Add comments, documents, or assign an indicator
Adding comments and documents is a way to provide additional information to an assessment response. You may be asked to provide documentation in order to present more evidence. You can choose to assign an indicator to a colleague to provide a more in depth and accurate answer. This feature adds the assignee as an account to your profile.
Add comments
- Click the overflow icon
to the right of the question text in the assessment. - Click Add comments.
- Type your comments in the box.
to the right of the question text in the assessment.The Comments box is displayed below the indicator text.
Add documents
- Click the overflow icon to the right of the question text in the assessment.
- Click Add documentation.
- Choose the file from your files to upload.
Your document is added to that question.
If these options do not display in the overflow menu, it means that comments or documentation uploads are not enabled for that question. Contact your requesting buyer to know more.
Assign answerer
To assign a colleague to answer specific indicators, use the Assign Answerer feature.
- Click the overflow icon to the right of the indicator text in the assessment.
- Click Assign answerer.
The Assign to dialog box is displayed.
- Select an account in your company profile from the drop-down.
- If you do not have other profile accounts, select “Invite new assignee” to create a new “Answerer” account.
- Add the name and email of the colleague you would like to assign.
- Click Assign.
An email is sent to the email provided.
The new assignee's account defaults to Answerer. After the account is created, its type can be changed.
- To unassign the indicator, click the X next to the assignee's email below Assigned to:
The assignee no longer has this indicator in their account to answer.
