Before you start

You need permission to create/issue responses and a suitable published template. Confirm the subject, assessment linkage, recipient email and environment. Template editing and issuing a response are different tasks.

Choose or create the response

  1. Open Assessments & assurance → Questionnaires and inspect Templates. Choose the intended framework/version and the available action to create a response.
  2. Set the subject and any required linked assessment using the available fields. Check the resulting response reference.
  3. Open Responses & review and search for that response. Avoid creating another instance simply to find an existing invitation.

Invite the respondent

  1. Use Invite respondent on a draft, or Share / resend on an existing response.
  2. Check the recipient email and other invitation details before confirming.
  3. Read the confirmation and recorded delivery state. A generated link and a sent email are separate outcomes.
  4. Use the displayed secure link only for its intended recipient. Keep the expiry and response reference available to the requester.

If the link is unavailable

Check whether it was opened in the environment where it was generated, and whether it expired or was revoked. Ask the issuer to inspect the current invitation state and use the supported reissue action. Do not paste the private token into a support conversation.

A resend does not mean the respondent completed the questionnaire. Track response progress and submission separately in Responses & review.

Expected result

One identifiable response is available to the intended respondent, with an invitation state you have checked. Completion, submission and analyst review still remain separate tasks.