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Panorays Questionnaire Excel Template

Updated over a week ago

Panorays Questionnaire Excel Template

This article explains how to use the Panorays Questionnaire Excel Template and understand the logic behind each column.
The template is structured by columns, and each column controls how questions behave, display, and are scored in the platform.


πŸ” How It Works

Each row in the Excel file represents one questionnaire question.
The columns define how that question is displayed, answered, scored, and customized per supplier.


✏️ Edit / Custom β€” Column Breakdown

Category (Column A)

Groups related questions by topic.
Categories help organize the questionnaire for easier review.


Text (Column B)

The actual question text displayed to the supplier.


Type (Column C)

Defines the answer format. Supported types:

  • FreeText

  • SingleChoice

  • MultiChoice

  • File


Answers (Column D)

Defines the available answers.

  • Leave blank for FreeText or File questions

  • For SingleChoice and MultiChoice, list each answer on a new line

  • Each answer must include a score in brackets
    Example: Yes [1]

Scoring rules:

  • Single choice: Highest answer score equals the question weight

  • Multiple choice: Each answer score is equal to or lower than the question weight

  • Not applicable answers should end with [-] and are excluded from scoring

  • Informational questions may have a score of 0


Weight (Column E)

Defines the overall weight of the question.

If a question is not scored, leave this field blank or set it to 0.


Mandatory (Column F)

Defines whether the question is required:

  • TRUE – Mandatory

  • FALSE – Optional


Important (Column G)

Marks a question as Important.
Incorrect answers to these questions will be flagged during review.

Typically, 4–6 questions are marked as Important.


Relationship Key (Column H)

Determines which suppliers receive the question based on the services they provide.

  • Fully customizable

  • A question may include multiple relationship keys

  • Leave blank to send the question to all suppliers

Formatting rules:

  • Use lowercase only

  • Use underscores (_) instead of spaces

Default examples:

  • share_data

  • share_pii

  • service_provider

  • tech_supplier


Conditionals (Column I)

Controls reactive questions that appear only if triggered by a specific answer.

Format:
​<row_number>:<answer>

Example:
​2:Yes means this question appears if β€œYes” was selected two rows above.

Each answer can trigger multiple conditional questions.


Serial Number (Column J) and Question Number (Column K)

These columns should be left blank.
They are automatically generated by the system.


AllowAdditionalInfo (Column L)

Allows the supplier to provide optional additional information as free text.

Enter TRUE to enable.


ForceAdditionalInfo (Column M)

Forces the supplier to provide additional information when selecting specific answers.

  • Enter the answer numbers that trigger this requirement

  • Enter FALSE to disable


Tags (Column N)

Tags help organize and filter questions during review.

  • Multiple tags can be assigned to a single question

  • Especially useful when multiple team members review different sections


Correlated Insights (Column O)

Links questionnaire questions to Cyber Posture Insights.

This allows reviewers to compare supplier responses with technical findings for better risk evaluation.


Internal References (Columns Z–AI)

Allows mapping of internal policy references to each question.

These references are visible to internal reviewers during questionnaire review and support governance and audit needs.


πŸ’‘ Tips / Important Notes

  • Not all questions need to be scored

  • Use Relationship Keys to avoid sending irrelevant questions

  • Use Conditionals to reduce questionnaire length while increasing depth

  • Tags and Internal References support collaboration and compliance


πŸ“Œ Summary

The Panorays Questionnaire Excel Template allows you to:

  • Build flexible, risk-based questionnaires

  • Customize questions per supplier relationship

  • Apply consistent and accurate scoring

  • Optimize question flow with conditionals

  • Enhance validation using Correlated Insights

  • Align questionnaires with internal policies

Using the template correctly ensures efficient assessments, clearer reviews, and stronger third-party risk management.

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