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The questionnaire is the core element in a request for a quote or a tender. 360 provides a great deal of flexibility for each item in the questionnaire, and some options are very subtle, so it is a good idea to:
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Configuration matrix
The configuration options for a question are:
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Is Reusable Question?
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Yes/No: Functionality to correlate two questions so providers can use a previous response or previously uploaded attachments.
Restriction: Either allow response or allow attachments needs to be selected.
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Question Notes
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Additional information is visible to providers to help them answer the question
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There are two types of questions that are hidden from providers:
See the information block at the bottom of the page for specifics |
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The dependency question rule
Restriction: This must be a private question
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Yes/No: Should the question's text be followed with the text " (Mandatory)"?
Note: Information only - all questions must be responded to by providers
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Yes/No: Can the response include a file attachment - not just the compliance statement?
Restriction: Not available when displaying in a series
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Instructions for the evaluator with optional auto-scoring and commenting
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The evaluation guide can be inserted within each question. (Highly recommended to improve evaluation consistency and efficiency) By entering dot-points starting with a number, the number will be the score and the remaining text will be the comment.
Dot points without a score will allow a click to enter comments. |
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To display an information message that the provider must read but not acknowledge, please ensure:
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Integer: How important is this question?
Restriction: Must be a weighted question - can be 0
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Multi-lined text
Restriction: Allow response must be selected
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Single-lined text
Restriction: Allow response must be selected
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No comments allowed
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To display an information message that the provider must read and acknowledge, please ensure:
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Restriction: Allow response must be selected
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A date must be entered
Restriction: Allow response must be selected
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A number figure must be entered
Restriction: Allow response must be selected
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An integer figure must be entered
Restriction: Allow response must be selected
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Digits must be entered, and it's okay if they start with 0 - e.g. a phone number.
Restriction: Allow response must be selected
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A dollar figure must be entered
Restriction: Allow response must be selected
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A URL must be entered (e.g. http://www.example.com)
Restriction: Allow response must be selected
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An email addresses only (someone@example.com)
Restriction: Allow response must be selected
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An ABN must be entered (with support by the Australian Business Register)
Restriction: Allow response must be selected
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The Australian Business Register must be used to select an ABN
Restriction: Allow response must be selected
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A list of options is available to choose from
Restriction: Allow response must be selected
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Response Type - Referee Check
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A list of referees must be specified who will be contacted and asked to complete an online form (another 360 job)
Restriction: Allow response must be selected, and a template ID is required
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Providers will be able to search for a value (such as a Supplier ID) and select associated details (such as Supplier Registration)
Restrictions: Allow response must be selected. The look-up spreadsheet configuration must be set.
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The ID of the job template that will be used to create a job that each provider's referees will respond to
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The template must be fully configured so the referee's job can be created and released automatically No changes should be made to the template while the job is open however, 360 will not prevent the Boss user from editing the template |
Restriction: Required if the referee check response type is selected
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The column title of the unique search values (e.g. Supplier ID)
Restrictions: Required if the look-up response type is selected. A column must have unique values.
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The column title of the data to submit as the provider's response to the question (e.g. Supplier Registration)
Restriction: Required if the look-up response type is selected
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An Excel spreadsheet from which the look-up data is read
Restriction: Required if the look-up response type is selected
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Limitation applied to the Response Type. For example:
- Minimum number of referees
- Earliest date
- Minimum $ amount
Restriction: Requires a non-text response type
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- Maximum number of referees
- Latest date
- Maximum $ amount
Restriction: Requires a non-text response type
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Comma-separated list of options to choose from
Restriction: Response type - multi-select must be selected
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Integer: The maximum length of the response-text
Restriction: Requires a text response type
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Yes/No: The question will be displayed on a single screen with adjacent questions.
Restriction: Does not support file/attachment uploads
Note: Feature was previously "Is Scorecard?"
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Yes/No: The question can be skipped by providers
Restriction: When displaying in a series, all questions in the series must have the same option
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Yes/No: The question will be skipped until the providers choose to answer it.
