1. JsonData (Structured)

Full question/response structure stored in instance
Preserves question metadata, sections, ordering
Used for display and editing

2. Properties Table (Flattened)

Key/value pairs for each question/answer
Enables cross-module search and reporting
Report Builder integration

Properties Structure:

ParentId: QuestionnaireInstance.Id
ParentModule: "questionnaireinstances"
Key: Question.QUID
Value: Question.Response
Label: Question.Prompt
SecondaryId: SecurityControlId (if mapped)
SecondaryModule: "security-controls"

4. Anonymous Access

Enable public questionnaires without login requirements:

Configuration:

LoginRequired = false on questionnaire
AllowPublicUrl = true enables self-assignment
9-digit random access codes

Security:

Unique access code per instance
Code required for anonymous users
Audit logging of access attempts
Optional: Still require login for authenticated tracking

Flow:

User visits /questionnaires/response/{UUID}
If not authenticated and LoginRequired = false, prompt for access code
Validate access code matches instance
Allow questionnaire response
Save responses anonymously (or to authenticated user if logged in)

Use Cases:

Public surveys
Customer feedback forms
Vendor self-assessments
Registration forms

5. Import/Export Capabilities

Import (Upload)

Upload questionnaire templates via Excel:

Service: ParseUploadedQuestionnaire()

Excel Format:

Columns: Question Text, Section, Question Type, Required, Answer Options, etc.
Creates questionnaire + all questions in single operation
Validates question types and configurations

Use Case: Bulk questionnaire creation from existing surveys, templates, or legacy systems

Export

Export Types:

Questionnaire Template Export
- Excel format with all questions
- Includes configuration, scoring, sections
Single Response Export
- Individual instance with responses
- Formatted for readability
Bulk Response Export
- Multiple instances in one workbook
- One sheet per instance or consolidated view
All Responses Export
- All instances for a questionnaire
- Comparative analysis format

Format: Excel (.xlsx) using SyncFusion libraries

Features:

Question/answer pairs
Metadata (assignee, reviewer, dates, score, grade)
Section organization
Professional formatting

6. Metadata Headers

Custom metadata fields beyond questions:

QuestionnaireHeader Entity:

Define custom fields for instances
Field types: Text, User, Dropdown
Dropdown options configurable
Stored in HeaderValuesJson on instance

Use Cases:

Project codes
Department identifiers
Custom categorization
Additional context not part of questionnaire questions

Example:

[
  { "Title": "Project Code", "HeaderType": "text" },
  { "Title": "Department", "HeaderType": "dropdown", "DropdownOptions": ["IT", "Finance", "HR"] },
  { "Title": "Approver", "HeaderType": "user" }
]

7. Recurring Assignments

Automate questionnaire delivery on schedules:

QuestionnaireRecurringAssignment Table:

QuestionnaireId - Template to deliver
Email - Recipient address
StartDate, EndDate - Active period
Recurrence - Weekly, Monthly, Quarterly, Yearly
LastSent - Tracks last execution

Automation:

Background job checks for due recurring assignments
Creates new instance automatically
Sends assignment email to recipient
Updates LastSent timestamp

Use Cases:

Quarterly compliance attestations
Monthly security reviews
Annual employee surveys
Weekly status reports

8. Report Builder Integration

Questionnaire data is accessible in Report Builder via the QuestionnaireResponseEntity:

Features:

Virtual entity joining Properties, Instances, Questionnaires
Flattened structure for reporting
Filter by questionnaire, assignee, date range, score, grade
Aggregate functions (count, average score, etc.)

Use Cases:

Compliance dashboards
Trend analysis over time
Comparative reports (department, location, etc.)
Score distribution charts

Technical Architecture

Backend (C# .NET)

Controllers:

QuestionnairesController - Template CRUD and operations
QuestionnaireInstancesController - Instance CRUD and workflow

Services:

QuestionnaireService - Business logic, assignment, email
QuestionnaireScoreCalculationService - Scoring algorithms
QuestionnaireExportService - Excel export functionality

Entities:

Questionnaires - Templates
QuestionnaireInstances - Responses
Question - Questions within templates
QuestionnaireInstanceAssignee - Many-to-many assignees
QuestionAssignee - Per-question assignments
QuestionnaireHistoryEntry - Historical snapshots
QuestionnaireRecurringAssignment - Scheduled delivery
QuestionnaireHeader - Metadata fields
questionControl - Control mappings

Patterns:

Repository pattern for data access
Service layer for business logic
Multi-tenancy with tenant isolation
Soft delete (IsDeleted flag)
Audit trails (CreatedBy, UpdatedBy, DateCreated, DateLastUpdated)

Frontend (Angular)

Components:

questionnaire-builder - Template builder interface
questionnaire-rule-builder - Visual rule editor
questionnaire-response - Response interface (rule execution)
questionnaire-unified - Combined response/review interface
questionnaire-assignments - Assignment management
questionnaire-self-assign - Self-assignment form

Services:

questionnaire.service.ts - API client for templates
questionnaireInstance.service.ts - API client for instances
questionnaire-rule.service.ts - Rule conversion, validation, execution
questionnaireOptions.service.ts - Metadata and options

Rule Execution:

Client-side execution in Angular
Real-time evaluation as user responds
JavaScript eval (sandboxed) for condition evaluation
DOM manipulation for show/hide actions

API Endpoints

Questionnaires:

