Assigning Questions to Users

Delegate questions to other users (respondents) in your organization in order to complete a questionnaire. Respondents can confirm responses, upload attachments, and comment with additional detail.

The system automatically sends email notifications for when a question is assigned, when a comment is made on question assignment, when a question assignment is marked as completed, and when a completed question assignment is re-opened.

To Assign a Question to a User

  1. On the Vendor Portal menu, select Requests. The Requests screen appears.

  2. Click the request from which you would like to assign a question. The Request Details screen appears.
    Note:

    You can assign questions on a request with a questionnaire in progress or no questionnaire started.

  3. Click the Add Questionnaire button and complete the automcomplete process or click the Resume button. The Questionnaire screen appears.

  4. Locate the question you want to assign and click the Assign Question button. The Assign Question modal appears.
    Note:

    If available, the question card will display the number of comments and attachments. The card will also display a green check mark if the question is complete.



  5. Complete the fields. For more information, see Assign Question Modal Screen Reference. Questions that have been assigned display a badge containing the first and last initial of the assignee's name.
  6. Click the Assign button. The assignee will receive an email linking them to the assigned question for their response.

Assign Question Modal Screen Reference



Field
Description
Subject Name

This is the subject line for the email notification sent to the assignee

Assignee

Select an assignee by searching for the user.

Priority

Select a priority for the question.

Collaborators

Assign question collaborator(s) to help answer questions, upload attachments, and add comments.

Deadline

Enter or select a deadline date for the question.

Description

Enter a description that is sent in the email notification to the assignee.

Answering Assigned Questions as an Assignee

  1. Click the link in the email notification received once a question is assigned. The Alert Center screen will open on the assigned question task.

  2. From the task pane, you can add documents and comments. Any documents added will also appear in the Request Details screen.



  3. Click View Source. The Questionnaire screen appears.

  4. Select an Answer and add a Supporting Answer if needed.