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Using clarifications in projects

Overview

If you and your team have questions about something in a questionnaire, you can use clarifications to compile your questions and return them to the questionnaire issuer to get more information to help you complete it.

  • 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.

For a visual guide, review the Academy course on Clarifications.

Select the applicable tab for your edition of Responsive.

  • Viewing, editing and deleting clarifications

    1. Select Clarifications from the left navigation pane. Any existing clarifications are displayed.
    2. 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. Click the More Options menu to view more options. You can:
      • Click Properties to view the Properties pane.
        • You can see who created the clarification, when it was created, any responses to it, and attachments.
        • If it is a question-level clarification, it also shows the section and Q&A pair and provides links to them.
      • Click Comments to add a comment to the clarification or attach files to the comment.
      • Click Activities to view the Activities pane.
        • You can see all activities or all the answer revisions by clicking the appropriate radio button on the pane.
        • Click an individual activity to see details about it.
      • Click Edit to edit a clarification.
      • Click Delete to delete a clarification.

    Adding project-level clarifications

    1. Select Clarifications from the left navigation pane. Any existing clarifications are displayed.
    2. Click Request Clarification.
    3. Enter your question and click Submit.

    Adding question-level clarifications

    1. Do one of the following to display the Clarifications tab:
      • Click the More Options menu next to the question and select Clarifications.
      • Click the Clarifications icon associated with the question.
    2. Click the Request Clarification button at the top of the pane and enter the clarification information.
    3. Click Submit. The Clarifications icon displays badge indicating how many clarifications exist for that question.

    Importing and exporting clarifications

    You can send your clarifications to the issuer at any time by exporting them to Excel.

    1. Select Clarifications from the left navigation pane, then click Export on the Clarifications page.
    2. The clarifications will be exported into an Excel spreadsheet that you can send to the issuer.
    3. After they return the updated spreadsheet, click Import and follow the prompts to upload it into Responsive.
    4. Click Confirm. 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. Select Clarifications from the left navigation pane. Any existing clarifications are displayed.
    2. 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. Click the More Options menu to view more options. You can:
      • Click Properties to view the Properties pane.
        • You can see who created the clarification, when it was created, any responses to it, and attachments.
        • If it is a question-level clarification, it also shows the section and Q&A pair and provides links to them.
      • Click Comments to add a comment to the clarification or attach files to the comment.
      • Click Activities to view the Activities pane.
        • You can see all activities or all the answer revisions by clicking the appropriate radio button on the pane.
        • Click an individual activity to see details about it.
      • Click Edit to edit a clarification.
      • Click Delete to delete a clarification.

    Adding project-level clarifications

    1. Select Clarifications from the left navigation pane. Any existing clarifications are displayed.
    2. Click Request Clarification.
    3. Enter your question and click Submit.

    Adding question-level clarifications

    1. Do one of the following to display the Clarifications tab:
      • Click the More Options menu next to the question and select Clarifications.
      • Click the Clarifications icon associated with the question.
    2. Click the Request Clarification button at the top of the pane and enter the clarification information.
    3. Click Submit. The Clarifications icon displays badge indicating how many clarifications exist for that question.

    Importing and exporting clarifications

    You can send your clarifications to the issuer at any time by exporting them to Excel.

    1. Select Clarifications from the left navigation pane, then click Export on the Clarifications page.
    2. The clarifications will be exported into an Excel spreadsheet that you can send to the issuer.
    3. After they return the updated spreadsheet, click Import and follow the prompts to upload it into Responsive.
    4. Click Confirm. The progress bar updates and all the clarifications are marked as Answered.

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