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Reviewing a Document Questionnaire

A reviewer or approver can review a questionnaire that is attached to an assigned document.

Important:

These instructions apply to a questionnaire attached to a document. If you're working on a stand-alone questionnaire you've been assigned to approve, simply click View Questionnaire to view the stand-alone questionnaire's contents.
The steps that follow assume that you have already reviewed the document contents.

Open a document that you are required to review or approve.
If a document includes a questionnaire, you'll see a View Questionnaire tab and the Please Review icon.

Do either of the following to display the questionnaire:

Click the View Questionnaire tab.
Click the Please Review icon, and then click Questionnaire Attached.

Review the sections, questions, and answers.
Click the Questionnaire Settings button at the bottom of the page and review the questionnaire settings.

(Conditional) If you find issues with the questionnaire that need to be corrected, do one of the following:

If you found no issues with the document content, decline the document (see Declining a Document or Stand-Alone Questionnaire) and itemize the issues you found with the questionnaire.
If you found issues with the document content, also itemize the questionnaire issues when you're done revising the document or when you decline it.