Getting started with SurveySync

SurveySync helps your team prepare questionnaire responses by generating pre-populated draft answers from your organization’s approved knowledge base. You can review and approve each answers before submitting the questionnaire.

Prerequisite

  • Ensure you received a SurveySync invitation email from Diligent One Platform notifications.

  • Prepare source documents for your knowledge base in PDF, DOCX, XLSX, TXT, or CSV format.

  • Prepare the survey file in Excel (.xlsx) format.

Signing in for the first time

First-time sign-in includes account activation and terms acceptance.

  1. Open the invitation email with the subject You have been invited to Diligent One Platform.

  2. Select Activate your account.

  3. Set your password, confirm your profile details, accept terms, and then select Accept invitation.

  4. Sign in to the Diligent One Platform.

  5. If prompted, select the SurveySync tile from Compliance and Ethics, open the terms link, and select the checkbox to accept the SurveySync terms and conditions.

Note

If you cannot sign in, select Forgot password? on the sign-in page and follow the reset instructions sent to your email.

Building your knowledge base

Build your knowledge base so SurveySync can generate responses using approved source content.

  1. From the Platform home page (www.diligentoneplatform.com), select the SurveySync app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the SurveySync app.

  2. In the left navigation, select Knowledge Base.

  3. Select Upload Document, choose a Document Type, optionally add a description, and upload your file.

  4. Wait for ingestion status to display Done.

Note

SurveySync blocks files flagged by malware scanning. Quarantined files are not uploaded.

Upload a survey and generate answers

Upload a survey file after the knowledge base is ready.

  1. From the Platform home page (www.diligentoneplatform.com), select the SurveySync app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the SurveySync app.

  2. In the left navigation, select Surveys.

  3. Select Upload Survey, choose a Document type, enter a Due date, and upload an Excel (.xlsx) survey.

  4. Wait while SurveySyncextracts questions and generates draft answers.

Track progress and status in the Surveys in use list.

Survey file requirements

The requirement criteria includes:

  • Format Excel (.xlsx)

  • Question types Open-ended, multiple choice, and yes/no.

  • Nesting Conditional logic and nesting up to two levels.

  • Sheet limits Up to 80,000 characters, or approximately 150 questions per sheet.

  • Maximum file size 10 MB.

Current limitations

  • Survey upload currently supports only Excel (.xlsx) files.

  • Multi-file survey upload is not currently supported.

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