Interactions with a survey template in the PARTNERsafe.

How to edit the basic information of a survey template? #

• In the PARTNERsafe platform left menu click “Survey templates”.
• Click the “edit” icon in the survey templates table column “Actions” on the necessary template.
• In the “Basic information” section enter the new survey template name, related risk configuration, type of person and language.
• Click “Save”.

How to make a survey mandatory for new clients? #

• In the PARTNERsafe platform left menu click “Survey templates”.
• Click the “edit” icon in the survey templates table column “Actions” on the necessary template.
• In the “Basic information” section check the box “Mandatory for new clients”.
• Click “Save”.

How to change the survey template status? #

• In the PARTNERsafe platform left menu click “Survey templates”.
• Click the “edit” icon in the survey templates table column “Actions” on the necessary template.
• In the “Status” section click either “Activate” or “Deactivate”.

How to set the automatic cooperation status change on a survey template? #

• In the PARTNERsafe platform left menu click “Survey templates”.
• Click the “edit” icon in the client survey table column “Actions” on the necessary client survey.
• In the “Configuration” section click the “edit” icon in the risk levels table column “Actions” on the risk level.
• In the popup select the necessary value in dropdown “Automatic cooperation status change”. There will be a system notification for each accepted or rejected client.
• Click “Update”.

How to set the re-examination period on a survey template? #

• In the PARTNERsafe platform left menu click “Survey templates”.
• Click the “edit” icon in the client survey table column “Actions” on the necessary client survey.
• In the “Configuration” section click the “edit” icon in the risk levels table column “Actions” on the risk level.
• In the “Re-examination period” field specify the number of days until the re-examination period (By entering “0” the re-examination will take place on the same day).
• To add additional surveys for re-examination, click “Add”.
• Click “Update”.

How to add a question to a survey template? #

• In the PARTNERsafe platform left menu click “Survey templates”.
• Click the “edit” icon in the survey templates table column “Actions” on the necessary template.
• In the “Questions” section click the “+” icon on the necessary questions section.
• In the popup enter the question label, caption, related risk factor, check whether it is a required question and filled only by the subject, and click “Create question”.
• Choose the field type: “Dropdown”, “Text field”, “Date selector” or “Related persons”.
• Click “Create question”.

How to edit a question of a survey template? #

• In the PARTNERsafe platform left menu click “Survey templates”.
• Click the “edit” icon in the survey templates table column “Actions” on the necessary template.
• In the “Questions” section click the “edit” icon on the necessary question.
• In the popup enter a new question label, caption, related risk factor and field type.
• Click “Update question”.

How to delete a question from a survey template? #

• In the PARTNERsafe platform left menu click “Survey templates”.
• Click the “edit” icon in the survey templates table column “Actions” on the necessary template.
• In the “Questions” section click the “delete” icon on the necessary question.
• In the popup click “Delete question”.