There are two ways to follow up with the responder, one on a question level and one on a project level:
Question level follow up:
Once the responder has submitted the project, you can send a message to the responder about a particular question
- Navigate to "Diligence" > "Projects" > "In-Progress" tab
- Select a project row
- 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.
- OR click on the "3-dot" menu to the right of the question and select "Follow up".
Please note : When you "follow-up" with the responder at a question level, the project status will be changed to followup and the responder will get access to change the responses.
Project level follow-up
- You can also follow up / ask a question on a full questionnaire level by navigating to "Summary" tab.
- Type in the question in the text box and click "Follow up with Manager".
Please note : When you "follow-up" with the responder at a project level, the project status will remain the same and the responder will NOT get access to change the responses.