Completing a Bordereau Questionnaire

Understand how to complete a Bordereau Questionnaire in Tide

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Below is a screenshot of the Bordereau Questionnaire page in Tide. 

The steps are presented at the top of the screen, with steps completed shaded green, the step you are at shaded blue, and the steps not yet completed in grey.

Questions are presented at the left of the screen, next to options for answering. To the far right, additional guidance and information is presented as a tool-tip when you hover over the question.

The name of the Questionnaire, Version number and Owner are present in the top left corner.

Suggested Answers

When Tide reads the Bordereau columns, it then assesses whether other users in Tide (across all Users of all companies) have already used the column as an answer to a question.

If it has been previously used, then Tide will pre-populate the answer to the question. You can select the answer drop-down to see the number of times this field has been used as an answer. If other columns in the Bordereau have also been used to answer the question by other Tide users, then these are also presented in descending order of use. The position of the column (when the Bordereau was first provided to Tide for completing the Questionnaire) is presented at the end of the column name in square brackets.

In the below screenshot, we can see that 'Policy Number - [A]' from the Bordereau has been selected as the answer to the question 'Which column(s) provides a unique reference for each risk in the bordereau?', and so has been pre-populated as the answer by Tide. You can select a different column as the answer if appropriate.

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