View Q&A by

In the View Q&A By filter, users can select a view for question & answer review based on requirements.

To apply View Q&A By filter, follow these steps:

  1. Navigate to the Q&A Module via the navigation grid on the top left corner of the screen.
  2. Select the Q&A section and click the View Q&A By dropdown menu.
  3. This dropdown menu allows users to choose how they want to apply filter and search questions.
  4. Select the available options such as: Date, Subject Matter, Issue Level, Company, Index.
  5. Based on user requirements, select one of the options.
  6. If the user needs to review, the user has the option to make their selection the default view:
    • Set Default: This will set the selected view as the default for the current session.
    • Set Default for All Rooms: This will make the selection the default for all rooms, not just the current one.
  7. After selecting the view Q&A by options, click the Select button to apply the changes, these changes will reflect at the top of the Index pane, or click the Cancel button to discard the changes.
  8. After applying the selection from options, the user can see the folder, based on the selections.

Ask a Question

Ask a question can be done from three dots menu next to checkbox in Document module or directly from the Q&A module. Questions that are related to a specific document should be created.

To create a Document Specific Question, follow these steps:

  1. Navigate to the Document Module and select the Document section.
  2. Open the Document Activities menu for that specific document by right-click on it or by click on the three-dot menu, next to book icon.

  3. Click the Ask a Question, the Ask a Question window will open.
  4. The fields that show will depend on the Q&A settings. For additional information, please see the section on Q&A Settings.
  5. If necessary, indicate the applicable subject matter and issue level.
  6. Type your question into the textbox.
  7. Once done, click the OK button and the question will appear in the grid view.

To create a general Question, follow these steps:

  1. Navigate to the Q&Amodule, select Q&A section from the left vertical menu.
  2. Click the Ask a Question button from the top menu bar above the index panel.
  3. The Ask a Question window will open.
  4. The fields that show will depend on the Q&A settings. For additional information, please see the section on Q&A Settings.
  5. If necessary, indicate the applicable subject matter and issue level.
  6. Type your question into the textbox.
  7. Once done, click the OK button and the question will appear in the grid view.