GET /api/questionnaires/getList - List templates
GET /api/questionnaires/{id} - Get template
POST /api/questionnaires/create - Create template
PUT /api/questionnaires/{id} - Update template
DELETE /api/questionnaires/{id} - Delete template
POST /api/questionnaires/bulkUpdate/{id} - Update sections/questions
POST /api/questionnaires/createInstancesFromQuestionnaires [v2.0] - Create instances
POST /api/questionnaires/selfAssignQuestionnaire - Self-assignment
POST /api/questionnaires/createRecurringAssignment - Create schedule
POST /api/questionnaires/upload - Upload Excel template
POST /api/questionnaires/uploadBulkEmailAssignment/{id} - Bulk assign via Excel
GET /api/questionnaires/exportQuestionnaire/{id} - Export template
GET /api/questionnaires/exportAllResponses/{id} - Export all responses

Instances:

GET /api/questionnaireInstances/{id} - Get instance
POST /api/questionnaireInstances [v2.0] - Create instance
PUT /api/questionnaireInstances/{id} - Update instance
DELETE /api/questionnaireInstances/{id} - Delete instance
POST /api/questionnaireInstances/filterQuestionnaireInstances - List/search
GET /api/questionnaireInstances/getAllByParent/{id} - Instances for template
POST /api/questionnaireInstances/link - Get instance for response
PUT /api/questionnaireInstances/updateResponses/{uuid} - Save responses
PUT /api/questionnaireInstances/submitForFeedback/{uuid} - Submit for review
PUT /api/questionnaireInstances/changeStateAccepted/{uuid} - Approve
PUT /api/questionnaireInstances/changeStateRejected/{uuid} - Reject
PUT /api/questionnaireInstances/reopenInstance/{uuid} - Reopen
GET /api/questionnaireInstances/history/{id} - Get history entries
POST /api/questionnaireInstances/assignQuestions/{id} - Assign questions to users

Database Schema

Key Tables:

Questionnaires - Templates with Rules, Sections JSON
QuestionnaireInstances - Responses with JsonData, Score, Grade
Question - Questions with QUID, QuestionType, StaticAnswerOptions JSON
QuestionnaireInstanceAssignee - Junction table for multiple assignees
QuestionAssignee - Per-question user assignments
QuestionnaireHistoryEntry - Historical snapshots
QuestionnaireRecurringAssignment - Scheduled delivery configuration
QuestionnaireHeader - Metadata field definitions
questionControl - Question to security control mappings
Properties - Flattened key/value storage for reporting

Indexes:

QuestionnaireInstances.ParentQuestionnaireId - Fast instance lookup
Question.ParentQuestionnaireId - Fast question lookup
Properties.ParentId, Properties.ParentModule - Fast property lookup
Tenant isolation via TenantsId on all entities

Summary

The RegScale Questionnaire System is a production-ready, enterprise-grade solution offering:

Flexibility:

10 question types including dynamic tables
Multiple assignment mechanisms (user, email, module, self-assignment, recurring, bulk)
Granular per-question assignments
Anonymous and authenticated access

Intelligence:

Visual rule builder with 12 action types
Conditional logic (show/hide, enable/disable, auto-populate)
Automated scoring and grading
Test mode for rule validation

Workflow:

Multi-state workflow (Open → Submitted → Accepted/Rejected)
Single reviewer (planned: multiple reviewers)
Historical snapshots and audit trail
Email notifications at each stage

Integration:

Security control mappings for compliance
Properties storage for reporting
Report Builder integration
Import/Export via Excel
Module-based contextual questionnaires

Enterprise Features:

Multi-tenancy with tenant isolation
Comprehensive audit trails
Soft deletes and data retention
Recurring automated delivery
Metadata headers for custom categorization
Performance optimization with proper indexing

The system is designed to scale from simple surveys to complex compliance assessments with hundreds of questions, thousands of users, and sophisticated conditional logic.

RegScale Questionnaire System - Overview

Executive Summary

Table of Contents

Core Concepts

Questionnaires vs. Instances

Questions

Assignment Options

1. User-Based Assignment

2. Email-Based Assignment

3. Module-Based Assignment

4. Self-Assignment (Public URLs)

5. Recurring Assignments

6. Bulk Assignment via Excel

Per-Question Assignment

Scoring System

Question-Level Scoring

Multiple Choice / Dropdown Questions

Checkbox Questions (Multi-Select)

Table Questions

Manual Scoring

Instance-Level Scoring

Grading

Enabling Scoring

Rule Engine

What Rules Can Do

Rule Components

Conditions (WHEN to Execute)

Actions (WHAT to Do)

Visual Rule Builder

Test Mode

Validation System

Rule Execution

Documentation

Workflow & States

Instance States

State Transition Flow

Reviewer Workflow

History Tracking

Email Notifications

Completion Tracking

Question Types

1. Text

2. Number

3. Date

4. Email

5. PhoneNumber

6. MultipleChoice (Radio Buttons)

7. CheckBoxes (Multi-Select)

8. Dropdown (Select)

9. Table

10. Instructional

Key Features

1. Section Management

2. Control Mappings

3. Properties Storage (Dual Model)

4. Anonymous Access

5. Import/Export Capabilities

Import (Upload)

Export

6. Metadata Headers

7. Recurring Assignments

8. Report Builder Integration

Technical Architecture

Backend (C# .NET)

Frontend (Angular)

API Endpoints

Database Schema

Related Documentation

Summary