WarpCore

What you need to know

After a closing, “Complete the post-closing survey” asks one thing about each party of the engagement: did it have issues? Under Parties, the card has one row per organization the engagement records as Title, Seller, Buyer, Lender, and, when it records them, the seller's and buyer's attorneys and JV partners. A role with no organization has no row. Two organizations in one role have two rows. Under the rows, the card shows the answer of“Review any press release”, for reference. Work started before the survey changed still shows its old checklist and its two old questions beside the rows.

Each answer belongs to the organization, never to a person. The answers feed the organization's Insights and the client's track record. Notes stay on the card. Nothing is sent to anyone.

Before you start

You must be on the task, hold its job role, or be a manager of the project. Anyone else sees the rows and the answers, and no buttons.
Done is never held back by the survey. A row left unanswered stays open to answer after Done.
A task that is skipped, not applicable or removed takes no answers. A survey carried over from FileMaker as done shows no rows.

What to do

Open the engagement. In its Work panel, open “Complete the post-closing survey”. Under Parties, each row shows the role, then the organization's name.
When a party had no issues, select No issues. It saves at once.
3.
When it had issues, select Issues…. The dialog is titled with the role and the organization. Answer what you know: Pushed back on our numbers, then Reason (shown only after Yes), Responsive, and a Note. Every question may stay empty, but Save needs at least one answered.
Work on this engagement · the post-closing survey
Example · sample data
Open
Demo Contributor
You
Parties
Title · Demo Title Agency
Seller · Demo Seller Partners LLC
Pushed back · Fee
Buyer · Demo Buyer Holdings
Lender · Demo Lending Bank
Press release · Clean
1. What the answer found. Shown under the name after an Issues… answer that found something.
2. History. Every answer and change: the day, who, the role and the organization.

While the task is open, you can change an answer: select the other button, or Issues… again.

Change an answer after Done

After Done, a department manager or above can change a recorded answer. The change asks for a Reason for change, which is required. History keeps both answers.

Confirm it worked

The button you chose is pressed, and the row shows what the answer found.
History lists the answer first.
On My Tasks, the card reads, for example, 2 parties to answer, until every row is answered.

If it did not work

A row has no buttons: you are not on the task, you do not hold its job role, and you are not a manager of the project. Or the row is answered and the task is done, so only a department manager or above can change it.
A party you expect is missing: the engagement does not record an organization in that role. Add it to the engagement or its Transaction Partners.

Good to know

Where answers go: the organization's Insights shows “Questioned our numbers at the closing follow-up” and “Not responsive” by role, counted from five follow-ups. See Track record and Who can do what.