Roles in Q&A
The Q&A allows potential buyers to ask questions about (missing) documents. There are several ways to setup this feature. An example of how the Q&A can function is displayed in the image below.
| Q&A role in English | Question Submitter (QS) | Question Drafter (QD) |
|---|---|---|
| Q&A role in Dutch | Vraagindiener | Vraagopsteller |
| Q&A role in German | Fragesteller | Fragen Verfasser |
| Q&A role in French | Envoyeur de Questions | Rédacteur de Questions |
| Depending on the Q&A role, users can perform certain actions | ||
| See questions and answers | When question reference is accessible | When question reference is accessible |
| See names of Q&A Coordinators and Answer Drafters | ||
| Draft a (follow-up) question | ||
| Submit questions to Answer group | ||
| Assign question to QS | ||
| Assign question to QD | ||
| Delete question | Only if not submitted | Only if not submitted |
| Reassign question | ||
| Set categories | ||
| Create and set tags | ||
Question Submitters can draft questions about folders and documents and submit these directly to the sell side. They have to review and submit questions that are assigned to them by Question Drafters.
- Within their own question group, Question Submitters see all drafted, submitted and answered questions if they have access to the question reference.
- Question Submitters can reassign questions to another Question Submitters or they submit the question or delete it.
- Question Submitters' names are visible to own group members and the Q&A Coordinators.
Click here to read more about Asking Questions in Q&A.
Question Drafters can draft questions about folders and documents. After drafting a question, they must assign the question to a Question Submitter, who will review and submit it to the sell side.
- Within their own question group, Question Drafters see all drafted, submitted and answered questions if they have access to the question reference.
- Once assigned to a Question Submitter, questions cannot be reassigned to another Question Submitter.
- Question Drafters' names are only visible to own group members
Click here to read more about Asking Questions in Q&A.
| Q&A role in English | Q&A Coordinator (Q&AC) | Answer Drafter (AD) |
|---|---|---|
| Q&A role in Dutch | Q&A Coordinator | Antwoordopsteller |
| Q&A role in German | Q&A-Koordinator | Antwort Verfasser |
| Q&A role in French | Coordinateur Q-R | Rédacteur de Responses |
| Depending on the Q&A role, users can perform certain actions | ||
| See questions and answers | When question reference is accessible | When question reference is accessible |
| See names of Question Submitters | ||
| See names of Question Drafters | ||
| Draft an answer | If assigned to a question | |
| Provide additional answer | If assigned to a question | |
| Upload new documents via Q&A | Only if user has upload permissions | Only if user has upload permissions |
| Disclose answers to Question group | ||
| Assign question to Q&AC | ||
| Assign question to AD | ||
| Reassign question to another AD | ||
| Delete question | ||
| Create and set categories | ||
| Create and set Set tags | ||
| Filter on Created by (User label) | ||
Q&A Coordinators manage the Q&A process. They will assign incoming questions amongst Answer Drafters in their team or take on the question themselves. Drafted answers from assigned questions can only be disclosed to the buyside via the Q&A Coordinator.
- It is possible to have multiple Q&A Coordinators.
- Q&A Coordinators can set categories for the Question group to use.
- Q&A Coordinators can use filters to create a workflow for dividing workload.
Click here to read more about Answering Questions in Q&A.
Answer Drafters can see all available questions to them, but they cannot pick it up, unless a Q&A Coordinator assigns it to them. When assigned, the Answer Drafter can formulate the answer and assign it to the Q&A Coordinator, who will review and disclose it.
- When a wrong Answer Drafter has been assigned to a question, that Answer Drafter can assign it to the right one.
- Answer Drafters cannot see who drafted or submitted the question from the Question group.
Click here to read more about answering questions in Q&A.