What configuration options are there for a question in 360?

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:

  • Configure the questionnaire in the sand-pit account and copy it to the production account
  • Use templates
  • Experiment with this Import Request spreadsheet: Common Question Configurations.xlsx

Configuration matrix

The configuration options for a question are: 

Field LabelImport Column & FlagsDescription

Is Reusable Question?

P

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.

QuestionDThe question's text (e.g. How many years have you worked in this industry?)

Question Notes

J

Additional information is visible to providers to help them answer the question

Short Name/CodeIA unique identifier for the question that can be used for advanced/bespoke reporting
Private Question?B | H
Yes/No: Is the question hidden from the providers?

There are two types of questions that are hidden from providers:

  1. Private questions: used for assessments that do not require information submitted by the provider
  2. Dependency questions: used for optional information

See the information block at the bottom of the page for specifics

Except ifO

The dependency question rule

Restriction: This must be a private question

Mandatory?B | M

Yes/No: Should the question's text be followed with the text " (Mandatory)"?

Note: Information only - all questions must be responded to by providers

Allow Attachments?B | A

Yes/No: Can the response include a file attachment - not just the compliance statement?

Restriction: Not available when displaying in a series

Maximum Uploadsn/aInteger: How many uploads are allowed?
Outgoing Documentn/aA document that the provider can download (e.g. a form)
Evaluation Guide – Attachmentn/aA document that the evaluator can download (e.g. a policy)
Evaluation Guide – NotesE

Instructions for the evaluator with optional auto-scoring and commenting

Auto-scoring

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.

  • 10 Exceeded all rqm'ts
  • 8 Met all rqm'ts
  • 6 Met core rqm'ts
  • 4 Met some rqm'ts
  • 2 Met few rqm'ts
  • 0 Did not respond

Dot points without a score will allow a click to enter comments.

Allow Response?B | R
Yes/No: Can the response include typed text - not just the compliance statement?

Statements

To display an information message that the provider must read but not acknowledge, please ensure:

  • Allow Response is not set
  • Allow Attachments is not set
  • There is only one compliance statement
Weighted Question?B | WYes/No: Can responses to this question affect the value for money assessment?
Relative WeightC

Integer: How important is this question?

Restriction: Must be a weighted question - can be 0

Response Type - Text (multi-line comments)K | T

Multi-lined text

Restriction: Allow response must be selected

Response Type - Text (single line of comments)K | S

Single-lined text

Restriction: Allow response must be selected

Response Type - None (no response comments)K | B

No comments allowed

Acknowledgements

To display an information message that the provider must read and acknowledge, please ensure:

  • Allow Response is set
  • Allow Attachments is not set
  • There is only one compliance statement
  • The response type is None

Restriction: Allow response must be selected

Response Type - DateK | D

A date must be entered

Restriction: Allow response must be selected

Response Type - Decimal NumberK | N

A number figure must be entered

Restriction: Allow response must be selected

Response Type - Integer NumberK | I

An integer figure must be entered

Restriction: Allow response must be selected

Response Type - Digits only (w/o formatting)K | #

Digits must be entered, and it's okay if they start with 0 - e.g. a phone number.

Restriction: Allow response must be selected

Response Type - MoneyK | $

A dollar figure must be entered

Restriction: Allow response must be selected

Response Type - Web Site AddressK | W

A URL must be entered (e.g. http://www.example.com)

Restriction: Allow response must be selected

Response Type - Email AddressK | E

An email addresses only (someone@example.com)

Restriction: Allow response must be selected

Response Type - ABN (with ABR look-up)K | A

An ABN must be entered (with support by the Australian Business Register)

Restriction: Allow response must be selected

Response Type - ABN (read-only with ABR look-up)K | a

The Australian Business Register must be used to select an ABN

Restriction: Allow response must be selected

Response Type - Multi-SelectK | M

A list of options is available to choose from

Restriction: Allow response must be selected

Response Type - Referee Check

K | R

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

Response Type - Look-upK | L

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.

Template ID (Select Template)Q

The ID of the job template that will be used to create a job that each provider's referees will respond to

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

Look-up Column Namen/a

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.

Look-up Data Column Namen/a

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

Look-up Spreadsheetn/a

An Excel spreadsheet from which the look-up data is read

Restriction: Required if the look-up response type is selected

Minimum ValueL

Limitation applied to the Response Type.  For example:

  • Minimum number of referees
  • Earliest date
  • Minimum $ amount

Restriction: Requires a non-text response type

Maximum ValueMLimitation applied to the Response Type.  For example:
  • Maximum number of referees
  • Latest date
  • Maximum $ amount

Restriction: Requires a non-text response type

Multi-Select OptionH

Comma-separated list of options to choose from

Restriction: Response type - multi-select must be selected

Response LengthG

Integer: The maximum length of the response-text

Restriction: Requires a text response type

Displayed in a Series?B | S

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?"

Is Skippable?N

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

Skipped by Default?B | -

Yes/No: The question will be skipped until the providers choose to answer it.

Restriction: Must be skippable

Statement ListF

List of compliance statements the provider must choose from

Use Ctrl+Click (Windows) +Click (Mac) to select the statements

See How to configure the compliance statement list in 360 for detailed help

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.


Please note:

  • Each item in the questionnaire is called a "question," even if it doesn't require a response from the providers
  • Questions will be hidden from providers when:
    • It is a hidden question (visible to evaluators only)
    • It is in a hidden section (visible to evaluators only)
    • It is a dependency question, and the answer to its gateway question does not trigger its visibility, or the question was withdrawn
    • It is in a dependency section, and the answer to its gateway question does not trigger its visibility, or the section was withdrawn
    • It is in a skipped section