Reviewing AutoComplete Answers

You can review and edit responses once you complete the autocomplete process.

To mark an answer as reviewed

You can track the autocomplete answers that you have already finalized by marking them as reviewed.

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

  2. Open the request that you would like to review answers for from the autocomplete.
  3. Click the Resume button. The review answers screen appears.
    Note:

    You can also access the answer review screen by creating a new request and clicking the Review Answers button.

  4. Expand sections under Overview and to review the answers provided.
  5. Review and finalize the answer to the question asked. You can use the search and replace feature to find a better answer to a question in your Answer Libraries. For more information, see Using Search and Replace for AutoCompleted Questionnaires.
  6. Click the Mark As Reviewed button to remove the ability to edit the answer. The Train My Library modal will appear. For more information, see Using Train My Library to Review AutoComplete Answers.


  7. Review and finalize remaining answers.
  8. Click the Save button to save any changes made to the Answer or Supporting Answer fields.
  9. Click the Complete Review button. The confirmation modal appears.


    Field
    Description
    Add Question Attachments to Requests

    Enable this setting to include attachments from any questions that have been used in the questionnaire to the request.

    Add Questionnaire to Request

    Enable this setting to add the completed questionnaire to the request’s document section to share with your customer. It will get added to your Documents list and you can also download it from your task tray.

    Document Name

    Enter a name that describes the document.

    Document Format

    Select Custom Questionnaire Template or Source File.

  10. Configure the settings and complete the required fields.
  11. Click the Confirm button.

To undo review of an answer

You can undo an answer provided by the autocomplete or an answer that you have already marked as reviewed. If you have already marked the questionnaire as complete, you must click the Edit Answers button to edit.

  1. Open the review answers screen.
  2. Click the Undo Review button. This will allow you to edit or search for a new question.


    Note:

    For more information on searching for a new answer, see Using Search and Replace for AutoCompleted Questionnaires.

To clear an answer entry

You can clear an answer from the autocomplete responses. Clearing an answer will remove all answer and supporting answer fields and the question will move to an unanswered state.

  1. Open the review answers screen.
  2. Click the Clear Entry button. The confirmation modal appears.


  3. Click the Confirm button.

To configure quick filter views and sorting

You can select a specific group of questions to be displayed on the review answers screen. The options available to view are all questions, unanswered questions, and questions that have not been reviewed. You can also sort by question numbers and confidence scores.

  1. Open the review answers screen.
  2. Open the Show selection menu and choose the group of questions you want to view. For more information, see the Quick Filter View and Sort Screen Reference.

Quick Filter View and Sort Screen Reference



Field
Description
All Questions

View all questions that were part of the autocomplete process.

Unanswered Questions

View all unanswered questions that did not receive an answer during the autocomplete process.

Not Reviewed

View all questions that have not been reviewed and finalized.

Question Numbers

View all questions after sorting by the question numbers.

Confidence Score (Low to High)

View all questions after sorting by confidence scores (low to high).

Confidence Score (High to Low)

View all questions after sorting by confidence scores (low to high).