Setting up a Q&A with several question teams and answer teams

Objective:

To set up a Q&A system where multiple question teams and answer teams are selected and configured to efficiently handle questions and provide answers.

Key steps:

• Select the “Q&A” tab in the project’s and data room’s tab bar.

• Define the workflow: Select the basic steps you need. By default, question and answer teams are preselected.

• click on “Save and continue configuration”.

• Step 1 – Create and link teams: Drag and drop the question teams into the question field on the left-hand side.

• create answer teams: Create the answer teams on the right-hand side, e.g. legal, management, sales team. Assign the corresponding users to the teams, either individual users or the entire team, using drag-and-drop.

• Step 2 – Assign index points: Assign the answer teams to the index points that they need to answer questions about. Assign teams to specific folders or documents so that the questions are automatically assigned to the correct team.

• Step 3 – Edit settings: Customise the settings for each team. This includes access and exclusion date, question limit, visibility of questioners and teams, forwarding of questions to other answer teams and creation of FAQs.

• Save and activate: Save the configuration and activate the Q&A to set the workflow. Click “Activate” to start the Q&A system and accept questions.

Precautions:

• Make sure that the teams are configured correctly to ensure smooth processing of questions and answers.
• Once the Q&A has been activated, the basic steps can no longer be changed.

Tips for efficiency:

• Use drag-and-drop features to quickly assign teams and users.
• The team settings can be edited at any time and additional users can be added.