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. 
     
     

     You can resolve the follow-ups individually or all follow-ups for the question together, as shown below.