Supplier Questionnaires

This is the help text the console shows in the help panel on this page.

Manage the questionnaires sent to suppliers: view the built-in security & privacy questionnaire, clone it, and maintain your own tenant-owned copies.

Statuses

• Built-in — maintained by AutoCISO, read-only. Every tenant has it, on every plan.
• Draft — an unpublished working copy. Suppliers keep getting the current published version until it is published.
• Awaiting approval — submitted by a contributor and waiting for a manager or the owner to review and publish it.
• Published — the version currently sent on new assessments.
• Archived — no longer offered for new assessments; assessments already sent are unaffected.

Roles

• Member / auditor — read-only.
• Contributor — can clone a questionnaire, edit a draft, and submit it for approval.
• Manager / owner — review and publish a submission, set the tenant default, and archive a questionnaire. Administration follows publishing, not authoring.

The approval queue

The Awaiting approval filter and the banner above the table show every questionnaire waiting on a manager or the owner. A sidebar badge on Questionnaires carries the same count for anyone who can publish, and stays until the draft leaves the submitted state.

Plan requirement

Editing questionnaires (cloning, authoring, publishing) requires The Growth plan or higher. On a lower plan the page still opens and shows the built-in questionnaire, read-only, with a panel explaining what The Growth plan adds.

Start from scratch

Click New questionnaire to create a blank draft instead of cloning the built-in one. You can keep up to 50 questionnaires.