As a general contractor using TradeTapp, you can edit and customize qualification questionnaires at any time. This will help ensure all vendors are submitting questionnaires that are most relevant to the work they perform so you can review risk accordingly.
If you would like to create a new questionnaire version, please reference the article, "How to create a new questionnaire version in TradeTapp (General contractors)."
- To navigate to your questionnaires
- To edit questions
- To add new questions
- To add new sections
- To delete questions
- To delete sections
To navigate to your questionnaires
Click on your name, email, or company name in the top right corner.
Click “Settings.”
Click “Questionnaire.” 
To edit questions
Select the section you would like to edit questions for. 
Click the “edit” icon to the right of the question you would like to edit. 
Edit the question’s information, then click “Save.” 
If you are editing a custom question, you can also edit the question’s text before clicking “Save.” 
To add new questions
To add new questions to sections within your questionnaire, begin by selecting the section you would like to add new questions to. 
Click “Create New Question.” 
Select the question type, enter the question text as you would like it to appear on questionnaires, add a question tip (if applicable), then select the questionnaire version(s) you would like the question to appear on and if it should be required or not. Once all information is complete, click “Save.” 
Click “Apply” to apply your changes. Once your changes are applied, added questions will automatically update on questionnaires that have already been sent to vendors which are in progress. Questions will only be added to questionnaires that have already been submitted once a vendor is invited to revise or renew their qualification. 
To add new sections
To add a new section to your questionnaire, click “Add Section.” 
Enter the name of the section then click the “plus” icon to add it to the questionnaire. 
You can add questions to your new section by following the steps outlined above in the “To add new questions” section.
Once all changes are made, click “Apply” at the bottom of the screen to publish your changes on the questionnaire. Once your changes are applied, new sections will automatically update on questionnaires that have already been sent to vendors which are in progress. Sections will only be added to questionnaires that have already been submitted once a vendor is invited to revise or renew their qualification.
To delete questions
Within each section, you can remove questions by clicking the trash icon to the right of a question.
Type “DELETE” in capitals then click “Yes” to confirm you would like to delete this question. 
Please note that default questions cannot be removed and will have a lock icon to the right of them. 
Click “Apply” when your changes are made. Clicking “Apply” will remove questions that have been deleted from questionnaires awaiting submission. Any deleted questions that have previously been submitted will remain on the vendor’s submitted questionnaire until they are invited to renew or revise their application. 
To delete sections
Please note that default sections cannot be removed, but you can remove custom sections by clicking the red “x” to the right of the section name. 
Type “DELETE” in capitals then click “Yes” to confirm you would like to delete this section. 
Click “Apply” to save your changes. Clicking “Apply” will remove the deleted sections from questionnaires awaiting submission. Any deleted sections that were previously submitted will remain on the vendor’s submitted questionnaire until they are invited to revise or renew their application. 
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