Send a questionnaire to colleagues in your organization about a specific supplier. Internal questionnaires can be weighted (affecting the supplier’s risk score) or unweighted (for information only).
Internal questionnaires appear with all other questionnaires on the supplier’s Questionnaires tab.
Send an Internal Questionnaire
Open the supplier page and go to the Questionnaires tab.
Click Send Questionnaire.
Select the questionnaire, relationships, and due date, then click Select Recipient(s).
Select Internal Contacts and choose the recipients. To add someone who isn’t listed, click Add an internal contact.
Click Send.
Recipients must be active Panorays users in your organization. They receive an email notification.
Answer and Review
Recipients answer and submit the questionnaire from the supplier’s Questionnaires tab. Once it’s submitted, reviewers open it from the same tab.
After submitting, recipients can edit their answers and save them without resubmitting. The score updates automatically.
Assign for Review Automatically
To assign internal questionnaires for review automatically, use the Assign for review action in Workflow Automation.
Revoke an Internal Questionnaire
You can revoke an active internal questionnaire, even after answers have been entered.
FAQs
Can I send the same template to internal and external users?
Yes, but not at the same time. You can resend it once the first one is Done or Canceled.
Can I send a questionnaire to myself?
Yes. All active users, including you, appear under Internal Contacts.