ℹ️This feature is only available to Q&A admins, Q&A observers - full control, Answer approvers, Answer authors and Answer drafters.
 

Answer a Question

When a Question is assigned to a user to be answered they will receive a notification email.

To answer a Question, follow the below steps:

1. Open the notification email, select View question.

💡Tip: If you are already logged into the Room, you will see an asterisk next to the Question. This means the Question is awaiting your action. Learn more here.

2. Log into the Room.

3. You will be taken to the Question and will see:

  • Question subject and Subject group if applicable
  • Related Information for any files or folders the Guest has referenced
  • Any existing Comments which were added by your internal team when forwarding a Question
  • Actions you can perform on the Question

⚠️Good to know: Actions that can be performed when answering a Question are based on the person's Q&A role. Learn more about Q&A roles here.

4. Select the Action you would like to perform.

Actions available when answering a Question in one-way Q&A

ℹ️These Actions are only available in one-way Q&A.

There are various actions that can be performed when answering a Question in a one-way Q&A Room. The actions that are available will be based on the persons Q&A role.

💡Tip: If you are not using one-way Q&A the Actions and Q&A roles will vary. Learn more about two-way Q&A actions here.

The Actions that are available in the Room Q&A are:

Answer and forward the Question
Answer Question and disclose the Answer
Answer Question and request approval
Answer Question and send to Q&A Administrator
Approve and forward the Question
Approve Answer and send to Q&A Administrator
Forward Question
Reject Answer and send to Q&A Administrator
Reject Question
Request Answer approval
 

Perform these actions

 

Answer and forward the Question

 ℹ️This Action is only available to to Q&A admins, Q&A observers - full control, Answer approvers, Answer authors and Answer drafters.

This Action allows the user to add an Answer and forward the Question and Answer to another user in the Room.

Follow the below steps to perform this Action:

1. Under Actions, select Answer and forward the Question.

2. Add or edit the Answer in the Answer text box.

3. Add any Attachments for reference, if required,

4. Under Select users, select the people that you'd like to forward the Question and Answer to.

5. Add in any Comments.

⚠️Good to know: Comments will not be displayed to the buy side. The only time a Comment will be display is when a Q&A admin or a Q&A observer - full control Reject a Question. The comment that is added at the time of the Rejection will be displayed and visible to the buy side.

6. Select Answer and forward Question.

Answer Question and disclose the Answer

ℹ️This Action is only available to Q&A admins and Q&A observers - full control.

This Action allows an Answer to be edited and disclosed  to the buy side.

Follow the below steps to perform this Action:

1. Under Actions, select Answer Question and disclose the Answer.

2. Add or edit the Answer in the Answer text box.

3. Add any Attachments for reference, if relevant.

4. Select the Disclosure level.

  • Question author's user group
  • All data room users

⚠️Good to know: If the Question and Answer is disclosed to all Room users, only the Guests in the same Team will be able to see the identity of the author. Learn more here.

5. Select Answer Question and disclose the Answer.

Answer Question and request approval

ℹ️This Action is accessible to Answer authors and Answer drafters.

This Action allows Answer authors and Answer drafters to send their draft Answer to the Answer approver.

Follow the below steps to perform this Action:

1. Under Actions, select Answer Question and request approval.

2. Add or edit the Answer in the Answer text box.

3. Add any Attachments for reference, if required.

4. Under Select users, select the people that you would like to forward the Question and Answer to.

5. Add in any Comments.

6. Select Answer Question and request approval.

Answer Question and send to Q&A Administrator

ℹ️This Action is only available to Answer approvers and Answer authors.

This Action allows Answer approvers and Answer authors to send the Answer to the Question straight to the Q&A admin.

Follow the below steps to perform this Action:

1. Under Actions, select Answer Question and send to Q&A Administrator.

2. Add or edit the Answer in the Answer text box.

3. Add any Attachments for reference, if required.

4. Add in any Comments.

5. Select Answer Question and send to Q&A Administrator.

Approve and forward the Question

ℹ️This Action is accessible to Q&A admins and Q&A observers - full control.

This Action allows the user to approve the Question once it has been submitted from the buy side and forward it to any Answer approvers, Answer authors and Answer drafters.

Follow the below steps to perform this Action:

1. Under Actions, select Approve and forward the Question.

2. Under Select users, select the people that you'd like to forward the Question to.

3. Add in any Comments.

4. Select Approve and forward the Question.

Approve Answer and send to Q&A Administrator

ℹ️This Action is only available to Answer approvers.

This Action allows an Answer approver to approve an answer that has been sent directly to the Q&A admin.

Follow the below steps to perform this Action:

1. Under Actions, select Approve Answer and send to Q&A Administrator.

2. Add in any Comments.

3. Select Approve Answer and send to Q&A Administrator.

Forward Question

ℹ️This Action is only available to Q&A admins, Q&A observers - full control, Answer approvers, Answer authors and Answer drafters.

This Actions allows all of the answering team to forward questions to other people on their answering team.

Follow the below steps to perform this Action:

  1. Under Actions, select Forward Question.

2.  Under Select users, select the people that you would like to forward the Question to.

3. Add in any Comments.

4. Select Forward Question.

Reject Answer and send to Q&A Administrator

ℹ️This Action is only available to Answer approvers.

This Action allows an Answer approver to reject the Answer that has been assigned to them, and send it back to the Q&A Admin.

Follow the below steps to perform this Action:

1. Under Actions, select Reject Answer and send to Q&A Administrator.

2. Add in any Comments.

3. Select Reject Answer and send to Q&A Administrator.

 

 

Reject Question

ℹ️This Action is only available to Q&A admins and Q&A observers - full control.

This Action allows a Question to be rejected and sent back to the Guest that asked the Question. They will be able to amend the Question and resubmit it.

Follow the below steps to perform this Action:

1. Under Actions, select Reject Question.

2. Comments can be added to advise the Guest why the Question has been rejected.

3. Select Reject Question.

Request Answer approval

ℹ️This Action is only available to Answer authors and Answer drafters.

This Action allows an existing Answer to be sent to an Answer approver for approval.

Follow the below steps to perform this Action:

1. Under Actions, select Request Answer approval.

2. Select the people that you would like to forward the Question and Answer to.

3. Add in any Comments.

4. Select Request Answer approval.

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