Disclosure surveys evaluate the disclosure status of a company. With the SAP Process Control Disclosure Survey, you can perform evaluations on three different entity levels: organization level, subprocess level, and control level. Accordingly, the following three types of surveys are available in the Survey Library:
Organization disclosure survey
Subprocess disclosure survey
Control disclosure survey
In the Planner, you can plan a survey based on one of the entities. During planning, you can define the following attributes for the survey:
Survey period
Start date and due date
Object survey template and disclosure survey template
You can choose a survey based on the specific object, or based on the disclosure status as a whole; you can also choose both.
Regulation
Organization
Subprocess or control
Depending on the entity level, you can choose the relevant subprocesses or controls. In organization disclosure survey, this option is not available.
Disclosure surveys can be performed in Online Mode or Offline Mode. In Online Mode, the recipient receives the survey in the work inbox. In Offline Mode, a PDF version of the survey is sent via e-mail to the recipient, who answers the questions in the PDF file and sends back the result.
Note
In Offline Mode, a valid e-mail address must be assigned to the relevant roles first in order to receive the survey.
To read more about the Planner, see Planner.
To create surveys in Process Control, see Creating Surveys.
To create a plan in Process Control, see Creating a Plan.