We need to get an automatic alert when we’ve been assigned a follow up. We recommend you use QuestionPoint's notification feature. Your QP account administrator can set this up at Administration >> Institution >> Settings >> E-mail Notification. This is for institution-level notification. However, if your administrator assigns a follow-up session to you, specifically, then you should get an e-mail in your e-mail inbox without any set-up. Check your home page (My QuestionPoint) settings (click the Settings link) to be sure your e-mail is current.
How long are statistics/reports retained? Activity statistics are displayable from the time your QuestionPoint subscription began. From the home page, go to Reports and click the Institution link (or Librarian or Group), and select an option from the Activity area. All activity can be displayed librarian by librarian (if you are an institution administrator) or institution by institution (if you are a group administrator). Or you can see one particular activity for the entire list of librarians or institutions. You will need to choose a daily or monthly report.
Transcripts of chat sessions or e-mail transactions (questions and answers) are kept for 90 days in the current database. After that time, all transactions and transcripts are available via the Ask >> Review Transcripts >> Offline review area. Information on reporting is available at http://questionpoint.org/support/documentation/gettingstarted/qp_reviewoffline_ref.pdf, http://questionpoint.org/support/documentation/gettingstarted/qp_reviewonline_ref.pdf, and http://questionpoint.org/support/documentation/gettingstarted/qp_reports_ref.pdf.
We must be able to sort and categorize Knowledge Base records. The QuestionPoint knowledge base provides the ability to categorize records at a high level as a research type (FAQ, Bibliography/Pathfinder, Research, Ready Reference, Community Information), to assign a subject class (selecting from drop-down menus that present LC Class Headings), and to enter your own keywords into Keyword fields. The last, especially, enables the library to tag KB records for certain user groups, as certain question types, or even to assign subject headings from any classification system or controlled vocabulary.
If you have any questions about these features, please contact Paula Rumbaugh at email@example.com.