Q&A Setup incl. Distribution

Q&A Setup incl. Distribution

SOP: Configuration of Q&A teams

Objective: To perform the configuration of question and answer teams for Q&A sessions to ensure efficient distribution of questions and answers.

Key steps:

1.       Start configuration:

·       Go to the configuration page and select the desired teams (question, selection, distribution, answer and approval teams).

2.       Click on "Save and continue configuration".

3.       Set up question teams:

·       Create the required question groups using drag & drop.

4.       Create selection:

·       Select users from each team to pre-filter the questions in the “selection” step.

5.       Define distribution:

·       Define Users distribute the questions to the appropriate answer teams.

6.       Add release steps:

·       Add release steps, e.g. release sales team first by an admin and then by management.

7.       Set up guest access:

·       Create guest access, which acts as a silent observer and has access to all questions and answers and comments.

8.       Connect the teams:

·       By moving the mouse over the team, a blue arrow appears to draw the lines and connect teams. 

9.       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.

10.   Step 3 - Edit settings: If a distribution has been set up, this step is optional!

·       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.

11.   Save and activate:

·       Save the configuration and activate the Q&A system to start the process.


Precautionary measures:

·       Make sure that the release steps and teams cannot be changed after saving.

·       Make sure the selection teams carefully review the questions before distribution.

Efficiency tips:

·       Use drag and drop to easily create and connect teams.

·       Check the settings carefully before activating the Q&A system to avoid mistakes.



    • Related Articles

    • Q&A Setup (Advanced)

      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 ...

    • Q&A Setup (Basic)

      Key steps: 1. Go to the "Q&A" button on the left side. 2. Select the steps for question and answer 3. Click on "Save and continue configuration" 4. Step 1 - Create and link teams: Drag and drop the desired users (groups) onto the question and answer ...

    • Uploading files via e-mail

      You can send files, which you encounter during your daily work, simply as e-mail attachments to the Drooms data room 'Inbox' folder, without having to start Drooms each time. When you visit your data room the next time, you can move the files from ...

    • Exporting groups and users

      While you can look up online the details and settings for a single group or a single user, the Users export provides you with a convenient and cumulative group and user overview to check upon a variety of parameters: You can either select single or ...

    • Managing groups and users

      Groups play a central role in managing permissions and what users can see and do in a data room, as the permissions are always managed on the group level, so all users belonging to a certain group will have the same permissions. If single users must ...