Delegate Compliance questionnaire

Delegate democratises the gathering of compliance by giving your team the ability to send a piece of the compliance module to internal stakeholders or any external parties.

This action can be taken by your team who has access to the Compliance module:

Admins, Finance users, Compliance users, Team Managers of the app, and the Application Owner

1. Sending the questionnaire

With the button Delegate, your team can select the section(s) of the Compliance questionnaire to send out, and enter the email of the person who will be completing them.

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As the recipient is filling the form out, you can track the progress in real-time by seeing the Shared section status go from Pending, Opened, In Progress, Completed, and lastly, Submitted, where the completed form is sent back to you for review.

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2. Receiving the questionnaire

The recipient will receive an email with a link to the Compliance sections you shared. In the email, they will be able to tell who has requested them to complete and for which application the questionnaire is for. 

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The recipient can save their progress for editing later with Save changes or mark the form as Completed with Complete after answering all mandatory questions. Once completed, they can go ahead and send their responses back to you with Submit.

Note that the recipient will not be able to edit the form once it's submitted. The section will disappear from their view.

3. Reviewing the completed questionnaire

Once the recipient has submitted their completed form, your team will be able to review their responses:

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When all looks good, click Complete to mark the Compliance section as Completed for the application in Cledara.

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