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FieldLogs

Submitting a Template Feedback as a Field Employee - Web

Field Employees can create and submit Template feedback

  1. Executing a Task or

  2. Viewing a Job.

Note

Template author can also create Template feedback while defining a Template.

Some scenarios where a Field Employee might submit Template feedback are given below:

  • If a Step is unclear and needs more information.

  • If a reference document/link or media file is required.

  • If a Step is outdated due to the upgrade of equipment.

  • If the position of the Step needs to be changed.

To Submit Template feedback:

  1. Select a Step to Submit feedback.

    select_step_for_feedback.png

  2. Click Open_Add_Side_Panel.png and open the side panel.

    Click_sidepanel.png

  3. Click Template_creation_icon.png to create Template feedback.

    click_template_feedback.png

  4. Enter a Title.

    Enter_Title.png

  5. [Optional] Enter Description.

    description.png

  6. [Optional] Choose a media file for any additional reference.

    Choose_a_file.png

  7. Click Create.

    click_create_feedback.png

    The Template feedback is created successfully.

    success_create.png

    Note

    Click Revert to undo all the unsaved changes.

Viewing the Template feedback

To view the Template feedback:

  1. Click the property pane to expand as shown below.

    click_the_property_pane.png

  2. Click the Template feedback icon template_feedback_icon.png.

    Click_view_feedback.png

    You can see the list of Template feedback created.

    view_feedback.png

  3. Click the eye icon eye_icon.png to update the status of the Template feedback.

    Click_eye_icon.png

    The dialog box opens which displays the details of the submitted Template feedback.

    result_of_eye_icon.png

  4. Click the downward arrow as shown below, to display all the available status change options. Choose the required status change either to In Progress, Rejected or Done.

    status_change_from_New.png

  5. [Optional] Add a comment or import a file to support the Template feedback status update.

    Add_comment_or_choose_file.png

  6. Click the Return to selection button, to go back to the viewing page of Template feedback.

    return_to_selection.png

    The Template feedback is displayed with the status update.

    Status_changes_to_done.png

Note

Template feedback created from the Web server or on the Application can be viewed here in this section.

In this section: