Once a Q&A record is created, you have the flexibility to edit and update it as needed. Users who have Answer Library Write permissions can manage Q&A records by editing, changing statuses, and deleting as required.
To learn more about creating a Q&A record, please see our full article below:
This article covers the following topics:
Managing Q&A Records
1. Navigate to the Answer Library Module, click on the 3 dots for the intended record, and select View Record as shown below. Alternatively, you may also click on the question itself to view the Q&A record.
Editing a Q&A Record
2. Click Edit to amend the Q&A information shown below.
3. You can edit the Question, Answer, Reference Files, Parent Question, and Answer Notes within the applicable box. Click on the Save button to confirm as shown below.
Editing Q&A Details
1. Click Edit to amend the Q&A details shown below.
2. Within the Edit Details Window, edit the Partner, Product, Questionnaire, Section, Subsection, Question ID, and any other custom fields if applicable. Click on the Save button to save the changes as shown below.
Note: Please reference our full help article for more information on adding Answer Library custom fields, here.
Deleting a Record
Answer Library users who have Write permissions can also delete Q&A records in order to remove them from the Answer Library
1. Navigate to the Answer Library Module, click on the 3 dots for the intended record, and select Delete as shown below.
2. A warning message will pop up. Click Delete to proceed
Bulk Delete Q&A Records
By using our bulk change function, Answer Library users with Write permissions can bulk delete multiple Q&A records at once.
1. Click on the Bulk Actions icon and select Bulk Delete as shown below.
2. Click the checkbox(s) associated with the intended Q&A record(s) you want to delete or click on the column header to select all Q&A records. Once selected, click on the Bulk Delete button to confirm as shown below.
3. A warning message will pop up. Click Delete to proceed