Set up reference questionnaires

Typically, you'll want to use reference questionnaires:

• At the request of a donor

• For large award amounts

• When you need outside impressions of an applicant

Tip: Use reference requests sparingly. Since references require extra time and effort, applicants may be less likely to complete applications.

1. Go to Opportunities, Evaluators, Reference Questionnaires.

2. At the top right, select New Questionnaire.

3. Fill in the requested information, especially:

   • Scopes: Decide which admins can access this questionnaire.

     Note: If you're not a system admin, add a scope included on your account. For more information, see Scopes.

   • Description: Add more detail for other admins (not references)

   • Note to Reference: Include additional instructions for references

4. Select Create as Drafted.

   Warning: Don't publish your questionnaire until you've finalized questions and rubrics. Once you publish, you can only make changes on the Details tab.

5. From the Questions tab, Add questions.

6. From the Rubrics tab, Add rubrics

7. Once you've finished updating questions and rubrics, go to the Details tab.

Tip: Check for typos and spelling errors.

8. Select Publish Questionnaire.

You can now add your questionnaire to an application.

Once you have a published reference questionnaire, you can add it to any application:

1. On any opportunity (or application), go to the Questions tab.

2. Select Add Question.

3. Select Single Question.

4. For Question Type, select Name and Email Address.

5. Select a published questionnaire.

6. If you want the questionnaire's answers visible to reviewers, select Reviewable.

7. Select Save Question.

8. To the right of your question, select +.

9. Close the window.

10. Select Update Questions.

To replace a reference questionnaire, you'll need to:

1. Create a new reference questionnaire.

2. Add a new reference questionnaire question.

3. Archive your previous reference questionnaire:

   1. On your questionnaire, go to the Details tab.

   2. At the bottom right, select Archive.

4. Remove your previous reference questionnaire question.

   Tip: For more guidance on removing or archiving questions, see Update application questions.

For help with sign-in issues, see Troubleshoot sign-in issues.

To learn more about submitting a questionnaire on behalf of a reference, see Work with user accounts.

To resend a request to a reference, an applicant should select the Reference tab and then select Resend Request.

To allow a reference to make changes to their questionnaire:

1. On the opportunity or application, go to the Applications tab.

2. Locate the Submitted reference.

3. Expand the column and select Return to 'Drafted'.