For licensed Collaborators with permission for this task. Check the selected organisation; feature availability and record access still apply.
What you will achieve
Answer an assigned assurance questionnaire, attach relevant evidence and submit only the information you intend the requester to receive.
Before you start
Confirm the requester, responding organisation, deadline and survey version. Agree who can approve disclosure. Have current source evidence available, but do not upload confidential material simply because a question asks for it.
This guide is for licensed Collaborators preparing an organisational response, not the lightweight Participant attestation journey.
Prepare the response
- Open the assignment from Assurance assignments or your assigned work.
- Read its context and select Acknowledge receipt where required. This records receipt, not a completed answer.
- Work through the question groups. Answer what is true for the stated scope and date.
- Use Save section or Save draft as you work, then verify the saved answers.
- To add evidence, answer the question first and open its evidence controls. The answer record must save successfully before evidence can be attached.
- Select the precise supporting records and review their disclosure settings. Explain limits or exceptions in the answer instead of relying on the requester to infer them.
Preview and submit
Select Preview shared response. Inspect the answer and evidence projection the requester will receive, including source visibility and download access where shown.
Resolve missing evidence or an inappropriate projection before continuing. A document linked internally is not necessarily shared in full.
When ready, select Submit response, review the submission preview and choose Confirm and submit only if it is exactly what should be disclosed.
Check it worked
Reload the assignment and inspect the submitted state, timestamp and revision. The requester receives the immutable submitted revision and the approved evidence projection, not every subsequent edit to your working material.
If the assignment is returned, read the requested changes, prepare the next response and repeat the disclosure preview.
If something goes wrong
| Problem | Next action |
|---|---|
| Evidence remains closed | Check the answer's save error and retry the save first |
| The preview shows too much | Change the evidence disclosure or remove the link, then preview again |
| Submission is rejected after a change | Refresh the preview and review the current content; do not bypass its fingerprint check |
| The result is uncertain | Reload the latest submission before trying again |
Human judgement matters
A reusable answer or AI suggestion must still fit this organisation, question and date. Do not claim a control operates solely because a policy describes it.
What next?
For the wider context, see Create, issue and complete assurance work.
Keep the submission reference and respond to review questions. Revalidate reusable answers when the underlying evidence changes.
Get help
Ask your Organisation Administrator about access or the task owner about the content. For a platform error, include this guide reference, the affected page and a sanitised message, not confidential evidence or session details.