1. Navigating to the Template Library

Click on the left panel Settings menu and then click on the expanded Template Library menu option.

Fig: 1 - Template Library sub-menu option under the Settings menu option

Clicking on this menu option loads the Template Library page showing the list of all questionnaire templates from all modules existing in SurgeONE.ai. Here is the view of the loaded page.

Fig: 2 - Template Library

2. Understanding the various elements of the Template Library page

Refer to the following screenshot which is marked with numerical values that correspond to the below stated points.

Fig: 3 - Understanding the various elements of the Template Library page

1. Search options to filter out results
2. + Add Template button to create a new template
3. Grid view populates the loaded or filtered template(s)
4. ACTION column contains the toggled row-context Edit menu option
5. Import Template button to import a template excel file
6. Pagination options are provided at the bottom to control the page items limit and to navigate to other page entries
7. Download Template button to download a template excel file which can edited and uploaded for the import functionality

2.1. Searching Template Library

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Here is the view of filters section:

Fig: 4 - Search bar, module and status selection filters along with the reset icon

You can use the search bar to enter text and find matching results.

You can also filter out listed items using the Select Module dropdown. All, Audit, Attestation and Vendor Management are provided as the dropdown options.

Fig: 5 - Module selection filter dropdown options

You can also filter out listed items using the Select Status dropdown. All, Draft and Publish are provided as the dropdown options.

Fig: 6 - Status selection filter dropdown options

Based on the search input text entered in the search bar, or as per the filters set, or all of the above - matching results are listed out.

Fig: 7 - Filtered results

Click on reset icon to remove any search query or dropdown filter set.

Fig: 8 - Option to reset any filters set

2.2. Creating a new Template

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1. Click on the + Add Template button at the top right, to proceed to create a new template for your organization.

Fig: 9 - + Add Template button

2. A modal window loads where you need to select the module and subsequent category for which this new template will be created. Begin the appropriate module selection by choosing a dropdown option from the Module dropdown. Currently, the following options are provided:
   • Audits
   • Attestations
   • Vendor Management

Fig: 10 - Selecting an option from the Module dropdown

3. Next, select the suitable category of the chosen module. Here is the views of the various categories when each one of the module is selected.

When you select the Audits module, then the following options populate the Category dropdown:

• Financial Compliance Audits
• Cyber Security Audits
• Operational Audits
• Outside Business Activities
• 3rd Party Vendors

Fig: 11 - Loaded categories when Audit module is selected

NOTE: The Category dropdown is not populated with the respective options until an option of the Module dropdown is selected. Refer to the following screenshot:

Fig: 12 - Blank dropdown displayed under Category until Module is selected

When you select the Attestations module, then the following options populate the Category dropdown:

• Corporate Governance Compliance
• Data Protection and Privacy

Fig: 13 - Loaded categories when Attestation module is selected

After you select the Attestations module, another additional dropdown field labeled as Email loads.

Fig: 14 - Loaded email field when Attestation module is selected

When you select the the Corporate Governance Compliance Category dropdown option, the following options populate the Email dropdown:

• Code of Ethics Attestation
• Cybersecurity Compliance Attestation

Fig: 15 - Loaded emails when Corporate Governance Compliance category is selected

When you select the the Data Protection and Privacy dropdown option, the following options populate the Email dropdown:

• Request for Attestation Completion
• Attestation of Customer Data Policy
• Attestation Regarding the Handling of Employee Data

Fig: 16 - Loaded emails when Data Protection and Privacy category is selected

When you select the Vendor Management module, then the following option populates the Category dropdown:

• Vendor Assessment Templates

Fig: 17 - Loaded category when Vendor Management module is selected

4. Click on the Apply button after making the appropriate selections.

Fig: 18 - Apply button

NOTE: The following three validations are employed on the Add Template For modal window:

1. If you do not select an option of the Module dropdown, and click on the Apply button, then the following tooltip gets prompted.

Fig: 19 - Tooltip prompted when Module is not selected

2. If you do not select an option of the Category dropdown, and click on the Apply button, then the following tooltip gets prompted.

