Content Customisation - Answer Set Management

Platform: Risk Assessment

Applies to: Super Admin and Company Admin Users

An Answer Set is a list of possible answers that users can select from when responding to specific risk indicator questions in the Risk Analysis of a Risk Assessment.

Each answer within an answer set can be linked to inherent risk ratings (e.g. Low, Medium, etc.) from the Methodology. When a user selects an answer, the linked rating is used in the calculations to determine the inherent risk rating of the risk factor.

View Answer Sets

Users with appropriate permissions can view the list of Answer Sets in App Setup > Answer Set.

The main components on the header of this page are:

• Global - list of out-of-the-box/purchased answer sets
• Company - list of answer sets created by a company
• Search – enter search text
• Bulk Update – update multiple records at one time
• Download Answer Set Import File Format – download a template used to import answer sets
• Bulk Export - export all answer sets to a CSV file
• Bulk Import - import multiple answer sets from a CSV file
• New Answer Set - create a single answer set

The main components in the table are:

• Name - unique name of the Answer Set
• Description - optional
• Methodology - the methodology used by the answer set
• Status - In Progress, Published, Archived
  Note: To see archived items, open the filter and select Archived.
• Start Date - date created
• Publish Date - date published
• Actions
  • Super Admin can view, edit or archive published Answer Sets and resume or delete in-progress Global Answer Sets but can only view Company Answer Sets.
  • Company Admin can view, edit or archive published Company Answer Sets, resume or delete in-progress Company Answer Sets, but only view Global Answer Sets.

Use the search and filter options on the table to filter your results.

Create New Answer Sets

There are two methods to create answer sets:

• Create multiple answer sets at once using a CSV import file
• Create a single answer set using the New Answer Set button

Create Answer Sets from Import File

Answer set import files allow the creation of multiple answer sets at one time and can contain answer sets that are Number Input and/or Option List formats..

1. Use the "Download Answer Set Import File Format" button to download a blank CSV import file.
2. Follow the instructions below to configure the CSV import file. Save the file.
3. Press the Bulk Import Answer Set () button.
4. In the popup, press Choose File and select the file created in Step 2.
5. Select the Publish checkbox if you want the answer sets to be automatically published.
   
6. Press Import.

Configuring the Answer Set Import File

The answer set import file consists of 8 columns. The file is case-sensitive.

Complete the details:

• AnswerSetName - The name of the answer set. Each answer within an answer set must have the same AnswerSetName.
• AnswerSetMethodology - The name of the methodology with the ratings for each answer.
• Format - Enter "Option List" or "Number Input".
• ListAnswer:
  • Use this column if:
    • Your answer set uses the format Option List; or
    • Your answer set uses the format Number Input and also needs a dropdown with "Unknown" and/or "Not Applicable". For number input answer sets, only those text values are accepted.
  • Enter the first of the answers to appear in the answer set, e.g. "Yes", "No", "Unknown", etc.
  • For each other answer within that answer set, create a new row. Enter the answers in the order they should appear.
    Note: Ensure all records in the same answer set have the same details in columns A, B, and C.
• NumberFrom:
  • Use this column if your answer set uses the format Number Input; otherwise, leave it blank.
  • This column must be used in combination with the NumberTo column to set min/max ranges.
  • Enter the minimum number for the first number range in the answer set.
  • For each additional range within that answer set, create a new row.
    Note: Ensure all records in the same answer set have the same details in columns A, B, and C.
    
• NumberTo:
  • Use this column if your answer set uses the format Number Input; otherwise, leave it blank.
  • This column must be used in combination with the NumberFrom column to set min/max ranges.
  • Enter the maximum number for the first number range in the answer set.
  • For each additional range within that answer set, create a new row. The largest supported number is 99999999.
    Note: Ensure all records in the same answer set have the same details in columns A, B, and C.
• NumberSuffix - Optional. Select the checkbox and enter a suffix (e.g. %).
• InherentRiskRating - Select a rating for the defined answer.

Create a Single Answer Set

To create a new answer set, press the New Answer Set button. A popup window appears.

Complete the details:

1. Methodology - Select a methodology if the answer set will be used in automatic risk models; otherwise, leave this field blank if the answer set is for manual risk models.

2. Name - Enter a unique name for the answer set

3. Description - Optional. Enter a description.

4. Rationale - Optional. Enter a rationale for the ratings associated with the answers.

5. In the Start From dropdown, select:

   • New - Start with a blank page; or

   • Import - Import the answers and ratings from a CSV file; or

   • Another answer set - Copy from an existing answer set. Use the Show Archived checkbox to list archived country risk models.
     Note: When copying from an answer set based on a different methodology, the ratings are not copied and must be manually selected.

6. In the Answer Format dropdown, select:

   • Options List - Create a list of options for users to choose from, e.g. "Yes", "No", etc

   • Number Input - Create max/min number ranges to allow users to type a number as the answer.

7. Suffix - Enter a suffix to display beside the number when using Number Input. Up to 3 characters.

On create, the Answer Set screen will display, which contains the following fields depending on the chosen answer format.

After configuring each answer range and rating, press the Publish button.

Options List Format

Number Input Format

Go to Risk Model Management to see how the answer sets apply to the risk model and assessment.