Customer risk assessment questionnaire

Multi-step customer risk assessment questionnaire in the context of leasing an office for work. Collect business information, hazards, and other info.

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22 downloads
8 fields
3 steps
Welcome step of 'Customer risk assessment questionnaire' with introduction text, and a 'Start' button

Multi-step layout

The questionnaire follows a multi-step layout, and is spread out over three steps:

  1. Welcome page: Get information about the company and personnel
  2. Company: Understand the nature of business and ask about hazards
  3. Hazards: Summarize the information before submit
  4. Review:

Field insights

Field analytics provide valuable insights into collected responses. For this risk assessment template, an analysis of the Other risks field can help identify of the form needs to be revised to include other potential hazards.

Horizontal bar chart showing the distribution of responses for the multiple choice field 'Other risks'
Field analysis

Common questions

Can I customize the fields in this template?

Yes, you can easily customize the fields in this template to match your needs. Just click on the field you want to change and edit its label, type, or settings.

What is a customer risk assessment questionnaire used for?

A customer risk assessment questionnaire helps companies identify potential risks when doing business with customers. This can include fire hazards, hazardous substances, or transport risks. It's a way to ensure safety and manage any issues that might arise.

Is the template easy to use?

Absolutely! This template is designed to be user-friendly. The questions are divided into different sections to make it easier to fill out. You don’t need any special skills to use it.

Is my data safe when I use this template?

Yes, your data is secure. Our platform uses encryption and other safety measures to protect your information. We take privacy very seriously.

Can I preview my form before using it?

Definitely! You can preview your form to see how it looks and make any necessary changes before you start using it. This helps ensure everything is set up correctly.

Can I collect responses from multiple people?

Yes, you can share the form with others to collect responses from multiple people. Just send them the link to your form, and they can fill it out online.

How can I review the data collected from this form?

Once responses start coming in, you can review the data by going to the 'Review' section of the form. Here, you can see individual responses and a summary of all the information collected.