Fig: 20 - Tooltip prompted when Category is not selected

3. If you do not select an option of the Email dropdown (when the Attestation module is selected), and click on the Apply button, then the following tooltip gets prompted.

Fig: 21 - Tooltip prompted when Email is not selected

5. A modal window loads titled as Create Section. Enter appropriate name of this new section of this custom template in the Section Name field.

Fig: 22 - Create Section modal

6. Click on the Add button to confirm adding this new section.

Fig: 23 - Add button to create new section

The added section gets listed on the left panel of the Add Template view.

Fig: 24 - View of the newly added section

2.2.1. Adding Multiple Sections

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1. Click on the + Add Section button at the bottom of the left panel section list of the Add Template view.

Fig: 28 - + Add Section button

2. A Create Section modal window loads where you need to enter the name of this new section.

Fig: 29 - Create Section modal

3. Click on the Add button to confirm adding this new section. The added section gets listed on the left panel of the Add Template view.

Fig: 30 - Added section gets listed in the Content section

2.2.2. Adding Questions to a Custom Section

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1. Click on the plus icon at the right side of the new section to add questions to it.
2. A rich text area loads on the right panel where you can enter the question label, use the various provided options, and set the desired answer type for this question. More details have been elaborated in the below sub-section (2.2.2.1).

Fig: 31 - Rich text editor to create the new question to the selected section

3. You can choose the type of the desired answer to the new question by selecting an appropriate option of the Answer Type dropdown. The following screenshot displays the various provided options. More details have been elaborated in the below sub-section (2.2.2.2).

Fig: 32 - Answer Type dropdown options

4. Click on the Add button to submit the custom question to the selected section.

Fig: 33 - Add button to submit the custom question to the selected section

The submitted question can be seen added to the selected section.

Fig: 34 - Selected section showing the added question

2.2.2.1. Understanding the Question editing options (Rich Text Editor)

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A rich text-based formatting editor has been introduced for defining questions in the Add / Edit Questionnaire module. Refer to the following table to understand the editor functionalities better.

Rich Text Editor Label	Associated Functionality	Supporting Screenshot
Bold	Used to make the selected text bolder
Italic	Used to italicize the selected text
Underline	Used to apply an underline below the selected text
Remove Font Style	Used to remove any applied style to the selected text
Font Family	Used to set the font style of the selected text. It is set to Inter font by default. The following fonts can be set: Arial Arial Black Comic Sans MS Courier New Helvetica Impact Tahoma Times New Roman Verdana Inter
Font Size	Used to set the font size of the selected text. It is set to 18 font by default. The following font sizes can be set: 8 9 10 11 12 14 18 24 36
Recent Color / More Color	Used to set appropriate color to the text or text background
Unordered list	Used to apply an unordered list
Ordered list	Used to apply an ordered (numerical) list
Paragraph	Used to modify the paragraph orientation and indenting
Table	Used to insert a table. The table can have dimension between 1x1 to 10x10 cells.
Link	Used to add, edit and remove any hyperlinked text
	You can view the edit and remove options after the hyperlink is added
Picture	Used to add an image either from your system or URL
	You can use the edit and remove image options after the image is added
Fullscreen	Used to toggle the rich text editor area between normal size and fullscreen mode
Help	Used to load the help modal window which can be referred to implement more content editing options

2.2.2.2. Understanding the Answer Types

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You can choose the type of the desired answer to the new question by selecting an appropriate option of the Answer Type dropdown.

Fig: 36 - Answer types

Refer to the following table to understand the various answer types better.

