Q&A Notifications & FAQs

🔐 Required Permissions: Manager

🔔 Who Gets Notified?

❓ Q&A Admin Asks a Question (to a Bidder Group)

• Where it's visible: Appears in both Q&A Admin and Bidder Group activity dashlets.
• Email Sent: ❌ No

✉️ Bidder Group Answers a Q&A Admin Question

• Who is notified: All Q&A Admins
• Where it's visible: Site activity dashlets for both groups
• Email Sent: ✅ Yes

📥 Bidder Group Asks a Question

• Who is notified: All Q&A Admins
• Where it's visible: Both Q&A Admin and Bidder Group activity dashlets
• Email Sent: ✅ Yes

✅ Q&A Admin Answers a Bidder Group Question

• Who is notified: Bidder Group & all Q&A Admins
• Where it's visible: Both groups' activity dashlets
• Email Sent: ✅ Yes

📚 Marked as FAQ by Q&A Admin

• Who is notified: ❌ No email sent
• Where it's visible: Appears in both groups’ activity dashlets

📤 Q&A Admin Assigns a Question to Another Q&A Admin

• Who is notified: Assigned Admin
• Where it's visible: Activity dashlet
• Email Sent: ✅ Yes

🔁 Q&A Admin Answers Assigned Question

• Who is notified: Assigned Admin
• Where it's visible: Activity dashlet
• Email Sent: ✅ Yes

🧠 FAQ & Workflow Tips

✍️ Drafting Answers (Internal Review)

Use the "Save Draft" option to store responses that need review or input before sending. When ready, edit and click Submit to post.

📌 Answering & FAQ Options

1. View the question and click Reply.
2. Add your answer
3. Choose a status:

• Answered / Open: Bidder can reply.
• Answered & Locked: Bidder cannot reply

4. To share with all bidders, click the FAQ button

⚠️ Be sure to remove personal details before marking as FAQ.

📎 Referencing Files or Folders

• Click Select, navigate to the item, then click + to attach.
• Confirm users have permission to view attachments, or it will show as "Attachment (no permissions)."

🏷️ Using Tags

• Add tags like "Tax", "Financial" to help group questions.
• Enter the tag in the Tags box and click Add.

🔒 Locking & 🗑️ Deleting Questions

Lock a Question:

1. Open the question.
2. Click Reply, then change status to Answered & Locked.
3. Click Submit to save.

Delete a Question:

• Click Delete, confirm in the pop-up to remove the question.

👤 Assigning Questions to Q&A Admins

Option 1: Default Assignee

• Go to Configure Page
• Set a default user from the dropdown, then click Save Config

Option 2: Manual Assignment

• From the Question List, click Assign next to a question
• Choose an Admin from the dropdown

📧 Assigned Admins receive an email notification.

🔍 Filtering, Exporting & Printing

• Use the sidebar to filter by: Question, Tags, Assigned, Search, From/To
• Use Export or Print buttons on the top right to save or print filtered questions

🔄 Adjust Email Frequency

To change how often activity emails are sent (default: hourly), contact us at: 📧 [support@projectfusion.com]()

Updated on: 03/07/2025