Create & Edit a Questionnaire

This guide explains how to create and customize questionnaires in Galink.

Creating a new questionnaire

1. Navigate to Settings > Questionnaire.

2. Click Create Questionnaire.

3. Fill in the basic information:

   • Title -- A clear name for your questionnaire.

   • Description -- Explain the purpose and scope of the questionnaire.

Questionnaire
  └── Section
        └── Question
              └── Option
                    └── Evidence or Findings

Adding sections

Sections organize your questionnaire into logical groups:

1. Click Add Section within the questionnaire editor.

2. Provide a title (optional) and description (optional).

3. Add questions within each section.

Adding questions

For each question, configure:

• Title -- The question text that vendors will see.

• Description -- Additional guidance or context to help vendors answer accurately.

• Answer type:

  • Single choice -- Vendor selects one answer from a list.

  • Multiple choice -- Vendor selects one or more answers from a list.

  • Free text -- Vendor provides a written response.

Configuring answers

For choice-based questions (single or multiple choice), define the available answer options. Each answer can be linked to:

• Evidence requirement -- Specify that the vendor must upload a file or provide a comment when selecting this answer. You can also define acceptance criteria for the AI to evaluate.

• Automatic finding -- Configure a finding that is automatically triggered when this answer is selected or not selected (only multichoice).

Note: An answer can link to evidence OR a finding, not both.

Editing an existing questionnaire

1. Navigate to Settings > Questionnaire.

2. Select the questionnaire you want to edit.

3. Modify sections, questions, or answers as needed.

4. Save your changes.

Important: Changes to questionnaire configuration do not impact already sent, in-progress, or closed questionnaires. Only new questionnaire sends will use the updated configuration.

Best practices

• Prefer choice-based questions -- They support evidence requirements and automatic findings, enabling AI-powered analysis.

• Write clear descriptions -- Help vendors understand exactly what information you need.

• Define acceptance criteria for evidence -- This enables the AI Analyst Agent to automatically evaluate vendor submissions.

• Organize sections logically -- Group related questions to make the questionnaire easier for vendors to complete.