To complete a stage within a feedback case

The procedure to complete a stage within a feedback case is as follows:

1. Using the Advanced search spy-glass (), select Feedback Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Feedback Case Details window is displayed.
3. Click on Stage Actions. The Feedback Stage Actions window is displayed.
4. Using the Select action drop-down field, select the specific status progression value of Complete Stage 2.
5. Click on Next. The Complete Feedback Stage window is displayed.
6. Using the Completion Reason drop-down field, select a parameter value to qualify the circumstances surrounding the completion of the current feedback stage i.e. denoting that all component tasks within the stage have been completed.
7. Use the Notes field to add contextual data in support of the feedback stage being completed.
8. Click on Save. The status of the feedback stage is set to Complete 3.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, business area, stage, company, status) to ensure that the correct feedback case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 It is only permitted to complete the current stage in a feedback case where the status is set to Mandatory Complete i.e. no inherent tasks are flagged as mandatory or all mandatory tasks have already been completed.

3 All tasks linked to the feedback stage are automatically marked as completed.

See related topics...

Feedback stage progression management overview

To cancel a stage within a feedback case

To link a new stage to a feedback case

Using the search facility