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Completing a Questionnaire

If you are assigned to complete a questionnaire, you will receive a task assignment. The task assignment notification will come in the form of an email (if you are set up to receive emails from PolicyTech) and will be added to your My Tasks list in PolicyTech.

Note: If you need to complete a questionnaire that is included with a document, , see Completing a Document Questionnaire.

To open a questionnaire you've been assigned to complete, do one of the following:

Open the task notification email, and then click the questionnaire link.

Click My Tasks, click the Read / Complete heading, and then click the questionnaire title.

Answer the questions.

Click Submit Answers, and then click Submit Answers again to confirm.
If the questionnaire creator opted to let you print out a certificate showing that you completed the questionnaire, click Print Certificate in the Questionnaire Results window
Do one of the following, depending on the type of questionnaire:

If the questionnaire is a survey, you should now see a prompt similar to the one below.

If the questionnaire creator opted to enable a certificate of completion, click Print Certificate to open it in a separate browser window, click , and then follow the prompts. When done, close the certificate to return to the survey results.

Click Done to close the questionnaire.

If the questionnaire is a scored quiz, and you have a passing score, you should now see a prompt similar to the one below.

Click Done to close the questionnaire.

If the questionnaire is a scored quiz, and you do not have a passing score, you should now see a prompt similar to the one below.

Click Retake Questionnaire, and then repeat the steps above until you have a passing score.