To view the event history of a feedback task

The procedure to view the event history of 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, revealing a list of all chronological events undertaken for the feedback task as a timeline.
4. Use the Expand Timeline () and Contract Timeline () icons to control the scale of the chart; use the Left () and Right () scrolling arrows to navigate between adjacent events along the timeline.
5. Alternatively, click on Switch View. All events on the timeline are displayed in the Feedback Tasks History summary table 1. Certain fields are worthy of special note and are captured in the table below 2.
6. Click on Close.

Tip

1 By default, all events are displayed in chronological order (most recent at the top); to aid analysis, rows can be reordered by clicking on any of the available headings.

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 To return to the default view, with all events displayed as a timeline, click on Switch View a second time.

See related topics...

Feedback task progression management overview

To place a feedback task on hold

To insert a note against a feedback task

Using the search facility