Questionnaire Controls

The Questionnaire Controls provide users with the tools to manage and configure questionnaires comprehensively. These controls include actions for uploading documents, managing permissions, customizing settings, and more. Below is a detailed guide to these actions:

Questionnaire-Level-Actions

The following actions are available for managing the questionnaire as a whole:

Upload

• Purpose: Add documents for use across all questions in the questionnaire.
• Location: Access the Upload option via the left-hand side panel.
• Actions:
  • Upload documents to a centralized list to streamline answering questions.
  • Support for bulk uploads using drag-and-drop functionality.

Export Questionnaire

• Purpose: Export the questionnaire content for external use or review.
• Location: Access the Export option via the left-hand side panel.
• Actions:
  • Export the entire questionnaire to an Excel file for offline review or sharing.

Settings

• Purpose: Customize general questionnaire configurations.
• Location: Access the Settings option via the left-hand side panel.
• Actions:
  • Edit Standard Deadlines: Set default deadlines for tasks assigned within the questionnaire.
  • Select Industries: Choose the industries relevant to this questionnaire, enabling tailored workflows and settings.

Structure

• Purpose: Navigate through sections and questions within the questionnaire.
• Location: Access the Structure option via the left-hand side panel.
• Actions:
  • Open a tree view of questionnaire sections and questions.
  • Quickly navigate to specific areas of the questionnaire for review or editing.

Permissions

• Purpose: Manage user access and roles for the questionnaire.
• Location: Access the Permissions option via the left-hand side panel.
• Actions:
  • Add or remove users from the questionnaire.
  • Assign roles such as Administrator, Editor, Contributor, and Approver, each with specific access rights.

Time Travel

• Purpose: Review the change history of the questionnaire.
• Location: Access the Time Travel option via the left-hand side panel.
• Actions:
  • View a detailed audit log of changes made to the questionnaire, including edits to questions, uploads, and structure modifications.
  • Restore previous versions if necessary.

Dissolve Questionnaire

• Purpose: Delete the questionnaire entirely to restart or create a new instance.
• Location: Use the Right-click Menu on the questionnaire name.
• Actions:
  • Permanently delete the entire questionnaire.
  • Ensure all users are aware, as this action cannot be undone.

Rename Questionnaire

• Purpose: Modify the title of the questionnaire for clarity or accuracy.
• Location: Use the Right-click Menu on the questionnaire name.
• Actions:
  • Enter a new name for the questionnaire.

Questionnaire Properties

• Purpose: Adjust advanced settings specific to the questionnaire.
• Location: Use the Right-click Menu on the questionnaire name.
• Actions:
  • Select Relevant Industries: Define industries relevant to this questionnaire.
  • Set Deadlines: Configure:
    • A default submission deadline for all contributors.
    • A standard submission deadline for contributors working on specific sections.

Question-Level-Actions

At the question level, users can perform a variety of actions to manage, review, and refine individual questions within a questionnaire. These actions include changing states, assigning users, editing content, and more. Below is a detailed guide to each available action.

Change State

• Purpose: Transition the question through various workflow states based on its progress.
• Actions:
  • Generated: When Oblivation generates an answer using uploaded documents, the question is set to the "Generated" state automatically.
  • Editing: When a user manually edits the answer, the state changes to "Editing."
  • For Approval: After editing, you can mark the question as ready for approval. Selecting this state will highlight the question in yellow.
  • Approved: Once the answer is finalized and approved, you can set the question to the "Approved" state, which will highlight it in green.

Assign Question

• Purpose: Assign responsibility for editing or approving a question.
• Location: Access the Assign Question option from the left-hand panel.
• Actions:
  • Assign a Contributor to edit or review the question.
  • Assign an Approver to finalize and approve the question.
  • Provide additional comments or context when assigning a user.

Edit

• Purpose: Make manual edits to the generated or existing answer.
• Location: Click the Edit Pencil icon located at the top-right corner of the question.
• Actions:
  • Directly modify the answer text or content.
  • Save changes to transition the question to the "Editing" state.

Upload to Question

• Purpose: Upload specific documents directly linked to a single question.
• Location: Use the Upload button on the left-hand panel.
• Actions:
  • Add relevant documents to enhance the accuracy of the answer or provide supporting materials.

Add Answer (Where Applicable)

• Purpose: Add multiple rows of answers for specific questions that require additional responses.
• Location: Access the Add Answer option from the left-hand panel (only available for applicable questions).
• Actions:
  • Create additional answer rows for the same question.
  • Edit and manage these rows individually as needed.

Properties

• Purpose: Access detailed information about the question and its workflow.
• Location: Use the Properties action from the left-hand panel.
• Actions:
  • View and manage:
    • Comments (Remarks): See or add notes related to the question.
    • Versions: Track the question's version history.
    • Contributors and Approvers: Review assigned users and their roles.

Documents Sources Used

• Purpose: Review the sources of information used to generate the answer.
• Location: Found at the bottom of the question view.
• Actions:
  • See a list of documents linked to the question.
  • Highlight specific excerpts or pieces of information from the documents used in the answer.

Time Travel

• Purpose: Access the version history and audit log for a single question.
• Location: Use the Time Travel action from the left-hand panel.
• Actions:
  • View a detailed log of all changes made to the question, including timestamps and user details.
  • Revert to previous versions if needed.

Structure

• Purpose: Navigate between different sections and questions of the questionnaire.
• Location: Use the Structure action on the left-hand panel.
• Actions:
  • Open or close the tree structure view to see all sections and questions.
  • Quickly jump to another question or section within the questionnaire.