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An Administrator's Guide to the Cye Platform Questionnaire for Private Equity

This article explains how PE administrators send, track, manage, and review the Cye Platform Questionnaire from the Questionnaires dashboard.

Overview


The Questionnaires page centralizes assessment tracking across all portfolio companies and subsidiaries. Each entity occupies a dedicated row displaying real-time status (Sent, In Progress, Submitted, or Time Out) alongside direct administrative controls. Access this page from Group Management > Questionnaires in the platform sidebar.

  • Send & Target: Select target companies and assigned respondents, set a due date, and dispatch invitations in a single step. Each organization receives an independent questionnaire and a dedicated status row.

  • Track Status & Completion: Monitor entity progress from initial delivery to final submission.

  • Remind & Adjust: Resend unacknowledged invitations, send reminders to in-progress entities, or add respondents to active questionnaires.

  • Review Submitted Answers: Access submitted questionnaires and supporting evidence in read-only mode. Response data remains hidden while an assessment is in progress.

  • Roles & Permissions: Administrators manage program execution but do not complete questionnaires directly. Answer entry, final submission, and due-date extension requests remain restricted to designated subsidiary respondents. The Cye Customer Success Team can execute administrative actions on this page on behalf of the organization upon request.

Sending a Questionnaire


A single dispatch action distributes questionnaires to multiple target companies simultaneously. Each selected organization receives an independent questionnaire assigned with the same due date.

  • Steps

    1. Navigate to Group Management > Questionnaires and select Send questionnaire.

    1. Locate target companies in the Send to field by scrolling or using the search bar.

    2. Select the arrow next to a company name to view registered users, then select individual respondents or choose Send to all users.

    3. Under Settings, verify the Questionnaire name and select a Due date.

    4. Review the summary details at the bottom of the dialog and select Send.
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  • Dispatch Outcomes
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    • Status Updates: Each target organization appears as a new row with the status Sent. A confirmation banner indicates successful delivery, while timeout notifications flag possible failed dispatches.

    • Email Notifications: Assigned respondents receive an invitation email containing a direct link to the questionnaire. The link is valid for 72 hours. Use Resend invitation to send a fresh link after that.

    • In-Progress Reminders: Once a company begins responding and the status changes to In Progress, additional questionnaires cannot be dispatched to that entity. To prompt respondents on an active questionnaire, select Remind on that row to issue an email reminder.

Dashboard Overview


The Questionnaires dashboard tracks assessment progress across all target entities. Each row represents a distinct questionnaire assigned to an organization. When multiple respondents belong to the same company, the row reflects the highest progress state achieved by any assigned recipient.

  • Table Columns
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    • Company and Questionnaire Name: Displays the target organization and assigned assessment title.

    • Due Date: Displays the submission deadline. A calendar icon next to the due date- indicates a respondent submitted an extension request. Hovering over the icon reveals the provided justification.

    • Sent Date: Timestamp of initial questionnaire dispatch.

    • Sent To: Displays the primary recipient's email address and a count (+N) for additional assigned respondents. Hovering over the cell displays the full recipient list.

    • Status: Current operational state of the questionnaire (detailed below).

    • Completion: Progress bar and numerical ratio indicating answered required questions versus total required questions (e.g., 26% - 120/465). Optional questions do not affect completion percentages.
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  • Questionnaire Statuses
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    • Sent: Invitations dispatched; no draft responses saved.

    • Timeout: Dispatched invitations remained unopened throughout the configured timeout window (72 hours). Recommended resolution: Verify recipient email validity, then select Resend invitation or Add respondents.

    • In Progress: At least one respondent saved draft answers.

    • Submitted: Assessment submitted by the entity. Questionnaires lock against further edits.

    • Expired: Due date elapsed without submission. This status flags non-compliance without locking the assessment; respondents retain access to enter answers, request extensions, or submit. Upon submission, status transitions to Submitted.

Searching and Filtering Questionnaires


Use search, filter, and view controls to locate questionnaires across the portfolio.

  • View:

    • Active: Displays all non-archived questionnaires.

    • Archived: Displays archived questionnaires, replacing the due date, status, and completion metrics with Submit Date and Submitted By.

  • Search: Matches entries by company name or respondent email. In the Archived view, matches apply to the submitter's email.

  • Status: Filters the Active view by progress status (Sent, Timeout, In Progress, Submitted, or Expired). The Archived view does not support status filtering.

  • Sort: Click any supported column header to reorder the table. The Sent To column cannot be sorted.

Managing Questionnaire Actions

All row-level actions are accessed through the actions menu (⋯) at the end of each table row. The menu displays only actions applicable to the row's current status.

  • Resend Invitation: Sends a fresh invitation email with a new access link to all assigned respondents. Applicable when the questionnaire status is Sent or Timeout, and no recipients have opened the questionnaire.

  • Remind: Sends a reminder email to respondents who have already accessed the link. Applicable when the questionnaire status is In Progress, and completion has stalled, or the questionnaire is past due.

  • Add Respondents: Assigns additional registered company users to the questionnaire (Pre-submission states). New respondents share the existing due date and recorded answers without creating a new table row.

  • View: Opens a submitted questionnaire in read-only mode (Submitted, Archived).

  • Archive: Moves the row to the Archived view while preserving all responses and metadata (Submitted). Selecting Unarchive from the Archived view restores the row to the active table.

  • Delete: Permanently removes the questionnaire following confirmation. Available only for unstarted or fully submitted questionnaires; deletion is disabled while a questionnaire is actively being answered. Deleting a submitted questionnaire does not impact data already transferred to Cye Platform services.

Reviewing Submitted Answers


Responses remain hidden while a questionnaire is in progress. Once submitted, selecting View on the row opens the completed questionnaire in read-only mode, with associated evidence files available for download.

Managing Due Dates, Reminders, and Extensions

The initial due date governs automated reminder schedules, extension limits, and the Expired status flag.

  • Automated Reminders: Assigned respondents receive automated email notifications seven days before, three days before, and on the due date. The manual Remind action is reserved for stalled progress rather than routine pre-due-date tracking.

  • Respondent Extensions: Respondents may extend the due date by up to seven days beyond the original deadline, provided a justification is submitted. System due dates cannot be modified manually post-issuance. When an extension is applied, a calendar indicator displays on the due date field with a tooltip showing the stated reason, and automated reminder schedules adjust to the new date.

  • Post-Expiration Behavior: After the due date passes, the row status transitions to Expired. System access remains unlocked: respondents can still answer, request eligible extensions within the seven-day limit, and submit completed questionnaires. Manual reminders can be issued to prompt completion.

Email Notifications


The platform relies exclusively on email notifications for questionnaire events; in-app notifications are not supported. Email alerts are sent to the issuer upon questionnaire submission and when a respondent extends a due date (detailing the original date, revised date, and stated reason).

Wrap-Up/Next Steps


​Questionnaire Workflow Overview

  • Issuance: Select Send questionnaire, configure recipient companies and assigned respondents, define the due date, and dispatch.

  • Progress Tracking: Filter table views by In Progress or Expired status to monitor completion rates in the Completion column.

  • Follow-Up Management: Execute Resend invitation for Sent or Timeout rows, and Remind for In Progress rows. Hovering over Sent To indicators reveals unviewed recipient statuses.

  • Review: Select View on a Submitted row to inspect recorded answers and download attached evidence files.

  • Archival: Move completed questionnaires to the Archived view to maintain active workspace visibility. Rows can be restored at any time using Unarchive.

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