Creating and managing Due Diligence questionnaires

Overview

You can create and manage Due Diligence questionnaires (DDQs) for Issued Projects. 

Creating and managing Due Diligence questionnaires

1. From the Requests page, click DDQ from the left navigation pane, then click Create DDQ.
   
2. When the Create DDQ pop-up appears, enter a name for the DDQ, select the owners and set the due date.
3. Click Create. The DDQ is created and a success message appears.
4. Click New Questionnaire to add a questionnaire to the DDQ.
   Note: Multiple questionnaires can be added to a DDQ.
5. Select Create New Request or Create from Template.
   
6. Specify the details and click Create. The newly created request will be added under the DDQ.
   
   • You can add multiple requests under the same DDQ.
   • You can archive, clone, complete, cancel, or delete the request by selecting the required option from the three-dot Menu associated with a request.
   • Once a DDQ questionnaire is created, you can create a request from it. See Creating Requests for more information.
   • Once the request is created and published, you can edit the questionnaire. Once edited, you can reissue the latest questionnaire.