How Do I Access Questionnaires?

Home Page: Awaiting Response Panel (Web)

You can open Questionnaires directly from the Awaiting Response area on your OnBoard Home page. This panel shows any Actions, including Questionnaires, that need your attention right now.

 

Steps:

1. From the Home Page, look for the Awaiting Response panel at the top-right of the page.
   • This panel displays any pending Approvals, Surveys, Questionnaires, Assessments or eSignatures you have not completed.
2. Select the Questionnaire you want to review.

Note: If you do not see this panel, scroll down or check that you are on the Home tab rather than the Actions tab.

Home Page: Awaiting Response Panel (iOS or Android)

Steps:

1. Open the OnBoard mobile app on your smartphone or tablet.
2. The app opens to Home by default.
   If not, tap Home at the bottom of the screen.
3. At the top of the Home page, find the Awaiting Response panel right below the Upcoming Meetings panel.
4. Tap the Questionnaire you want to access, or select See All Actions for the full list.

The Actions List (Tablet & Web)

You can always access Questionnaires from your full list of Actions from the Navigation Menu.

Steps:

1. Log in to OnBoard.
2. Select Actions in the lefthand Navigation Menu.

3. Tap the Filter icon.
4. Choose Questionnaires to display only your Questionnaire items.
5. Select any Questionnaire to open it.

What the labels mean:

• Awaiting Your Response: You have not submitted your answers yet.
• Open: You already submitted, but the questionnaire is still active.

The Actions List (Mobile)

1. Tap the three‑dot menu.
2. Tap Actions.

3. Select a Filter option.

How Will I Know a Questionnaire is Available?

You’ll usually receive an email notification when a new Questionnaire has been assigned to you.

To open it:

1. Open the email notification.
2. Click or tap the "View Questionnaire" link.

3. Sign in to OnBoard.
4. You’ll be taken directly to your Questionnaire.

How Do I Complete a Questionnaire?

1. Open the Questionnaire.
2. Select Start Questionnaire or Continue Questionnaire.

How Do I Answer Individual Questions?

1. Select the question to open it.
2. Review any pre-filled answers added by your Admin.
   • Update the response if needed.

3. Continue through the remaining required questions.
4. The Submit Response button will turn green once all required questions are answered.
   • Review your responses.
   • Select Submit Response.

Can I Download My Completed Questionnaire?

After you submit your questionnaire, you can download a copy of your completed responses for your own records.

How to download your completed questionnaire:

1. Once submitted, the Download button in the top right changes to Download Responses.
2. Select Download Responses to save a PDF copy of everything you entered.
   • You can download your responses immediately after submitting or anytime later.

Once the questionnaire is closed, you can download it from the Closed Actions section at the bottom of the Actions list.

Note: If the Intelligent Assistant star icon blocks the expand arrow, simply drag the icon to another corner to access it.

What Question Types Exist?

Questionnaires may include:

• Yes/No
• True/False
• Checkboxes (multiple selections allowed)
• Radio Buttons (only one selection allowed)
• Text Response (type your answer)
• Table (enter information row by row)

How to Complete Table Questions

Table questions allow you to enter multiple entries under labeled columns.

To add information:

1. Enter data into the first row.
2. Select Add Row to enter additional items.
3. Repeat as needed.

Review and Update Process

What Happens After I Submit My Questionnaire?

Your submission is sent to your organization’s Admin for review.

What if the Admin Requires Changes?

Admins may revoke your submission and request updates. If this happens:

1. You’ll receive a notification.
2. Click the link in the notification or return to the Questionnaire through OnBoard.
3. Make the required updates.
4. Resubmit your Questionnaire.

FAQs

Can I edit my Questionnaire after I submit it?

• Not unless your Admin revokes the submission. If they do, you’ll be notified.

Do I have to complete the Questionnaire in one session?

• No. You can leave and return at any time before submission.

Why can’t I submit my Questionnaire?

• The Submit Response button stays grey until all required questions are completed.