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Managing flagged items: best practice

Keep flagged items under control by resolving them in the answer as you draft, and working through the Health dashboard as a regular, assigned backlog.

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Written by henry brogan

Flagged items tell you where your Bid Library is missing something a tender needed. They are only useful if they get dealt with. Left alone, they pile up quickly, and a list of a hundred or more unassigned items is one nobody wants to open.

This article sets out how to keep them under control: resolve what you can in the answer as you draft, and work through the rest as a regular, assigned backlog.

Where flagged items appear

You will meet flagged items in two places, and each needs a different habit.

In the Answer Workspace

After draft generation runs, a yellow warning symbol appears under the Tools panel when BidScript has found information missing for that question. This is the question-level view.

In the Health dashboard

Go to Bid Library, open Health, and find Flagged items. Every flagged item, from every question and every project, collects here. This is the aggregate view.

Anything raised in the Answer Workspace also lands in the Health dashboard. That is why where you resolve it matters.

Resolve at the question level as you draft

This is the habit that keeps the dashboard manageable.

Draft generation can raise a flagged item on every question it answers. Generate 100 answers and you can add 100 flagged items to the dashboard in one go, on top of whatever was already there. Most of them are easiest to deal with while you are still looking at the answer they relate to.

When you see the yellow warning in the Answer Workspace:

  1. Open it under Tools and read what is missing.

  2. Decide whether the gap is specific to this tender or something your library should hold.

  3. Act on it, then mark it resolved with the green tick, or delete it if it is not relevant.

Tender-specific or library-worthy?

Specific to this tender

Information that only matters for this bid, such as a site-specific detail or a project contact. Give it to BidBot for this answer, update the draft, and resolve the flag. It does not belong in the library.

Library-worthy

Content you will need again: a policy, a certificate, a case study, a standard metric. Add it to the Bid Library or Q&A Store so every future draft benefits, or leave the flag open and assign it so it is picked up in your next library review.

Not relevant

The gap does not apply to this answer. Delete it.

Work the Health dashboard as a backlog

Whatever is not resolved in the answer ends up in the Health dashboard. Treat it as an open ticket bank: something your team works through on a regular cadence, not a list that resolves itself.

Nothing happens automatically after a flagged item is raised or assigned. Closing the gap, and then resolving the item, is always a deliberate step by someone on your team.

Triage

  1. Filter by assignee to see what is unassigned.

  2. Open each item and read its title, description, the question it relates to, and the example documents it suggests.

  3. Decide: is this a gap worth closing, or out of scope?

  4. Assign anything worth closing to the person best placed to close it. Delete anything out of scope.

Close the gap, then resolve

  1. Add the missing content. That might be a new or updated Q&A pair in the Q&A Store, or a document uploaded to the Bid Library directly or through your connected Google Drive or SharePoint folder.

  2. Return to the flagged item in the Health dashboard.

  3. Mark it Resolved.

One flagged item can need more than one fix. If several existing Q&A pairs are out of date, update them all before resolving, rather than adding one new pair alongside the old ones.

Best practice

  • Resolve or delete flags in the Answer Workspace as you draft, so only genuine library gaps reach the dashboard.

  • Keep tender-specific information out of the Bid Library. Give it to BidBot for that answer instead.

  • Set a regular cadence, such as weekly or after each submission, for working through the dashboard.

  • Never leave a flagged item unassigned after triage. An unowned item is one nobody will close.

  • Look for patterns. Several flags on the same subject usually mean one missing document, and adding it closes them all.

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