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Using Clarifications in Projects

Overview

If something in an RFP is unclear, you can send a request back to the issuer to get more information to help you complete the questionnaire. You can enter clarifications for the project and then export them into an Excel spreadsheet. After the issuer updates the spreadsheet with the needed information, you can import it into Responsive.

Clarifications can be added to either the Clarification page or at the question level.

  • Clarifications posted at the question level can also be seen in the Clarifications tab.
  • You can bundle and export all clarifications by using the Export button on the Clarifications screen inside the project.

A questionnaire is unclear about whether the question refers to one location or all your company’s locations. You can send them a clarification from Responsive to get the details.

Select the applicable tab for your edition of Responsive.

  • Viewing, Editing, and Deleting Clarifications

    1. To view the clarifications for a project, select Clarifications from the left navigation pane.
    2. On the Clarifications page, review the progress bar at the top to see how many clarifications have been resolved (resolved clarifications have a check), or click a clarification to expand it. You can:

      1. Add a comment
      2. Add a flag
      3. See the Q&A pair for a question-level clarification
      4. Enter a response
      5. Add an attachment
      6. Add a tag
      7. Click the toggle to mark the clarification answered or unanswered
      8. Save your changes
    3. To edit or delete a clarification, click the More Option icon and then select Edit or Delete.
    4. To view the Properties pane, click Properties from the More Options menu.

      • It shows who created the clarification, when it was created, any responses, and attachments.
      • If it is a question-level clarification, it also shows the section and Q&A pair, and provides links to them.
    5. To view the Comments pane, click Comments from the More Options menu. You can add a comment to the clarification, and attach files to the comment.
    6. To view the Activities pane, click Activities from the More Options menu.
      • You can see all activities or all the answer revisions by clicking the appropriate radio button on the pane.
      • You can click on an individual activity to see details about it.

    Adding Project-Level Clarifications

    1. In the project, select Clarifications from the left navigation menu.
    2. Any existing clarifications are displayed. Click Request Clarification.
    3. Enter your question and click Submit.

    Adding Question-Level Clarifications

    1. In the question, select the More Options menu and then click Clarifications to display the Clarifications tab.


      You can also click the Question Mark icon to navigate to the Clarifications tab.
    2. Select the Plus icon at the top of the pane or the Request Clarification button.
    3. Enter the clarification information, then click Submit. The question mark icon will now have a badge indicating how many clarifications exist for that question.

    Managing Clarifications

    1. You can send your clarifications to the issuer at any time. Select Export from the Clarifications page.
    2. The clarifications will be exported into an Excel spreadsheet, which you can send to the issuer.
    3. After they return the updated spreadsheet, select Import and upload it into Responsive.
    4. Select the file you want to import and then click Confirm.
    5. If the file is correct, click Confirm again. If it is not, click the red trash icon to delete it and then select another file. When you have the correct file, click Confirm. to import the changes.

      The progress bar updates and all the clarifications are marked as Answered.
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Viewing, Editing, and Deleting Clarifications

    1. To view the clarifications for a project, select Clarifications from the left navigation pane.
    2. On the Clarifications page, review the progress bar at the top to see how many clarifications have been resolved (resolved clarifications have a check), or click a clarification to expand it. You can:

      1. Add a comment
      2. Add a flag
      3. See the Q&A pair for a question-level clarification
      4. Enter a response
      5. Add an attachment
      6. Add a tag
      7. Click the toggle to mark the clarification answered or unanswered
      8. Save your changes
    3. To edit or delete a clarification, click the More Option icon and then select Edit or Delete.
    4. To view the Properties pane, click Propertiesfrom the More Options menu.
      • It shows who created the clarification, when it was created, any responses, and attachments.
      • If it is a question-level clarification, it also shows the section and Q&A pair, and provides links to them.
    5. To view the Comments pane, click Comments from the More Options menu. You can add a comment to the clarification, and attach files to the comment.
    6. To view the Activities pane, click Activities from the More Options menu.
      • You can see all activities or all the answer revisions by clicking the appropriate radio button on the pane.
      • You can click on an individual activity to see details about it.

    Adding Project-Level Clarifications

    1. In the project, click the Menu and select Clarifications.
    2. Any existing clarifications are displayed. Click Request Clarification.
    3. Enter your question and click Submit.

    Adding Question-Level Clarifications

    1. In the question, select the More Options menu and then click Clarifications to display the Clarifications tab.


    2. You can also click the Question Mark icon to navigate to the Clarifications tab.
    3. Select the Plus icon at the top of the pane or the Request Clarification button.
    4. Enter the clarification information, then click Submit.

      The question mark icon will now have a badge indicating how many clarifications exist for that question.

    Managing Clarifications

    1. You can send your clarifications to the issuer at any time. Select Export icon from the Clarifications page.
    2. The clarifications will be exported into an Excel spreadsheet, which you can send to the issuer.
    3. After they return the updated spreadsheet, select Import icon and upload it into Responsive.
    4. Select the file you want to import and then click Confirm.
    5. If the file is correct, click Confirm again. If it is not, click the red trash icon to delete it and then select another file. When you have the correct file, click Confirm. to import the changes.

      The progress bar updates and all the clarifications are marked as Answered.

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