As the variations in required feedback stage types may be only minimal, it is possible to clone existing types, retaining all the attributes and configuration settings for service level agreements, tasks, workflow, privacy settings, etc. and apply the required changes to the new copy, thus saving time and effort.
The procedure to clone a feedback stage is as follows:
- Navigate to Quick Menu > Feedback > Configuration > Feedback Stage Type. The Feedback Stage Type Configuration window is displayed.
- Expand a feedback type heading and select an associated stage from the alphabetical list, or enter its name into the Search Stage Types field. By default the list is filtered to show Current stage types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
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- Click on Clone Stage Type. The Feedback Stage Type Configuration window is populated with all the attributes of the source stage.
- Enter a Description for the new feedback stage into the field provided 2.
- Using the Feedback type drop-down field, ensure that the selected parameter value reflects the required feedback classification i.e. Compliment, Formal Complaint or Informal Complaint.
- Using the Companies drop-down field, ensure that the selected companies are still valid for this cloned feedback stage
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- Using the Default next stage type drop-down field, ensure that the selected parameter value, if any, defining the sequential progression of the cloned feedback stage is still valid and apply any required change 3.
- Where it is permitted to bypass the sequential next stage, ensure that the Next stage override permitted tick box is activated and multi-select all alternative stages using the corresponding Permitted next stage types drop-down field 1.
- To reveal the description of private feedback stages to all permitted system users, over and above the assigned owner, ensure that the Display description if private to owner tick box is activated.
- Amend the Effective from date for this feedback stage, as required i.e. the date on which it came into effect 4.
- Amend the Effective to date if the feedback stage configuration is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the stage will never expire.
- Click on Save. The cloned stage appears in the alphabetical list, underneath the associated feedback type 5.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is de-selected.
Note
1 The Search Stage Types field will match against any element of the feedback stage description.
2 System validation rules ensure that the description entered for each new feedback stage is unique for the effective period.
3 Only stages of the same feedback type classification are available for selection.
4 The Effective from date defaults to the current system date and cannot be left blank.
5 To amend the details of an existing feedback stage, expand a feedback type and select an associated stage from the alphabetical list (or enter its name into the Search Stage Types field) and repeat steps 4 through 12. By default the list is filtered to show Current stage types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.
See related topics...
Feedback stage maintenance overview
To create a new feedback stage
