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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Supply chain compliance

Creating a Questionnaire (View Questionnaires)

Go to the
View Questionnaires
 screen under the
Questionnaires
 menu. This screen shows a list of Questionnaires the user has saved. Each of these Questionnaires can be sent to partners.
If the system has been configured to utilize the Renewal Questionnaire functionality, a
Renewal Questionnaire
 column will appear on the grid. This column shows whether the Questionnaire is a Renewal Questionnaire.

Archiving a Questionnaire

To archive one or more Questionnaires.
  1. Choose which Questionnaires in the grid need to be archived.
  2. Once these Questionnaires are identified, check their corresponding boxes in the
    ID
     column.
  3. Click
    Archive Checked
    .
The selected Questionnaire(s) will then be archived. An archived Questionnaire can be reactivated by checking its ID box and selecting
Activate Checked
.

Creating a New Questionnaire

To create a new Questionnaire, click
Add Questionnaire
 to open a blank version of the
Edit Questionnaire
 screen.

Edit Questionnaire (Add Items)

Before adding items/questions to a Questionnaire, create a name and description. Click
Save
. A status message will then appear, stating that the questionnaire was successfully saved.
A Questionnaire should be associated to a
Type
 of program (e.g., CTPAT). In doing so, this ensures the proper associated scoring for that program in Settings will be applied. Questionnaires without an associated
Type
 are scored using the default
Importer
 score settings in the Company Profile.
The
Add Items
 tab shows all questions and Questionnaires that can be added to a Questionnaire. Questionnaires may consist of questions and/or other Questionnaires.
To add an item.
  1. Open the
    Add Items
     tab and determine which questions to add to the Questionnaire.
  2. Once the items to be added have been identified, check their corresponding boxes on the leftmost column.
  3. Click
    Add
    .
To filter items or narrow a search, click
Show/Hide Filter
 and select filters.
The
Show Only Owned
 checkbox displays either all questions in the shared question database or the questions created (owned) under the importer partner.

Edit Questionnaire (Rules)

The
Rules
 tab provides the ability to skip questions based on certain answers or end the Questionnaire after specific answers.
To add rules to a Questionnaire.
  1. Click the
    Rules
     tab.
  2. Click
    Add New Record
    .
This screen requires the user to enter the question and answer tied to the rule, the rule to take (e.g., End or Go-To) and the result question (for Go-To rules). Once those items are selected, click
Insert
 to save the rules to the Questionnaire.
Using rules within a Questionnaire provides a good flow to the Questionnaire and makes it more efficient for the recipient to respond. It ensures questions that the recipient is not required to answer or that may not be applicable under their circumstances are skipped.
Header options
Description
Group By
Groups the questions by the category used in the
Create/Edit Question
 screens.
Example: Questions categorized as personnel security would group together on the Questionnaire.
Back
If clicked, this button returns you to the previous screen.
Send
Redirects to the
Send Questionnaire
 screen with the currently open Questionnaire pre-selected.
Generate PDF
Generates an Adobe .pdf version of the Questionnaire.
Copy To
Copies the Questionnaire to the same/other partners. Options to include the Questionnaire’s rules and
Add Questions to Importer
 will be given.
Print View
Opens the screen with a list of all questions and answers that may be printed.
Create Renewal Questionnaire
Activates the Renewal Questionnaire functionality, creating a new version of the selected Questionnaire. Renewal Questionnaires include all previously provided answers, notes, and attachments for the purpose of review and renewal/re-certification.
Business Partners can update/edit answers that have changed since the prior response, as well as confirm prior answers that are still considered applicable. Past Corrective Actions will also carryover for review and application where deemed appropriate.
If you are interested in having your system configured to utilize the Renewal Questionnaire Functionality, please contact your Thomson Reuters System Administrator.

