The Internal Questionnaire feature allows you to send a questionnaire to a user within your organization, in the context of a specific supplier. These questionnaires can be:
Weighted – Affecting the supplier's overall risk score.
Unweighted – Used for information gathering or auditing, with no impact on risk score.
How It Works
Go to the Supplier Page
Navigate to the relevant supplier's page and open the “Questionnaire” tab.Click “Send Questionnaire”
This option appears in the top-right corner.
Choose the Questionnaire
Select the questionnaire template you'd like to send.
Choose the relevant Relationship(s) (if applicable).
Set a due date.
You may also preview the questionnaire before proceeding.
Click “Select Recipient(s)” to continue.
Select Internal Contacts
Choose “Internal Contacts” to mark the questionnaire as internal.
Select the internal users you want to assign the questionnaire to.
Click “Send”.
💡To receive an internal questionnaire, you must have a registered user in Panorays. The selected internal users will receive an email notification, and the questionnaire will appear on the supplier's Questionnaire tab.
Managing Internal Questionnaires
You can track all internal questionnaires from:
The “Internal Questionnaire” tab is in the main navigation bar.
Under “My Questionnaires” > select “All Questionnaires” (Admins only).
Frequently Asked Questions
❓ Who can answer an internal questionnaire?All user roles can answer an internal questionnaire. Custom roles can be granted this permission.
❓ Who is considered an internal contact?Internal contacts must be active users in your organization, as listed on the User Management page.
💡Note: Business Owners are currently not supported as internal contacts. This will be available in a future update.
❓ Can I use the same questionnaire for both internal and external users?Yes – a single questionnaire template can be sent to either internal or external users.However:
You cannot send the same questionnaire to both internal and external users at the same time.
You can resend the same template to additional users (internal or external) after the original one is marked as Done or Canceled.
❓ Can I send a questionnaire to myself?Yes. All active users appear in the internal contacts list, including yourself.
❓ What email notifications are sent?
For Responders (Internal Users):
New questionnaire received
Reminders
Comments
Task assignment notifications
For Evaluators:
Internal questionnaire submitted
Comments
Task status updates