To insert a note against a feedback task

The procedure to insert a note against 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 History. The History tab is activated.
4. Click on New Note. The Feedback Task Note window is displayed.
5. Enter the Details of the new feedback task note into the field provided.
6. Click on Save. The new note is displayed as a discrete event in the Task History graphical timeline (and within the Feedback Tasks History summary table), including the date stamp and name of the end user by whom it was created 2. All such events are labelled as Note.

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 Automatically recording this information against each task note maintains a full audit history of all supporting activities, capturing the correct timeline of events.

See related topics...

Feedback task progression management overview

To view the event history of a feedback task

Using the search facility