Editing Questionnaires

To edit a Questionnaire, choose
View Questionnaires
 from the
Questionnaires
 menu to open the
Questionnaire List
 screen. Click on a Questionnaire’s name to open the Questionnaire in the
Edit Questionnaire
 screen.
The name and description of the Questionnaire appear at the top of the screen. Underneath is the message that will display your partner upon login.
You will be able to associate a specific Questionnaire to one or more program types (e.g., CTPAT, AEO, Internal Compliance, etc.). This provides for more flexibility in reporting and queries, as well as the ability to sort and filter by program in the
Questionnaire Status
 screen.
The list on the
Selected Items
 tab under
Detail Information
 includes all the questions attached to this Questionnaire at the bottom of the screen.
Removing a Question from a Questionnaire
To remove a question from Selected Items.
  1. Choose one or more questions and check their corresponding boxes.
  2. Click
    Remove
    .
    If one or more selected questions are associated to a rule; a confirmation pop-up will appear on the screen, stating that removing the question will also remove the associated rule.
  3. Click
    OK
     to proceed.

Edit Questionnaire (Add Items)

The
Add Items
 tab adds a new question to the Questionnaire.
The
Show Only Owned
 checkbox allows you to elect to show only “owned” questions on the
Add Items
 tab to limit the view of optional questions to only their own questions (vs. shared questions).
To change the order of the questions, the screen provides a “drop-drag” feature. Place the cursor over the far-left box of the question to move (the box appears to have little dots in it). Left click and hold to highlight the question. While holding, drag the question to the preferred location. Multiple questions can be moved together by using the control button at the same time.

Edit Questionnaire (Rules)

The
Rules
 tab adds a new rule to the Questionnaire. Click on the question description to go to the
Edit Question
 screen. “QSTN” stands for question. “QSTR” stands for Questionnaire.

Edit Questionnaire (Create Renewal Questionnaire)

important
This functionality must be configured to be operational. If you are interested in having this feature configured for your system, please contact your Thomson Reuters System Administrator.
The
Create Renewal Questionnaire
 functionality makes it possible to resend a previously sent/answered Questionnaire at a designated date to the same supplier(s). The supplier’s prior answers, notes, and attachments will be included in the Renewal Questionnaire. Where applicable, the supplier can make updates to the original responses. Corrective Actions triggered as a result of the previous answers will carryover as well and will be updated based on any new answers subsequently provided.
To create a renewal Questionnaire.
  1. Click
    Create Renewal Questionnaire
    .
  2. Change the name of the Questionnaire.
  3. Click
    Save Renewal Questionnaire
    .
Attempting to save the Renewal Questionnaire without changing the Questionnaire name will result in the below error message:
After the Renewal Questionnaire has been successfully saved,you will be able to perform additional edits to the new version (e.g., delete/add questions, update the “Display to Partner” message).
Renewal Questionnaires (Program Type and Description)
For Renewal Questionnaires, you cannot update the Program Type or Description. This information must be consistent for system organization purposes.
Renewal Questionnaires (Adding, Editing, and Removing Questions)
For Renewal Questionnaires; you can edit, add, and/or remove questions. Any questions that are deleted will remove any associated rules with that question.
You can also update existing questions. However, if you change the question’s Answer Type (e.g. Yes/No to Multiple Choice), no previously stored responses will be carried over. The question will be treated as a new question.
Attempting to save a question with a changed Answer Type will open a confirmation pop-up, like the one shown below. Click
OK
 to continue.
Archiving the Original Questionnaire
Before a Renewal Questionnaire can be sent, you must archive the original Questionnaire. Once a Questionnaire is archived, the recipient will no longer be able to make any changes or edits to that Questionnaire. It will be locked.
Attempting to send a Renewal Questionnaire from the
Send Questionnaire
 screen will open a confirmation pop-up like the one shown below.
Clicking
OK
 will send the Renewal Questionnaire to the supplier and move the original Questionnaire to the archived Questionnaires table.
Clicking
Cancel
 will return you to the
Send Questionnaire
 screen.

EU-AEO Updates

When an update becomes available for the standard version of the EU-AEO Questionnaire, an e-mail notification is sent to you to notify that an updated version is available, including:
1. Which questions were added, updated, or deleted
2. How the impacted questions are distinguished in the question database
Updated questions are stored in the
Question List
 screen to allow you to update their relevant Questionnaires. Should assistance be needed in completing those updates, please contact IntegrationPoint@ThomsonReuters.com