Questionnaire Content
The ContractorXchange data questionnaire contains 41 questions covering a wide range of organization, capacity, OHS Management, quality management and contractor management criteria. Clients can also further customize the questionnaire by adding their own requirements.
As part of configuration, clients have the ability to customize their contractor management templates which includes questions and documents. Clients can simply add any question, from our pool of over 400 questions, to meet their requirements.
Complete Questionnaire
On the Complete Questionnaire page, you can view your questionnaire completion as a Total Progress and per Client. If Clients show up, this means they have added questions to the questionnaire.
How do I know who is asking a question?
As you navigate through the sections, pages, and questions, you can view who has included the question, whether it is Required for Approval, and by whom. Under each question, the line " Included by..." will show who added the question to the questionnaire.
The star icon indicates that the question is Required for Approval. Questions set to 'Required for Approval' need to be complete and affect your Approval Status.
Questions not set to Required for Approval do not affect your approval status but should be completed.
Outstanding Questions
Once you connect with your client, it is a good idea to check your Questionnaire completeness widget to see if there is any changes to the completion of your questionnaire. You will notice the completion for the Required for Approval by All Clients and Requested by All Clients percentage bar change if there are new questions included by your new client. Click from with the Questionnaire widget to View your Outstanding Questions.
On the Outstanding Questions page, please make sure the Show toggle is set to 'All Outstanding Questions', then click View to complete the new additions.