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. |
How to add a section (group of questions) to a request in the 360 internal portal
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 internal portal
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