Introduction

The process of managing the clauses and provisions required for a contract can be labor-intensive and error-prone. With Government Clause Automation, users can automate this process by providing contract details and completing a contract questionnaire. After completing the questionnaire, GCA uses the contract details and questionnaire answers to recommend clauses to include in the contract.

Through the Clause Automation site, business users can view, add, and edit questionnaires and questions associated with each questionnaire.

This page describes how to use the Clause Automation site to configure approaches.

Viewing questionnaires

On the Clause Automation site, a grid lists all of the information that is pertinent to questionnaires. Users can use this information to determine which questionnaires already exist and when their last update occurred.

After you access the Clause Automation site, you can view the Questionnaires page by selecting Questionnaires at the top of the page. When you click Questionnaires, you will see two tabs: Questionnaires and Questions.

When you select the Questionnaire tab, a list of existing questionnaires and a timestamp showing when each question was last modified displays. You can also create a new questionnaire from this view.

Managing questionnaires

Along with the grid of existing questionnaires, you will also see actions that you can take against a questionnaire from the Questionnaires tab. From this page, you can create a new questionnaire, delete a questionnaire, clone a questionnaire, and set a questionnaire as the default that will automatically appear for users when they're creating clause sets. You can also edit a questionnaire by clicking on it.

Creating a new questionnaire

To create a new questionnaire:

1. From the Questionnaires page, click NEW QUESTIONNAIRE.

2. Enter a Questionnaire Name and Description.

   

3. Enter the section or category in Section Name.
4. Under Choose Question, use the Search field to look for a specific question in the grid.

5. After identifying the question you want to add, click the question to select it.

   • Note: If you can't find the question you're looking for, see Creating a new question below to add a question.

   

   • Note: For the first question in the section, the Always Visible option in Visibility is automatically set and cannot be changed.

6. After selecting the desired question, click ADD to include it in the section.

   

7. To add another question in the section:

   1. Click Add Question.
   2. Repeat steps 4-6.

8. To display the question based on the response to a previous question:

   1. Select the Visible on Conditions option.
   2. Select a Question.
   3. Select an Operator.
   4. Select a Response.

9. To add another condition:

   1. Click Add Condition.
   2. In Configure Conditional Logic section, select the OR or AND option.

   3. Repeat the steps 8b-8d.

      • Note: Select OR when only one of the conditions must be true. Select AND when all conditions must be true.

   

10. To rearrange the question order:

    1. Click the up arrow associated with the questions you want to move up the list.
    2. Click the down arrow associated with the questions you want to move down the list.

    

11. To add another section in the questionnaire:

    1. Click Add New Section.
    2. Repeat the steps 3-10.

12. Click PREVIEW to see what the questionnaire will look like to users.

    

13. Click BACK TO EDIT to return to Create Questionnaire.
14. Click PUBLISH to create the questionnaire.

Updating an existing questionnaire

With the Clause Automation site, you can easily update questionnaires.

Update questionnaire and section names

To update the questionnaire and section names:

1. From the Questionnaires page, click on the questionnaire you want to edit.
2. Update the Questionnaire Name and Description.

3. Update the Section Name in each section.

   

4. Click PUBLISH to update the questionnaire.

Reorder questions

To reorder the questions in a section:

1. Click the up arrow associated with the questions you want to move up the list.
2. Click the down arrow associated with the questions you want to move down the list.
3. Click PUBLISH to update the questionnaire.

Delete questions

To delete the questions in the section:

1. Click the trash can icon in the questions.

   

   • Note: If there is one question only in a section, that question cannot be deleted. You will have to remove that section instead.

2. Click PUBLISH to update the questionnaire.

Add questions

To add a question in the section:

1. Click Add Question.

   

2. Use the Search field to look for a specific question in the grid.

3. After identifying the question you want to add, click the question to select it.

   • Note: If you can't find the question you're looking for, see Creating a new question to add a question.

4. To display the question based on the response to a previous question:

   1. Select the Visible on Conditions option.
   2. Select a Question.
   3. Select an Operator.
   4. Select a Response.

5. To add another condition:

   1. Click Add Condition.
   2. In Configure Conditional Logic section, select the OR or AND option.

   3. Repeat the steps 4b-4d.

      • Note: Select OR when only one of the conditions must be true. Select AND when all conditions must be true.
6. Click ADD to add the new question to the section.
7. Click PUBLISH to update the questionnaire.

Remove condition

To remove a condition for a question:

1. Click Edit in the question.

   

2. Click the delete (x) icon associated with the condition you want to remove.
3. Click PUBLISH to update the questionnaire.

Add condition

To add a new condition for a question:

1. Click Edit in the question.
2. Click Add Condition.
3. Select a Question.
4. Select an Operator.
5. Select a Response.

6. Click UPDATE.

   

7. Click PUBLISH to update the questionnaire.

Delete section

To delete a section from the questionnaire:

1. Click the trash can icon next to the section.

   

   • Note: A questionnaire requires a minimum of one section.

2. Click PUBLISH to update the questionnaire.

Add new section

To add new section in the questionnaire:

1. Click Add New Section.

   

2. Enter the Section Name.
3. Add the required questions in the section. See Add questions to add a question.
4. Click PREVIEW to see what the updated questionnaire will look like to users.
5. Click BACK TO EDIT to return to Edit Questionnaire.
6. Click PUBLISH to update the questionnaire.

All future clause sets will display the latest updated version of the questionnaire. Questionnaires that have already been completed will not be affected.

Viewing questions

After accessing the Clause Automation site, you can view the questionnaires by selecting the QUESTIONNAIRES page at the top of the UI. From here, you'll have access to two tabs: Questionnaires and Questions.

When you select the Questions tab, a list of existing questions, each question type, and a timestamp showing when each question was last modified will display. You can also create a new question from this view.

Managing questions

You can filter the list of questions by question type using the dropdown list. You can also search the list for a specific question. Click NEW QUESTION when you want to create a new question and click IMPORT QUESTIONS to add multiple questions at once from an Excel file. Click the trash can icon to delete a question.

Question types

There are two types of questions in Clause Automation:

1. Dropdown: Users can select multiple answers.

   • Note: You can configure the maximum number of answers that can be selected.

   

2. Radio Button: Users can only select one answer.

   

Creating a new question

To create a new question:

1. From the Questions page, click NEW QUESTION.

2. Enter the Question Text and select a question Type.

   • Note: See Question types for information on the different question types.

   

3. In Response Options, add your responses.

   • Click Add Option to add another response option. You can delete a response option by selecting the trash can icon.
4. For dropdown question types, enter the maximum number of options a user can select in Max Selections.
5. Click CREATE QUESTION.

Updating an existing question

To update an existing question:

1. From the Questions page, click the question you want to update.

   

2. Enter new text in Question Text to update the question text or select a different question using Type.

   • Note: See Question types for information on the different question types.

3. In Response Options, update the desired response options.

   • Click Add Option to add another response option. Click the trash can icon to delete a response option.
4. For dropdown question types, update the maximum number of options a user can select in Max Selections.
5. Click UPDATE QUESTION to finalize and save your updates.

Any questionnaire that contains the updated question will display the latest version of the question.