Programs

A program defines the people who are involved in an assessment, including the responsible manager, the reviewers, and the approvers. It also defines the questionnaire template that the program uses. A program is based on an underlying asset that you want to assess. These assets can be processes, subprocesses, resources, employees, vendors, or engagements.

Programs that are based on employees create questionnaire assessments that are sent to the employees. Programs that are based on resources, processes, subprocesses, vendors, or engagements are based on selected objects and are sent to the objects' primary owner. If an employee has no employee account or an asset has no primary owner, there is no respondent for the questionnaire assessment.

First, create a program object and assign the questionnaire template and assets to it. When you launch it, the questionnaire assessment's stage is set to information gathering. A workflow starts because workflows are used to drive the review process. A questionnaire assessment moves from one stage to the next when a user submits, rejects, or approves it. The stage owner can come from the underlying asset or the program owner if it is the final stage.

You can update the assets that are assigned to a program and relaunch it if new assets were added after the initial launch.

Users who launch programs must have read permissions for questionnaire assessment and questionnaire template objects. Set up permissions so that only program owners can delete questionnaire assessments.

Launching a program and copying answers

When you launch a program, you can include answers from a previous program in the questionnaire assessment. For example, this year you can send out questionnaire assessments that are the same or similar to ones you sent last year, and you can include last year's answers. The recipient receives questionnaire assessments where some or all of the questions include answers that the recipient can keep or change.

You can use the questionnaire template from the previous program or save it as a new template and make changes. The two programs do not have to use the same questionnaire template. To copy answers, the questions must retain their internal identifiers from one questionnaire template to another. You can make slight changes to questions in the new questionnaire template if the question remains essentially the same. You can add new questions and delete questions. Don't rewrite an existing question because answers that no longer apply can be copied to it.