Answer Type	Associated Functionality	Supporting Screenshot
Custom Lookup (Single Choice)	Used to add a set of option values, out of which only one can be selected during answering. A new field labeled as Option Value loads below the Answer Type dropdown after you select the Custom Lookup (Single Choice) dropdown option. Enter the text which you wish to set as the option label. Click on the Add button to insert it. Multiple options can be added. The added option(s) get listed below the field under the Option Value column. A blank radio button can be seen under the Red Flag column, next to each added option. User can click on any one to select the radio button and set that option or response to be considered as a flagged response in the system. If that response is selected during responding/processing, then it would required remediation. A delete icon can be seen under the Action column, next to each added option.
Custom Lookup (Multiple Choice)	Used to add a set of option values, out of which only one can be selected during answering. A new field labeled as Option Value loads below the Answer Type dropdown after you select the Custom Lookup (Multiple Choice) dropdown option. Enter the text which you wish to set as the option label. Click on the Add button to insert it. Multiple options can be added. The added option(s) get listed below the field under the Option Value column. A blank checkbox can be seen under the Red Flag column, next to each added option. User can click on any one to select it and set that option or response to be considered as a flagged response in the system. If that response is selected during responding/processing, then it would required remediation. A delete icon can be seen under the Action column, next to each added option.	Here is the view of the options created during template creation/editing. Additional Information: Once the template is created, the multiple options along with the checkboxes can been seen when the chosen template is selected. Here is the view of the same options during processing/responding. Here is the view of the selected options visible in the details modal window view.
Text	Used to add a question whose response type is text based user input
Number	Used to add a question whose response type is a numeric whole number user input
Float	Used to add a question whose response type can be a decimal number
Date	Used to add a question whose response type is to select a calendar date in the given format
Label	Once you enter a block of text like one or multiple paragraphs in the question RTF area and select answer type as Label, then this will be rendered as a text during execution time and the system will not expect any answer against this question
System Lookup (Single Choice)	Used to set a lookup value type (defined in the system) response to the question. You can set either Country, State or City as the lookup type. Depending to the set lookup type, respective options will populate the dropdown during user response. The user can choose any one dropdown option as the response. Country: Will be rendered as a pre-defined list showing list of countries during execution time State: Will be rendered as a pre-defined list showing list of states during execution time City: Will be rendered as a pre-defined list showing list of cities during execution time
System Lookup (Multiple Choice)	Used to set a lookup value type (defined in the system) response to the question. You can set either Country, State or City as the lookup type. Depending to the set lookup type, respective options will populate the dropdown during user response. The user can choose one or more dropdown options as the response. Country: Will be rendered as a pre-defined list showing list of countries during execution time State: Will be rendered as a pre-defined list showing list of states during execution time City: Will be rendered as a pre-defined list showing list of cities during execution time
File Upload	Used to add a question whose response requires the user to upload the relevant file

2.2.2.3. Editing an added Question of a Custom Section

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If you need to make changes to the submitted question, then double click on the question displayed on the left panel of the expanded section view. Click on the Save button once changes are done.

Fig: 42 - Double clicking on added question loads the editable content on the right panel

2.2.2.4. Deleting a Content Section

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1. If you need to remove any section, then click on the delete section icon at the right of associated Content section.
2. A confirmation modal window loads. Click on the Yes button.

Fig: 45 - Confirmation modal prompt prior to section deletion

3. The section gets removed.

2.2.2.5. Deleting an added Question of a Custom Section

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1. If you need to remove any submitted question, click on the question first.
2. Then click on the delete icon at the top-right.

Fig: 48 - Delete question icon

3. A confirmation modal window loads. Click on the Yes button.

Fig: 49 - Confirmation modal prompt prior to question deletion

2.2.2.6. Add a Dependent Question

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1. Select a question from the Content section to convert it to a dependent question.
2. Click on the make child icon on the top-right bar.

Fig: 52 - Make child icon

3. A modal window loads with a dropdown list showing all the existing questions of the section.

Fig: 53 - Make Child Of modal

Select a question from this list as the Parent question.

Fig: 54 - Selecting Parent Question

4. Select a dropdown option of the Dependant on Answer dropdown. Currently Yes and No values are populated.

Fig: 55 - Dependant on Answer dropdown options

5. Click on the Ok button after making the appropriate dropdown selections.

Fig: 56 - Ok button of modal window

6. You can notice that the dependent question gets indented under the parent one.

Fig: 57 - Dependent question gets indented under the parent one

2.2.2.7. Remove Dependency from a Question

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1. Select a sub-question from the Content section to remove its parent question dependency.
2. Click on the remove child icon on the top-right bar. A modal window loads to obtain your confirmation. Click on the Yes button.

