After a respondent submits an assessment and review begins, you can choose to reopen a closed or completed Question-Based Assessment (QBA) so that you can use it to accept new or updated responses. Reviewers can also send specific questions back to the respondent for correction instead of reopening the entire assessment. When you do this, the existing responses from the past are preserved as previous versions, and the respondent is notified that the assessment has been reopened.
Each send-back action creates a new assessment version while preserving previous submissions, ensuring a complete audit history.
You may also choose to send only specific questions back to the respondent for review.
The reopen assessment action, by default, selects question responses marked Not Compliant or Partially Compliant. Click on the ALL filter to send back all questions for review.
Reviewer adds comments for respondents during review
While reviewing responses and assigning compliance statuses, reviewers can leave a comment for respondents directly against individual questions. This allows feedback to be captured at the time of review, eliminating the need to recreate feedback later when reopening the assessment.
Reviewers can select multiple questions and apply a single comment across all selected questions:
They will receive a warning when an existing comment will be overwritten:
Parent, Child, and Looped Question Behaviour
Parent and Child Questions: Selecting a parent question automatically includes all child questions. If only child questions are selected, the parent remains visible for context
Looped (Group) Question: Selecting a looped sub-response automatically includes all child questions belonging to that sub-response.
Reopen the assessment (specific questions)
After a respondent submits an assessment and review begins, reviewers can send specific questions back to the respondent for correction or update instead of reopening the entire assessment. This can provide clearer visibility of reviewer feedback and faster remediation and resubmission.
Respondent Updates Reopened Questions
The respondent is shown only the questions that were sent back for correction.
To reopen an assessment, navigate to Audits & assessments and click the Closed or Completed assessment that you would like to reopen. You can check the Status of your assessments using the column or tab.
Click on the Results button next to the completed status or click on name of the assessment to view it in detail and click on Results in the top right corner. Click Reopen.
Reviewer Selects Questions to Reopen
When initiating a reopen action, the reviewer is presented with a Reopen Overlay containing several tools to streamline the process. Select the question(s) you wish to send back to the respondent(s) for an updated response and then click Send to respondent.
Overall context (optional)
This text will be displayed in the reopened assessment to provide context for the respondents. It will also be included in the email notification sent to the respondents.
Comments
A comment can be added here for each question if, for example, specific clarification is requested. If you wish to add comments for the respondents or add the same comment in bulk for the respondent before reopening the assessment, you can do so before the assessment is reopened and sent back.
Default Filters
Questions marked as Not Compliant or Partially Compliant are automatically displayed.
If no questions exist within those statuses, the view defaults to All Questions.
Select All Functionality
- A Select All checkbox allows reviewers to select or deselect all currently visible questions.
- The checkbox supports an indeterminate state when only some visible questions are selected.
Reopen the assessment (full)
Review the previous sections in this article about reviewing the assessment and adding comments for the respondent before reopening it. To reopen an assessment, navigate to Audits & assessments and click the Closed or Completed assessment that you would like to reopen. You can check the Status of your assessments using the column or tab.
Click on the Results button next to the completed status or click on name of the assessment to view it in detail and click on Results in the top right corner. Click Reopen.
When initiating a reopen action, the reviewer is presented with a Reopen Overlay containing several tools to streamline the process.
Overall context (optional)
This text will be displayed in the reopened assessment to provide context for the respondents. It will also be included in the email notification sent to the respondents.
Comments
A comment can be added here for each question if, for example, specific clarification is requested. If you wish to add comments for the respondents or add the same comment in bulk for the respondent before reopening the assessment, you can do so before the assessment is reopened and sent back.
Select All Functionality
- A Select All checkbox allows reviewers to select or deselect all currently visible questions.
- The checkbox supports an indeterminate state when only some visible questions are selected.
Select All (1) and then click on Select all (2) so that all questions are selected for the reopened assessment. Click on Send to respondent. The assessment will be in progress until it is again submitted.
The respondent(s) will be sent an email notification which includes the overall context (optional) text from the reopen overlay used to select the questions and to add comments to individual questions.
The assessment can now be reviewed by the previous respondent(s). They can update previous answers as necessary.
The answers to all the questions will be pre-filled as per the previous version and can be updated as required.
When a respondent submits this response, it is now the latest response version. You can check all the previous versions in the Responses tab.
Once the respondent(s) submit their response(s), the assessment status will change to Completed.
Reviewer Reviews the Resubmission
After resubmission, the reviewer assesses the updated responses.
This process can continue through multiple cycles (V2, V3, V4, etc.) until all requirements are satisfied.
Hailey AI Integration
When Generate with Hailey is used on a reopened assessment:
- Hailey generates responses only for reopened questions
- Questions that were not reopened are excluded from generation
Import and Export Support
For reopened assessments:
- Import operations consider only reopened questions
- Export operations include only reopened questions
This ensures consistency throughout the reopen workflow.
Assessment Results Page
After assessment completion, indicators are displayed against questions that participated in a reopen cycle (V2 onwards).
Review Trail
Following resubmission, a Review Trail tab provides complete visibility into the review process for each question, including:
- Full reviewer/respondent comment history
- Answer changes across versions
- Participation in specific reopen cycles
Your next step may be to review these new answers.