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How to Manage Question Subjects in Q&A

Create and edit question subjects within the Q&A module to help streamline your process.

Written by Pravin Sathiyalingam

ℹ️This feature is only available to Room Admins who are also Q&A admins or Q&A observers with Full control in one-way Q&A.

Question subjects allow questions in Q&A to be categorised, helping to streamline and better organise the one-way Q&A process. You can also assign a Subject Owner responsible to take action to your question category. To use Question subjects, guests simply select the relevant question subject when asking a question. To set them up, please follow the steps below.

How to add Q&A Subjects

Step 1: Log in to the Ansarada Data Room

Log in at os.ansarada.com

Step 2: Navigate to Q&A management.

  • Go to the Left menu.

  • Under Manage, select Q&A.

Step 3: Find Question subjects

Navigate to Question subjects and click Edit to the right.

Step 4. Add your Question Subjects.

  • Click +Add on top and select Subject.

  • Enter a single Subject or multiple Subjects, and select the Subject group. If you don't want to group your subjects, leave as None.

  • Subject groups sort several subjects together. Enter similar Subjects and you'll have the option to select a Subject group to assign them to.

  • If you would like your guests to be able to add additional text to their question Subjects, choose to allow free text.

Step 5. Set up Team Access

Allow access lets the Team ask and view questions related to that Subject. If access is denied the Team is unable to ask or view questions related to that Subject.


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Step 6. Lastly, assign a Subject Owner (optional) and click Add! 🎉

  • Any active user with access to the Subject and with the relevant Q&A role (Answer Approver, Answer Author or Answer Drafter) can be assigned as a Subject Owner.

  • If selected, all questions submitted with this Subject will be automatically approved and forwarded to the Subject Owner to take further action. The Q&A admin will not be notified.

  • If at least one subject owner has had their access to the subject revoked, when a question is submitted to that subject the Q&A admin will be notified that it has failed to be forwarded to the owner.

How to Edit Q&A Subjects

Step 1: Log in to the Ansarada Data Room

Log in at os.ansarada.com

Step 2: Navigate to Q&A management

  • Go to the Left menu.

  • Under Manage, select Q&A.

Step 3: Find Question subjects

Navigate to Question subjects and click Edit to the right.

Step 4. Edit Question subject

Locate the Question subject you'd like to edit, go to the burger menu and select Edit. From here adjust any of the details within.

Step 5. Update and Save

Don't forget to ensure you press Save before exiting the pop-up box.

How to Bulk Edit Subjects Status and Team Access.

Step 1: Navigate to Q&A management

  • Go to the Left menu.

  • Under Manage, select Q&A.

Step 2: Find Question subjects

Navigate to Question subjects and click Edit to the right.

Step 3. Edit Question subjects

Use the checkbox on the left to select a single subject, multiple subjects, or all of them.

Step 4. Change the status

Click Status on the action menu at the bottom and choose Enable or Disable. The change applies straight away.

When a subject is disabled, users can’t ask new questions under it. Previously asked questions stay visible.

Step 5. Change Team Access

Click Team Access on the action menu at the bottom. For each team you want to change, select Allow or Deny, then click Apply to save.

FAQ

Can a subject be added to a question after it's been submitted?

No, questions can't be assigned a subject once its been submitted. Guests should be advised to submit a new question if they'd like it to be categorised.

Can I remove a Subject I created?

You can delete a subject only if no questions have been asked under it yet. Once someone has asked a question, the subject can’t be deleted.

Why did the submitted questions not go to the assigned Subject Owner?

Questions will directly go to subject owner if submitted individually in the room. If the guests bulk upload questions, this would still require a review from the Q&A administrator and then bulk approve and forward to the relevant people or answer themselves.

Why did the questions get assigned without the Q&A administrator approval?

When there is a Subject Owner assigned, all questions submitted with that Subject will be automatically approved and forwarded to the Subject Owner to take further action. The Q&A admin will not be notified. This allows you to streamline your process and ensure the questions are answered more quickly, stopping the Q&A admin from being a bottle neck. Note Q&A admins will always have to approve answers before being disclosed back to the external party.

Why can't I see all users in the dropdown to assign as a Subject Owner?

Only users with the relevant Q&A role (Answer Approver, Answer Author or Answer Drafter) can be assigned as a Subject Owner. Q&A Admins can't be Subject Owner.

Do I need to have a Subject Group?

Subject groups simply allow you to categorise your questions, for example you may have 'Financials' as a subject group, then the individual subjects might be "Revenue operations", "Forecasting" etc. This allows your guests to be really specific with the category that fits their question. It is not however a necessity.

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