Fig: 60 - Confirmation modal prompt prior to question dependency removal

3. You can notice that the indentation of the question gets removed and it gets listed at the bottom of the Content section (without any parent question to it).

Fig: 61 - Indentation of the question gets removed as it gets listed at the bottom of the Content section

2.2.2.8. Moving a Question up or down in a Template Content Section

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You can change the ordering of questions. Perform the following steps in edit template mode to do so:

1. Select a question in the Content section

Fig: 64 - Options to change question order or rank

2. A corresponding up and down arrow icon can be found below the Publish button at the top right.
   • Click on the up icon once to move the question up the list of section questions.
   • Click on the down icon once to move the question down the list of section questions.
   Let us assume you have clicked on the up icon.

Fig: 65 - Changing question order

3. The question order or rank is now changed (from #4 to #3 question slot).

Fig: 66 - Changed question order

2.2.2.9. Saving Custom Templates

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1. Click the Save button at the top-right corner.

Fig: 67 - Save button

2. A modal window titled as Save Template As will appear to accept the template name.

Fig: 68 - Save Template As modal window

3. Enter a suitable name in the Template Name field to save this custom template.

Fig: 69 - Naming the custom template to save it

4. Click on the OK button to save this template.
5. The new template will be added as a custom template under the specific module that was selected during creation time. Get redirected to the Template Library page, where a success notification gets prompted and the saved template gets listed in the grid view (it gets saved in draft mode and the STATUS column displays the Draft label against it.

Fig: 70 - Saved Draft version of the custom Template

2.2.2.10. Publishing Custom Templates

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1. Click the Publish button at the top right corner.
2. A pop-up window will appear to accept the template name.
3. Provide a name for this newly created template.
4. Click on the OK button to publish this template.
5. The new template will be added as a custom template under the specific module that was selected during creation time.

Fig: 73 - Publishing Custom Template

2.2.2.11. Viewing the Published Custom Templates

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1. All published templates created under the Template Library become available from the respective parent modules.
2. During execution, one can find these templates under the Customized Templates section for selection.

Fig: 75 - Customized Templates view

2.3. Understanding the grid view

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The grid view displays all questionnaire templates from all modules and its categories existing in SurgeONE.ai. The following columns are present:

Fig: 76 - Template Library grid view

1. MODULE: Displays the module which the template is associated with
2. CATEGORY: Displays the category of the associated module
3. TEMPLATE NAME: Displays the template name which was provided at the time of creation
4. IS SYSTEM? Shows Yes or No label to indicate whether the template is a system defined one or a custom one
5. STATUS: Displays the current status of the template to indicate whether it is in a draft state or already published
6. CREATION DATE: Displays the date on which the template was created
7. ACTION: Contains the vertical ellipsis icon which can be used to toggle the row-context menu option

2.4. Using the Edit context menu option

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The following image displays the expanded view of the row-context menu option labeled as Edit (after clicking on the vertical ellipsis icon of the ACTION column.

Fig: 77 - Row-context Edit menu option

2.5. Using the Export to Excel context menu option

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The following image displays the expanded view of the row-context menu option labeled as Export to Excel (after clicking on the vertical ellipsis icon of the ACTION column against all existing questionnaire templates which are listed.

Fig: 78 - Row-context Export to Excel menu option

2.6. Importing a Template File

1. Click on the Import Template button at the top right, to proceed to create a new template for your organization by importing data from an uploaded and compatible questionnaire template in the form of an excel file into the SurgeONE.ai application.

Fig: 82 - Import Template button

2. An Import Template modal window loads where you need to select the module, subsequent category and upload the excel file which this new template will be created on the basis of.

Fig: 83 - Import Template modal window

3. Begin the appropriate module selection by choosing a dropdown option from the Module dropdown. Currently, the following options are provided:
   • Audits
   • Attestations
   • Vendor Management

Fig: 84 - Selecting an option from the Module dropdown

4. Next, select the suitable category of the chosen module. Here is the views of the various categories when each one of the module is selected.

