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Assigning Questions in External RFPs & DDQs

Response360 users can utilize theExternal RFPs & DDQs Module to digitize questionnaires from various formats such as Word, PDF, and Excel. Once imported, questionnaires can be answered by permitted users. This article covers assigning questions and sections for answering a questionnaire in External RFPs & DDQs.

To learn about answering questionnaires, please see our full help articles:

Please also see our full help article on Adding & Managing Questionnaires:

Note: This feature is not available by default. If interested, please reach out to your Account Manager or contact Support.

This article covers the following topics:

Navigating to a Questionnaire

First, navigate to the External RFPs & DDQs Module as highlighted in the screenshot below:

External RFPs and DDQs Module

Then click on the name of the Questionnaire you wish to assign:

External RFPs and DDQs Module/Questionnaire[R360]

Alternatively, click on the 3 dots icon in the Actions column and select the View Questionnaire option.

Assigning Questions in External RFPs & DDQs 3[R360]

Assigning an Individual Question

  1. From the Answering Screen, click on the question you want to assign. Then, within the question card, click on the Assign To add assignee icon.png icon as shown below.

    Assigning Questions in External RFPs & DDQs 4[R360]

  2. Click on the Assign To dropdown arrow and select an Assignee. You can enter an optional message for the new Assignee. Once done, click on the Assign button as shown below.

    Assigning Questions in External RFPs & DDQs 5[R360]

    Note: Assigning "On-the-Fly" is not available, you may only select existing users within the platform.

Assigning a Section

  1. From the Answering Screen, navigate to the section you want to assign and click on the Assign To add assignee icon.png icon within the section card as shown below.

    Assigning Questions in External RFPs & DDQs 7[R360]

    Alternatively, if the question card is closed, the Assign To add assignee icon.png icon will be visible in the section card.

  2. Click on the Assign To dropdown arrow and select an Assignee. You can enter an optional message for the new Assignee. Once done, click on the Assign button as shown below.

    Assigning Questions in External RFPs & DDQs 9[R360]

Unassign the Assignee

When viewing question assignees, you have the option to unassign a collaborator for a particular question.

Unassigning Collaborators from a Section

From the Answering Screen, click on Assignees as shown below, then select Unassign.

Assigning Questions in External RFPs & DDQs 11[R360]

Unassigning Collaborators from a Question

Within the question pane, click on the initials of the current assignee. Click the Unassign button to remove yourself as the assignee for the question. Once done, you will receive a success banner at the bottom right of the screen.

Assigning Questions in External RFPs & DDQs 12[R360]

Changing the Assignee

When assigning questions or sections, you have the option to change the assignee for a particular question/section or a previously assigned assignment.

  1. From the Answering Screen, click on the question you want to change the assignee as shown below.

    Assigning Questions in External RFPs & DDQs 14[R360]

  2. In the question card, to change the assignee, click on the Assignee icon as shown below. Click on the dropdown arrow to select a new Assignee. You can enter an optional message for the new Assignee.

    Once done, click on the Assign button to save your changes.

    Assigning Questions in External RFPs & DDQs 15[R360]