Creating A Questionnaire Template

1.3.1 Auto Share Schedule

This stage can only be completed when the details of a questionnaire have been set up and saved.

Step 1: Click the Action button beside the required questionnaire in the Company Questionnaires section of Questionnaire Manager, then select Edit Details

Step 2: Click Auto Share Schedule

Step 3: Complete the details:

Step 4: Click Confirm Suppliers

Step 5: Complete the Contact Name and CC in users (if necessary)

Step 6: Once happy with the Contact Names, click Generate Schedule

The schedule will appear as shown below. If required, use the Action button to edit the schedule or delete the schedule.