To complete a feedback task

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The procedure to complete a feedback task is as follows:

  1. Using the Advanced search spy-glass (), select Feedback Task as the Result Set and Criteria Set category, and enter the Task ID as the search criteria 1.
  2. Double-click on the row containing the exact record match or use Refine Search to enter alternative criteria. The Feedback Task Details window is displayed.
  3. Click on Complete Task 2. The Complete Feedback Task window is displayed.
  4. Using the Completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the completion of the feedback task e.g. Initial acknowledgement letter dispatched.
  5. Use the Notes field to add contextual data in support of the feedback task being completed.
  6. Using the Late completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the SLA target completion date having been exceeded for the feedback task; the corresponding Late completion notes field can be used to capture contextual data in support of the SLA breach 3.
  7. Click on Save. The current status of the feedback task is set to Complete and the End date is stamped with the current system date.


Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, type, stage, description, status) to ensure that the correct feedback task is returned; an alternative Criteria Set of Feedback Case may be selected to extend the available search fields.

2 This option is active only for feedback tasks that are currently in progress.

3 These fields are activated only in the instance where the SLA target date for the feedback task has expired.


See related topics...

Feedback task progression management overview

To cancel a feedback task

To place a feedback task on hold

Using the search facility