How do I use Ask an Expert in the responding workflow? Often certain questions will need to be sent to an SME to provide an added level of expertise. Perhaps you have a technical team that helps you respond to System Security questions or a legal department that provides answers about State or Federal regulations.
It's easy to send a specific question to an SME. No account registration is necessary when utilizing the "Ask an Expert" function. Your colleagues will receive an email notification asking for their expertise that will take them directly to the question to provide their answer. Email notifications are sent at the top of the hour. For example, if you send the request at 9:30 am, the SME will receive the notification at 10 am.
To assign a question to a Subject Matter Expert, click inside the answer section of the question you need to be answered in your RFP. To the right of the page, the Action Menu populates. Click on Workflow, the center tab option, then "Ask an Expert" at the bottom of the menu.
Another text box will open to be completed with information such as email of the SME and deadline dates you can set. The SME will receive a notification that contains the question immediately.