Restriction: Must be skippable
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List of compliance statements the provider must choose from
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Use Ctrl+Click (Windows) ⌘+Click (Mac) to select the statements See How to configure the compliance statement list in 360 for detailed help |
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To avoid compatibility problems when importing jobs, statements should not include a comma. |
Notes:
The list will not be displayed if there is only one question and either:
- Allow response is selected
- Allow attachment is selected
The providers will always need to see the question and click Next or Save to acknowledge that they have read the text.
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Good data opens a world of opportunities Configuring the questionnaire so it elicits precise and concise information from respondents results in major time savings for all concerned:
This page describes the configuration options for acquiring good data from both respondents and evaluators. |
Question/statement configuration fields:
Field Label | Description | ||
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Short name/code | Short version of the question for use in Excel reports (column title). Example: WHS Cert | ||
Question/Statement | A question or a statement to be answered or acknowledged. Example: Do you have an independently certified WHS process? | ||
Instructions/Notes | Additional information to better understand the question/statement. Example: If “Yes” please upload a copy of your WHS certification. | ||
Weighted criterion | Option that if selected forces evaluators to score each response to the question. Important! Not displayed to respondents. | ||
Mandatory criterion | Option that if selected displays the word “Mandatory” to respondents. Important! “Mandatory” as in “Not Optional” - non-compliant if not provided. | ||
For contract | Option that if selected enables the question and responses to be included in a “For Contract” report. Important! Not displayed to respondents. | ||
Visibility | Options for who and when sees the question/statement:
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Optionality | Options for whether or not the question must be answered:
Tip: Don’t allow weighted questions to be skipped. Use skippable questions for information that can be provided later - after the evaluation. | ||
Display | Options for how the question/statement is to be displayed:
Important! All questions in a series must have the same visibility configuration. | ||
Show statements drop-down | Option for displaying a drop-down with statements that indicate an answer to the question. Important: Statements can also be specified. If no statements are specified, 360 will assign defaults. Examples:
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Show data entry fields | Option for display data entry fields in 360’s online questionnaire with options:
Important! Each response option has its own configuration options. Example: Formatted text (HTML) with a minimum of 50 words and maximum of 200 words. | ||
Show attachment upload button | Option for allowing files to be uploaded with an optional limit. Tip! Only allow one upload where it’s logical for just one file to be provided such as uploading a WHS certification where last year’s will be irrelevant. | ||
Allow reuse of previous answers to this question | Option for allow respondents to copy their previous response to the question when answering the question. Tip! Will automatically be turned on if a question is duplicated (such as copying a request). | ||
Relative weight | The importance of a criterion for the rankings algorithm. Important! Not displayed to respondents or evaluators.
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Scoring | Options for how the question responses are to be scored. The list of options is configured in 360’s system settings. Examples:
Important! Not displayed to respondents. | ||
Evaluation guide | Guidance for the evaluators. Tip: Click “Add Quick Scoring” to enable click-to-score-and-comment short-cuts. | ||
Files | Files for respondents and/or evaluators. Important! Files for evaluators are not displayed to respondents. | ||
Trigger(s) | Rules for displaying the question to respondents based on their previous question responses. Important! Adjusting the configuration of the preceding question(s) may require subsequent adjustment to section(s)/question(s) that depend on the question(s) configuration. | ||
Response form heading | Optional text to be displayed alongside the question number. | ||
Evaluation plan | Information to provide context for why a question is included in the questionnaire. Important! Not displayed to respondents or evaluators. | ||
Default score | The default score assigned to each response. Important! Evaluate by exception is useful for simple compliance checks. | ||
Default evaluation comment | The default comment assigned to each response. Important! Evaluate by exception is useful for simple compliance checks. |
Related articles
How to add a section (group of questions) to a request in the 360
buyers'How to configure an Excel spreadsheet to import a request (for tender) into 360
How to copy a request (e.g. for tender) in the 360
buyers'
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