205: Create a questionnaire

Create the questionnaire template

1. From the Governance console click the Hamburger menu in the top left, then under Assessments click Questionnaire Templates. Note that, depending on the current profile for your user, you may have fewer items listed in your menu.
   
   
2. Click the blue New button, then fill out the fields as follows:
   • Name: Secondary EU AI Act Review
   • Description: Second-level review to determine if the use case violates the EU AI Act.
   • Primary Owner: Add your complianceofficer user.
   • Click the blue Select folder button and choose Library
     
     
3. Click Done and then Save.

Add questions

Now that the questionnaire template has been created, you may add questions to it. In this example, you will create a very simple set of questions to reflect a larger review, but when performing a Proof of Experience (PoX), it can be valuable to allow the client to create their own questions that are relevant to their organization's requirements.

1. From your new Questionnaire Template page, click on the Editor tab, and then click on the Blank tile.
   
   
2. For Name first section put Secondary Assessment and for Name first subsection put Compliance Review, the click Create.
   
   

   Note: If you receive a Network error message, you may need to close the current tab, return to the Questionnaire Templates tab, and refresh the page. From this point, the new template should appear in the list. You can click on it and switch to the Editor tab on the template screen.

3. The template has been pre-populated with a default question. Click the question tile to edit it.
   
   
4. Replace the text in the Question field with After a secondary review, is this use case acceptable under the EU AI Act?. Remove the Not applicable answer option.
   
   
5. Take a moment to review the other possible actions you can take on this question. You have the ability to build display logic to determine when this question appears. You can add additional context, set up multiple choice questions, and more. Creating full in-depth questionnaires is beyond the scope of this lab, but familiarizing yourself with some of the options and allowing the client to build their own questionnaires can be helpful in a PoX.
6. When you are finished exploring, click the gray area beneath the Configure question panel to save your changes. At this point, you may add additional questions as you wish. When you are satisfied with the questionnaire, you may proceed with the lab.

Add the questionnaire to the existing AI assessments

You have just created a new type of assessment for AI models. In order to incorporate it into AI-related workflows, you will need to make further configuration changes to add it to the list of existing AI assessments.

1. From the Governance console, click the Gear icon and then click Enable System Admin Mode A popup window will open, prompting you to confirm your choice, and notifying you that while the mode is enabled, the system will be unavailable to other users. Click the Enable button to confirm.
   
   
2. Once again click the Gear icon and under Solution Configuration click Object Types.
   
   
3. Search for Questionnaire Assessment and click on it.
   
   
4. Expand the Fields section and scroll down to find watsonx-QAssessment, then click on AI Assessment Type.
5. In the panel, find Enumerated String Values and click the New value button.
   
   
6. For both Name and Label, enter Secondary EU Assessment, then click Create and then Done.
7. Once the changes have saved, you can turn off System Admin mode. Click the Gear icon in the upper right, then click Disable System Admin Mode and Disable in the confirmation dialog.

Update the AI assessment workflow

Now that you have created a new type of AI assessment, you will need to associate your assessment into the built-in AI workflow.

1. Once again click the Gear icon and underneath Solution Configuration, click Workflows. Note that you may receive a warning message about not having access to all of the items in the workflow; you can ignore it.
   
   
   
   
2. Click on AI Assessment Workflow. The workflow editor pallette will open.
3. Locate the + icon in the upper right of the palette window. Click and drag it to beneath the Other Assessment box to create a new workflow stage. The New Stage dialog will open. Name it Secondary EU Assessment and click Create
   
   
4. You should see your new 'Secondary EU Assessment' box on the bottom. Hover your mouse pointer over the Start workflow stage to make four black dots appear on the stage border. Click and drag to the new Secondary EU Assessment stage box to create an action linking the two stages. Name it Perform Secondary Assessment
   
   
5. In the Action Properties panel on the right, scroll down and click on the Conditions section to expand it, the click the New condition button.
   
   
6. Under Object Field select AI Assessment Type (watsonx-QAssessment:AI Assessment Type) and under AI Assessment Type select Secondary EU Assessment, then click Done.
   
   
7. Open the Validations and Operations section underneath Conditions, and click the New Operation button.
   
   
8. In the Operations panel which opens, fill out the following info:
   • Operation: select Associate objects
   • Name: Associate Assessment
9. Click the New Condition button and select:
   • Object Field: AI Assessment Type (watsonx-QAssessment:AI Assessment Type)
   • AI Assessment Type: Secondary EU Assessment
   • Then click Done
     
     
10. At the very bottom of the Operations panel, click the Edit button next to Object to associate, and select:
    • Relationship Type: Direct Child
    • Related Object Type: Questionnaire Template
    • Click New Condition and select Name (System Fields:Name). In the Name field, enter the exact name of the questionnaire template you created in a previous step. If you have been following the instructions, you named it Secondary EU AI Act Review.
      
      
11. Click Done to close the Filter By, Object to associate, and Operations panels.

You have now linked the Start stage and the Secondary EU Assessment stage using an action. To complete the process, you must link the Secondary EU Assessment stage to the End stage.

1. Hover your mouse pointer over the Secondary EU Assessment stage box to make four black dots appear on the border. Click and drag the border to the End stage box to create an action linking the two stages, like we did with the Start stage.
   
   
2. Enter Assessment complete in the Name field, and click Create.
3. Click the Publish button in the upper right of the screen to save your updates. Your new questionnaire has been added to the AI assessment workflow, and can now be integrated into the workflow for use case approval.

Congratulations, you can move on to Lab 206