SOP:
Setting up a Q&A with several question teams and answer teams
Objective:
To set
up a Q&A system where multiple question teams and answer teams are selected
and configured to efficiently handle questions and provide answers.
Key
steps:
1. Go to the "Q&A" button
on the left side.
2. Define the workflow: Select the
basic steps you need. By default, question and answer teams are preselected.
3. click on "Save and continue
configuration".
4. Step 1 - Create and link teams: Drag
and drop the question teams into the question field on the left-hand side.
5. create answer teams: Create the
answer teams on the right-hand side, e.g. legal, management, sales team. Assign
the corresponding users to the teams, either individual users or the entire
team, using drag-and-drop.
6. Step 2 - Assign index points: Assign
the answer teams to the index points that they need to answer questions about.
Assign teams to specific folders or documents so that the questions are
automatically assigned to the correct team.
7. Step 3 - Edit settings: Customize
the settings for each team. This includes access and exclusion date, question
limit, visibility of questioners and teams, forwarding of questions to other
answer teams and creation of FAQs.
8. Save and activate: Save the
configuration and activate the Q&A to set the workflow. Click
"Activate" to start the Q&A system and accept questions.
Precautions:
· Make sure that the teams are
configured correctly to ensure smooth processing of questions and answers.
· Once the Q&A has been activated,
the basic steps can no longer be changed.
Tips for
efficiency:
· Use drag-and-drop features to
quickly assign teams and users.
· The team settings can be edited at
any time and additional users can be added.
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