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Submitting Template Feedback as a Template Author

As a Template Author, you can create feedback while working on your Template, to make a note of the modifications that need to be made.

During execution, users who have been assigned the Task can also log feedback to suggest improvements to the Template if, for example:

  • a Step is unclear, elements are missing, or further information on how to perform a Step is needed;

  • a reference document needs to be attached or a link is not working;

  • a Step is outdated due to any reason, such as the upgrade of equipment;

  • changes need to be made to the Step, such as its position in the Template, and so on.

Feedback can be created at the Step and Template level. After creation, it cannot be deleted.

You can submit feedback:

  • in the Templates section

  • when running or viewing a Job

Note

Feedback can also be added during the edition/publication phase.

Submit feedback in the Templates section

  1. On the main menu, go to Templates > Your Templates.

    Your_Templates_.png

  2. Select the Template for which you want to create feedback.

    Select_template.png

  3. Click Detail_Panel_Icon.png to open the property pane.

    Open_the_property_pane.png

    The property pane opens on the Step_Information_Editor_Tab.png Step Information Editor tab.

    Property_pane_opened.png

  4. Hover over the Hover.png icon. The list of tabs is displayed.

    Hover_over_the_icon.png

  5. Click the tab Template_Feedback_Creation_Tab_Icon.png Template feedback creation.

    Select_Template_Feedback_Creation.png

    The Create a new Feedback section is displayed.

    Create_a_New_Feedback_Section_-_Templates.png

  6. To create feedback for a Step, select the Step in the workspace pane.

    Select_step_add_feedback.png

    To create feedback for the Template, click Deselect_Icon.png next to the Step title to deselect the Step.

    Deselect_step.png

  7. Enter a title for the feedback in the Title field. This is a required field.

  8. In the Description field, provide additional information as needed.

  9. [Optional] Drag the file or click Choose_file_icon.png to choose a file that you want to add. You can add a picture, audio, video, or PDF file.

  10. Click Create.

    Note

    Feedback cannot be deleted.

    Before clicking Create, you can click Revert if you want to discard the feedback.

    Create_Feedback_in_Templates.png

    The feedback is created and a confirmation message is displayed at the bottom of the screen.

    Confirmation_Message_in_Templates.png

    You can view the feedback using the Template_Feedback_Icon.png Template feedback tab. For more information, see Viewing Template Feedback.

Submit feedback when running or viewing a Job

  1. Select the Step for which you want to create feedback.

    Select_Step_-_Job.png

  2. Click Detail_Panel_Icon.png to open the detail panel.

  3. Click the tab Template_Feedback_Creation_Tab_Icon.png Template feedback creation.

    Select_Feedback_Creation.png

    The Create a new Feedback section is displayed.

    Create_a_new_Feedback_-_Job.png

  4. Enter a title for the feedback in the Title field. This is a required field.

  5. In the Description field, provide additional information as needed.

  6. [Optional] Drag the file or click Choose_file_icon.png to choose a file that you want to add. You can add a picture, audio, video, or PDF file.

  7. Click Create.

    Note

    Feedback cannot be deleted.

    Before clicking Create, you can click Revert if you want to discard the feedback.

    New_Feedback_-_Job.png

    The feedback is created and a confirmation message is displayed at the bottom of the screen.

    Confirmation_Message_-_Feedback_Job.png

    You can view the feedback using the Template_Feedback_Icon.png Template feedback tab. For more information, see Viewing Template Feedback.

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