Questionnaire Management in Auditing

In auditing, what is not properly evaluated and documented can hardly be improved. Having formal mechanisms to measure performance, collect evidence, and obtain feedback is essential to ensure the quality of the audit process. In this context, the Questionnaire Management module becomes a key component within the Audit system.

What is the Questionnaire Management module?

The Questionnaire Management module is a functionality designed to structure, standardize, and document evaluations and surveys associated with audit programs.

The module supports two clearly differentiated instruments:

• Evaluations, aimed at measuring the performance, competencies, and compliance of the audit team during program execution.
  
  
• Surveys, focused on collecting qualitative feedback on the development of the audit program, without generating a score.
  
  

Why is it relevant from an auditor’s perspective?

This module adds value by reducing subjectivity, improving traceability, and strengthening internal control within the audit process.

The use of structured questionnaires makes it possible to:

• Evaluate audit team performance using defined and comparable criteria.
• Consistently document results and supporting evidence.
• Identify deviations, gaps, and opportunities for improvement.
• Rely on objective information to support conclusions and decision-making.
  
  

By being linked to the status of the Audit Program, the module ensures that evaluations are conducted at the appropriate time and within the correct audit context.

Preconfigured templates: standardization with an auditor’s mindset

One of the module’s key strengths is the availability of preconfigured templates, designed in accordance with audit best practices.

These templates allow organizations to:

• Maintain consistent evaluation criteria across different audit programs.
• Reduce errors resulting from manual configurations.
• Ensure consistency in scales, weightings, and results.
  
  

The use of Likert, numeric, or binary scales—combined with question-level weighting—enables clear and comparable analysis, while preserving full traceability of how final results are calculated.

Evaluations and surveys: choosing the right tool for the objective

From an auditor’s standpoint, it is essential to distinguish when to apply an evaluation versus a survey.

Evaluations should be used when there is a need to measure performance, compliance, or competence, producing quantifiable and comparable results.
Surveys, on the other hand, are the appropriate instrument for gathering perceptions, feedback, and improvement opportunities, without associating them with a score.

The module allows both instruments to be managed in a controlled manner, documenting their assignment, execution, and results within the Audit Program.

Benefits for the organization

When applied correctly, the Questionnaire Management module delivers clear benefits:

• Greater control over the audit process, by formalizing evaluations and feedback.
• End-to-end traceability, from assignment through results.
• Reduced subjectivity, through standardized criteria and scales.
• Documented evidence, valuable for internal audits, external audits, or quality reviews.
• Continuous improvement, driven by reliable and structured information.

Real support for stronger audits

The value of this module lies not only in the technology itself, but in how it is applied. When used with sound judgment, the Questionnaire Management module enables organizations to evaluate objectively, document clearly, and improve with purpose, strengthening the quality and maturity of their audit processes.

Are you already using Questionnaire Management?
Learn how to create evaluations or surveys in our Help Center modules here.
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