When you select the Audits module, then the following options populate the Category dropdown:

• Financial Compliance Audits
• Cyber Security Audits
• Operational Audits
• Outside Business Activities
• 3rd Party Vendors

Fig: 85 - Loaded categories when Audits module is selected

NOTE: The Category dropdown is not populated with the respective options until an option of the Module dropdown is selected. Refer to the following screenshot:

Fig: 86 - Blank dropdown displayed under Category until Module is selected

When you select the Attestations module, then the following options populate the Category dropdown:

• Corporate Governance Compliance
• Data Protection and Privacy

Fig: 87 - Loaded categories when Attestation module is selected

After you select the Attestations module, another additional dropdown field labeled as Email loads.

When you select the the Corporate Governance Compliance Category dropdown option, the following options populate the Email dropdown:

• Code of Ethics Attestation
• Cybersecurity Compliance Attestation

Fig: 88 - Loaded emails when Corporate Governance Compliance category is selected

When you select the the Data Protection and Privacy dropdown option, the following options populate the Email dropdown:

• Request for Attestation Completion
• Attestation of Customer Data Policy
• Attestation Regarding the Handling of Employee Data

Fig: 89 - Loaded emails when Data Protection and Privacy category is selected

When you select the Vendor Management module, then the following option populates the Category dropdown:

• Vendor Assessment Templates

Fig: 90 - Loaded category when Vendor Management module is selected

5. Click on the Choose File button of the Select file field and browse to select the valid, compatible excel file that will be processed by the system to import data from it and subsequently generate the new template.
6. Click on the Apply button after making the appropriate module, category and excel file selections.

Fig: 91 - Apply button

NOTE: The following three validations are employed on the Add Template For modal window:



1. If you do not select an option of the Module dropdown, and click on the Apply button, then the following tooltip gets prompted.

Fig: 92 - Tooltip prompted when Module is not selected

2. If you do not select an option of the Category dropdown, and click on the Apply button, then the following tooltip gets prompted.

Fig: 93 - Tooltip prompted when Category is not selected

3. If you do not select an excel file using the Choose File button, and click on the Apply button, then the following tooltip gets prompted.

Fig: 94 - Tooltip prompted when excel file is not selected

4. If the selected excel file does not get parsed / processed properly for importing, then the following modal window loads to show the related error.

Fig: 95 - Error Details modal window




7. The system automatically creates the questionnaire based on the template and allow users to edit it before publishing. The excel questionnaire template is parsed and the questionnaire editor loads with all the sections defined and the questions with all the answering option defined in each of the sections.

Fig: 96 - Imported section and its questions view

8. You can edit the name of each of the sections within the questionnaire by double clicking on the section name on the left navigation panel.

Fig: 97 - Edit Section name

9. You can edit the question details by clicking on the details.

Fig: 98 - View of the newly added section

10. For single choice-type questions, you can choose red flags for each choice by clicking on the flag icon or delete an option by clicking on the delete icon.

Fig: 99 - Configuring options or setting red flag option

11. You can add new options to a choice-type question by clicking on the + Add Options button and then entering and submitting the value of the new option.

Fig: 100 - Adding option

12. You can switch between different questions of a section by double clicking on the question.

Fig: 101 - Switching Questions

13. Make the necessary changes and you can either save the template in Draft mode or Publish mode. Click on the Save button at the top-right to store your template. The saved template can be viewed from the list of available templates under the specified module and category.
14. Click on the Publish button at the top-right to publish your template, so that it is available as the respective custom template of SurgeONE.ai.

2.7. Pagination

Pagination options are provided at the bottom-left, to navigate through multiple pages of templates, which populate the grid view as per the selected count of items per page.

Fig: 105 - Pagination options

2.8. Downloading Template File

Click on the + Download Template button.

Fig: 106 - Template file download button

Clicking the Download Template button allows you to download a sample template file with a well-defined structure to help users understand how to enter questionnaire-related data properly in the Excel file so that it is successfully imported into SurgeONE.ai. An Excel file, labeled as SurgeONE.ai-QuestionnaireTemplate gets downloaded. The downloaded file sheets and its pre-populated dataset can be modified appropriately to configure the template structure consisting of various sections, questions and options. This file can later be uploaded via the Select file > Choose File button of the modal window which loads after clicking on the Import Template button.

Fig: 107 - View of the downloaded file

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