Following up with the Responder

There are two ways to follow up with the responder, one on a question level and one on a project level:

Project level follow-up

1. You can follow up / ask a question on a full questionnaire level by navigating to "Summary" tab. 
2. Type in the question in the text box and click "Follow-up with Responder".
   
   

Question level follow-up:

Once the responder has submitted the project, you can send a message to the responder about a particular question

1. Navigate to the "Diligence" > "Projects" > "In-Progress" tab.
2. Select a project row.
3. In the "Questionnaire" tab, navigate to the "Follow-up" icon on the right of the question. This follow up will be on a question level.
   
   
   
   Please note that the status "Follow-up" has now been removed, and the projects will no longer be in the follow-up status. We have introduced "Follow-up" as a sub status to help you easily identify projects with followups.
   
   
   
   
4. When you click on followup, you have 2 options:
   • Chat with the responder : You can use the followup to discuss/clarify questions with the responder without them making edits to the response.
   • Allow edits: Click "Allow Response Revisions" to allow the responder to edit the response.
     
     
     
     After sending a follow up on a Q/A with 'Allow Response Revisions' enabled, only that specific Q/A will enter follow-up mode. You'll see the following message until the responder submits revised responses. Meanwhile, you can continue reviewing, flagging, and scoring other responses.
     
     

Explaining the follow-up icon:

1. The Follow-up icon has been changed to
2. The Blue Follow-up icon indicates that your firm has sent follow-up messages and are awaiting reply. The number is the count of unresolved messages in the follow-up thread.
3. An orange dot over a follow-up icon means there are un-replied follow-up messages in the thread
4. A green check mark over a follow-up icon means all follow-up conversations on the question are resolved

Project filters: 

We have introduced 3 new filters in order to help you find the right questions with follow-ups: 

1. Open Follow-ups: This filter will help you identify the questions where follow-ups are not resolved. You can use the sub filters to identify different types of questions:
   
   All : This will show you all the questions where there is a followup
   Awaiting Follow-up responses : This will show you all the questions where you have sent a followup to the responder and they have not yet responded back.
   Received Follow-ups : This will show you all the questions where you have received a follow-up from the responder and waiting for your response.
   
   
   
   You can resolve the follow-ups individually or all follow-ups for the question together, as shown below.
   
   
   
   
   
2. Resolved Follow-ups: This filter will help you filter out the questions where follow-ups are resolved and closed. You can choose the type of questions you would like to see.
   
   All : This will show you questions where all the follow ups are resolved.
   Externally Resolved Follow-ups : This will show you all the questions where follow-ups were resolved by the responder
   Internally Resolved Follow-ups : This will show you all the questions where follow-ups were resolved by the internally by any user of you firm
   
   
   
   You will also see the name of the user who resolved it, along with the date and time stamp. Please note that follow-ups are automatically resolved when responses are updated by the responder.
   
   
   
   
3. Responses with Revisions: This filter helps you find the questions where responses were updated by the responder. Click on "View Revisions" below the response, and this will show you all the changes made to the response.
   
   
   
   You can also see all the revisions in the "Revisions & History" tab. To see the revisions, click on "Show History" and to download all the revisions, click on the "Export" tab on the right.
   
   

How do I view follow-ups on projects?

To view all the projects where follow-ups have been added, please navigate to the project grid (Diligence > Projects) and click on "Follow-ups & Action Items".

1. Awaiting Follow-up Responses: This filter shows you the projects where you have sent follow-ups to the responders and waiting for their response.
2. Received Follow-ups: This filter shows you the projects where you have received a new follow-up or replies to your follow-ups from the responders.
3. Externally Resolved Follow-ups: This filter shows you the projects where the follow-ups were resolved by the responder.
4. Internally Resolved Follow-ups: This filter shows you the projects where the follow-ups were resolved by users from your team/firm.
5. Responses with Revisions: This filter shows you the projects where changes are made to the responses.

Video Explanation: