Overview

Authors are responsible for responding to questions that they have been assigned. They can be assigned individual questions as well as entire sections.

• You can assign individual users or teams as authors.
• You can also use the auto-recommend authors and reviewers (SME dictionary) feature to auto-suggest users when assigning authors and reviewers to questions or sections.
• See Assigning Authors to Questions Within Sections and the Tools for Assigning Authors and Reviewers Academy course for more information on assigning authors.

Permissions

You must have access to Organization Settings to set up the Using the auto-recommend authors and reviewers (SME dictionary) feature feature.

Assigning authors to sections

There are multiple ways to assign authors to sections.

Assigning authors from the Author column

You can use this process to assign an author to sections if there are no existing authors.

1. Click the Add icon in the Authors column for that section.
   
2. Select the due date and time, then add the author(s).
   Note: When you enter an author, the Queue and Notify Later toggle turns on automatically. Turn off the toggle if you want to immediately notify owners.
   
3. Begin typing the author's name, or enter %, to see a list of possible authors.
   Note: You can click the More Options link to open the Manage Users pane to see more options.
4. Click Add.

Assigning authors from the Manage Users pane

You can use this process to assign additional authors to sections.

1. Click the More Options menu next to the section to open the Manage Users pane.
   
2. Begin entering the name of the first author. The system will suggest a list of users that meet your criteria. You can also enter "%" to see a list of possible authors. An author can be a person or a team.
3. You can click the Help me choose authors link to search and add users/teams. You can see the available authors, their role, how many projects they are associated with, and how many sections and questions they have been assigned.
   
4. You can search for an author, or use the filter options to narrow down your search for the most appropriate authors. Select the checkboxes for each author you want to add to the section, and then click Select.
   
5. You can search for users from the Search Users text box. To add users, select the checkbox associated with them, then click Submit to add the authors.
   
6. When you enter an author, advanced options are displayed. Enter a message for the authors, specify if it should be delivered immediately or queued, and indicate if the message should be tracked as a comment.
7. Optionally you can send a message to the author(s) by entering it in the Message Authors box. Switch the Track as Section Comments toggle on to track this message in section comments.
   You can click Queue & Notify Later if you will be making multiple assignments for the same people. They will receive one email with all their notifications. Click Save to assign the author(s) and send an instant notification.
8. Specify the due date and time.
9. Click Save.

Click the dots in the video below for details.

Assigning authors to sections in bulk

You can assign one or more authors to multiple sections at once.

1. Select the checkboxes of the questions you want to assign and then click Manage Users.
   
2. Select a radio button based on the action you want to perform:
   
   • Assign Authors: Assign authors if no authors are currently assigned to the questions.
   • Reassign Authors: Remove the existing authors and assign different ones.
   • Remove Authors: Remove the existing authors without assigning different ones.
3. Begin typing the name of the person or team you want to add as an author.
   Note: You can type % to see a list of available authors, or click the Help me choose authors link to search and add users/teams.
4. Select the person or team that you want.
5. You can add a due date and time if necessary.
6. Click Save.

Removing authors from sections

When an author is assigned, they are added to the section without replacing the existing authors; you must remove authors manually.

1. Click the More Options menu for the section and select Manage Users.
   
2. Click the Remove icon next to the author to remove them, then click Save.
   

Using the Auto Recommend Author and Reviewer feature

Note: Contact support@responsive.io to access this feature or request enablement .

The Auto Recommend Author and Reviewer feature is an additional feature that lets you assign SMEs as authors or reviewers to sections and questions in a project.

You can also define keywords and associate them with SMEs, so those SMEs will be recommended as authors and reviewers for questions containing the defined keywords.

See Using the auto-recommend authors and reviewers (SME dictionary) feature for more information.