On the Project Details page, you should see a Download button (under the Requested Information section) allowing you to download a copy of the Questionnaire Template:
Once you open the template, the Excel spreadsheet contains at least three different tabs:
- Instructions
- Summary
- Question Sets - Numbered Tabs (1, 2, 3, etc.)
Read the Instructions tab carefully before proceeding.
Note
The Questionnaire Template can only be filled out with Microsoft Office Excel. If you attempt to fill it out with any other software (even software that exports in .xlsx format), you receive an error when you try to upload your file.
Under the Summary tab, you see a summary of completion for your Questionnaire Template. Each numbered Question Set is quantified with the number of questions, as well as the percentage of completion for each. There is also a Progress Bar for each set that fills in with green when completed. When all questions in a set are completed, the bar to the right of the Progress Bar also turns green, representing the completion of that Question Set. The screenshot below shows this:
Only when all sections are completed and all progress bar segments are green can the Questionnaire Template be uploaded successfully. This bar fills up based on completion of the Numbered Tabs representing the Question Sets in the Questionnaire.
Under the Question Set numbered tabs, you fill in your responses for all the questions in that set. Questionnaires are set up with two different response columns: Response and Comment.
The purpose of the Response column is for you to select the best answer from a drop-down menu the Buyer provided. When you click a cell in the Response column, you see a small arrow (shown in the screenshot below) that when clicked reveals a drop-down menu with options the Buyer populated for you to select from.
The Comment column is where the Buyer may request more detail or an explanation - a text-based answer you type in. In the example below, the Buyer indicates a response Comment is required for the first question, so you have to input a Comment for that question to complete the Questionnaire Template. For the second question, the Buyer indicates the Comment cell should be left blank.
You may see some questions where there is a hyphen or dash in the Response column:
This indicates there is no drop-down menu with responses for that column. You need to provide a freeform response either in the Response cell or the Comment cell. A response in either column satisfies the response requirement.
Note
If you are copying and pasting responses or comments from another file, make sure you are pasting into the formula bar and not the cell directly. Doing so may cause formatting issues and render your Questionnaire Template invalid. Questionnaire responses and comments are also limited to text; the Questionnaire format cannot correctly display images.
If you are having issues with "protected cells" in your Questionnaire Template, refer to Why is the Questionnaire protected?
Once you have completed all the questions in the Questionnaire, you can confirm that it has been filled out correctly by navigating back to the Summary tab. You see that all progress bars, as well as the segments to their right, are filled in green.
Remember to save your file with the answers so you can then upload it to Euna Procurement and provide the Buyer with your answers.
Note
If you find that you are experiencing upload errors with the template even though your Summary shows 100% completed, try downloading a fresh copy of the template and filling it out, as the Buyer may have changed something between when you first downloaded the template and when you attempted to upload.