To create a new feedback stage

The procedure to create a new feedback stage is as follows:

1. Navigate to Quick Menu > Feedback > Configuration > Feedback Stage Type. The Feedback Stage Type Configuration window is displayed.
2. Click on New Stage Type 1. All fields are activated ready for data entry.
3. Enter a Description for the feedback stage into the field provided 2.
4. Using the Feedback type drop-down field, select a parameter value to reflect the classification of feedback received i.e. Compliment, Formal Complaint or Informal Complaint.
5. Using the Companies drop-down field, multi-select all companies for which this feedback stage is relevant, or choose the All option, as required 1.
6. Using the Default next stage type drop-down field, select a parameter value to define the sequential progression of the new stage 3.
7. Where it is permitted to bypass the sequential next stage, activate the Next stage override permitted tick box provided and multi-select all alternative stages using the corresponding Permitted next stage types drop-down field 1.
8. To reveal the description of private feedback stages to all permitted system users, over and above the assigned owner, activate the Display description if private to owner tick box provided.
9. Choose an Effective from date for this feedback stage i.e. the date on which it came into effect 4.
10. Choose an 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.
11. Click on Save 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 Upon first access, all fields are automatically activated ready for data entry; hence the New Stage Type button is inactive.

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 3 through 11. 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 clone a feedback stage

To add a task to a feedback stage

To define the automatic task path for a feedback stage

To create an SLA target for a feedback stage

To create an allocation rule for a feedback stage