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FieldLogs

Viewing Template Feedback

You can view the Template feedback of all the Templates and also of a specific Template.

You can view the following:

  • The feedback that you created while working on your Template.

  • The feedback added during the edition/publication of the Template.

  • The feedback logged by Field Employees while running the Job.

Feedback can be added at the Step and Template level.

View the feedback added for a specific Template

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

    Select_Your_Templates.png

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

    Select_template_for_viewing_feedback.png

  3. Click Detail_Panel_Icon.png to open the Property Pane.

    Click_to_open_property_pane.png

  4. Hover over the Hover.png icon to view the list of tabs.

    Hover_-_view_tabs.png

  5. Select the tab View_Template_feedback_icon.png Template feedback.

    Template_Feedback_Select.png

    The Template Feedback section is displayed.

    Template_Feedback_section.png

    In this section, you can do the following:

    • Perform a search.

      Search_by_feedback.png

      You can search for a feedback by using a keyword or the identification number of the feedback.

      Each Template feedback has a unique identification number.

    • Sort the feedback.

      Sorting.png

      Select the checkbox corresponding to the option on which you want to sort the feedback. You can make more than one selection. If you select multiple checkboxes, the feedback is sorted on the first option that you select, then by the second option, and so on.

      You can also specify the order of sorting by clicking Ascending_order.png or Descending.png next to the option. This sorts the feedback on the selected option, in ascending or descending order.

    • Filter the feedback by status.

      Filter_feedback.png

      The feedback status can be New, In Progress, Rejected, or Done. Click on a status to filter the feedback by it. A selected filter is underlined and only the feedback with that status is displayed.

    • View the feedback.

      Click View_feedback_.png to view the feedback.

      Click_to_view.png

      The feedback is displayed.

      Feedback_section.png

      In this section, you can:

      • Change the feedback status.

        Feedback_status.png

      • Add comments.

        Add_comment.png

      • Add a file (picture, audio, video, or PDF file).

        Add_file.png

      Click Return to selection to return to the feedback list.

      Return_to_selection.png
View the feedback of all Templates

  • On the main menu, go to Templates > View_Template_feedback_icon.png Template feedback.

    Template_Feedback_Submenu.png

    The Template Feedback page is displayed.

    Template_Feedback_page.png

    This page displays the feedback available for all the Templates.

    In this page, you can:

    • Perform a search.

      Search_by_feedback__page.png

      You can search for a feedback by using a keyword or the identification number of the feedback.

      Each Template feedback has a unique identification number.

    • Filter the feedback by Templates.

      Sort_on_template.png

      Select the checkbox corresponding to the Template name. You can make more than one selection.

    • Choose the view mode.

      View.png

      From the dropdown list, select Classic View or Suite/Package. Selecting Suite/Package groups the feedback according to the Suite and Package.

    • Sort the feedback.

      Sorting_dropdown.png

      Select the checkbox corresponding to the option on which you want to sort the feedback. You can make more than one selection. If you select multiple checkboxes, the feedback is sorted on the first option you select, then by the second option, and so on.

      You can also specify the order of sorting by clicking Ascending_order.png or Descending.png next to the option. This sorts the feedback on the selected option, in ascending or descending order.

    • Filter the feedback by status.

      Filters.png

      The feedback status can be New, In Progress, Rejected, or Done. Click on a status to filter the feedback by it. A selected filter is underlined and only the feedback with that status is displayed.

      Status_feedback.png

    Note

    The Sort by, Filter by Status, and Filter by View Mode options in Template Feedback are retained across browser sessions.

    You can also select a feedback to view its details.

    Select_to_view_feedback.png
    Details_on_the_right_pane.png

    In this section, you can:

    • Change the feedback status.

      Feedback_status.png

    • Navigate to the associated Template.

      Go_to_template.png

    • Add comments.

      Add_comment.png

    • Add a file (picture, audio, video or PDF file).

      Add_file.png

    The option Go to Job is available if a Field Employee has submitted feedback.

    Go_to_job.png
    GoToJobScreen.png

    You can view the User's observations in the context of the feedback creation.

In this section: