Before you start

You need questionnaire access and relevant approved evidence. AI-generated answers need human review.

Step by step

  1. Open Questionnaires and select the relevant questionnaire or response record.
  2. Review the questions, scope and required evidence. Confirm which organisation or product the response covers.
  3. Use available AI-assisted drafting to prepare answers from approved source information.
  4. Review each answer and its citations. Correct unsupported claims and flag questions that need an owner’s input.
  5. Save the response and use the available review or export process when the answers are ready.

Choose the response, not its template

Templates define questions and rules. Responses & review holds instances being answered or reviewed. Open the response reference for existing work; editing a template is not how to answer an invitation. Confirm subject/framework and assessment linkage before entering answers.

Complete a section

  1. Read applicability and scope first.
  2. Answer from actual practice and the required period, attaching the requested support.
  3. Save and check progress and validation.
  4. Review AI suggestions/citations and record gaps instead of unsupported claims.
  5. Submit after required sections are complete and check confirmation/review status.

Continue or amend safely

Use the current invitation intended for you. If a newly generated link fails, ask the requester to verify environment and invitation state without publishing its token. Submission may still require analyst review. Use the permitted reopen/reissue route for amendments; completion is not compliance or certification.

What happens next

Maintain the response with its source evidence so later reviews can identify stale or changed information.

If something does not look right

If no suitable evidence supports an answer, record the gap rather than inventing a claim. Check that the evidence applies to the same product and scope.