Questionnaire

Questionnaire mode automates CSV based RFPs, security questionnaires, vendor assessments, and other business questionnaires. If you have a text based questionnaire (DOC, TXT, PDF, etc.) use Content mode.

Getting Started

To start a new questionnaire, open the left side nav, and click + New Session then click the Questionnaire option.

Upload your Questionnaire

The first thing you'll see is a prompt to upload a CSV of your questionnare.

As long as it's a valid CSV, the formatting is not overly important. oper8r will attempt to intelligently parse the file and determine the question and answer columns.

Mapping the CSV Columns

Once you've uploaded your CSV, oper8r will show you a preview of the CSV with a best guess at which column(s) contribute to the question and which column the answer should go into.

You can select multiple question columns, but only one answer column. Click Question above any question columns, and Answer above the column where the generated answers should go.

Once the mapping looks correct, click the Confirm Question and Answer Columns button to proceed.

Responding to the Questionnaire

oper8r will parse the entire CSV, and display it in a spreadsheet like interface. To complete the questionnaire, you have a few options:

Batch Completion Processing

You can select all the rows, and click the Generate Selected button. This will kick off an autocomplete process that response to each row sequentially, and populates the designated answer column.

Rows marked as completed will not be answered again. You have to mark a row as pending for the batch processing to respond to the question.

Complete a Single Row

You can click the play button in the right column to generate a single answer for that row. This will generate a new response, regardless of the state of the row.

Manual Override

You can manually edit a row by clicking into any cell, typing, and clicking the green check mark when you're done.

Confidence Scores and Review

Each answer will have a confidence score associated with it, displayed as a donut chart with a 0-100 score. Review each response in the questionnaire to ensure high confidence and accuracy.

Edit any responses as necessary by double clicking into answer cell, then clicking the green check mark to confirm the edits. A new confidence score will be generated any time a question or answer column is edited.

Completion and Export

Once your questionnaire is complete, click the Mark as Complete button in the upper right hand corner. This will put your questionnaire into a read only state, and give you a few different export options.

Download

This option will download a raw CSV file containing your completed questionnaire.

Copy

You can also copy the raw contents of your CSV if you want to paste the results into an existing file.

Standard CSV Format

This copies the completed raw CSV contents to your clipboard.

Paste to Google Sheet

This copies a tab delimited version of the completed raw CSV to your clipboard, which will allow you to cleanly paste the results directly into a Google Sheet.