Learn how to manage Submitted Questions in iNsight via the following functions: 

  • Search and Review Submitted Questions
  • Enter Response to Question
  • Assign Questions
  • Reassign Questions
  • Export submitted Questions
  • Bulk upload Responses
  • Mark Question Complete or as a Duplicate


Search and Review Submitted Questions

  1. Navigate to Solicitations. 
  2. Open the Solicitation with the Questions and click on the Questions section in the left navigation bar. 
  3. To sort the Questions, click the Sort drop down list. Drag and drop the sort by item to the top of the stack. 
  4. To filter the Questions, click on the Filter button and select the desired filter by items. 
  5. To view the full details for a particular Question, click on the line of the question.


Enter Response to Question

  1. Open question detail view by clicking on the question row, then click on the pencil next to the response field. 
  2. When done, click the Check mark to accept or the X mark to cancel. 


Assign Questions

To assign questions to other users, use the following methods.

TIP: If you do not see the person in the drop down list, you need to invite them to the Workspace.


  1. To assign an individual questions, click the Assign To for the appropriate Question and select the person in the drop down list. 
  2. To batch assign a group of Questions, select each question by checking the box and then clicking the Assign option in the pop up bar. Then select the person in the dropdown list and select Assign.



Reassign Questions

  1. To change the assignment of a Question, click the X next to the currently assigned person. 
  2. Select the new person in the drop down list that appears.


Export submitted Questions

  1. Select the Questions to export and click on the three (3) dots in the upper right. Select Export All.

     

  2. Open or Save the downloaded CSV file.


Bulk upload Responses

  1. Click on the three (3) dots in the upper right corner and select Upload Answers. 
  2. Upload the CSV file with the answers by Drag-and-drop or by browsing for the file. 
  3. Click Upload to proceed with the file import. If a different file needs to be selected, click Cancel. 
  4. A success message will appear when the import is done.


Mark Question Complete or as a Duplicate

  1. Navigate to Solicitations. 
  2. Open the Solicitation with the Questions. 
  3. To Mark as Complete, check the box for the question(s) and then click on the Mark as Completed button. 
  4. To Mark as Duplicate, check the box of the question(s) and then click on the Mark as Duplicate button.


How to extend the due date for Questions

  1. To modify the date, click on the pencil icon on the right side of the Key Milestones panel of the Solicitation Summary view. 
  2. Edit existing Milestone date by clicking on the calendar icon. Save changes when you are done.