🗒️ Note: This article refers to Assignments. Depending on your label alias configuration these might display differently in your tenant. Learn more here
🔒 Note: This capability requires Feedback Management (Read / Admin) to access. Learn more here*
🔒 Note: This capability requires a feature flag to be enabled. Please contact Obzervr Support at support@obzervr.com to request enabling this.
Feedback Management allows you to efficiently review and rectify any of your forms based on user feedback.
In this article, you will learn what feedback is, how to view feedback and manage it, by assigning, commenting, changing the status, resolving, and exporting feedback, individually or in bulk — all in one place with Feedback Management.
Click any of the following links to skip ahead:
- What is feedback?
- Accessing Feedback Management
- Anatomy of Feedback Management
- Assign feedback
- View existing comments
- Comment on feedback
- Change the status on feedback
- Resolve feedback
- Export feedback
- View corresponding feedback
- Bulk manage feedback
- Filtering, sorting, and views on Feedback Management
What is Feedback?
Feedback is user-submitted suggestions on fields within an assignment. Feedback provides valuable input for improving forms from the perspective of daily end users.
How to provide feedback
On an assignment in Capture, you will be able to provide feedback on any field by clicking on the ‘⋮’ icon on the top right hand corner. Select ‘provide feedback’ and enter your feedback then click on the tick to save. This feedback will now appear on Feedback Management when the device is synced. Learn more here.
How to access Feedback Management
🔑 Note: This capability requires a feature flag to be enabled. Please contact Obzervr Support at support@obzervr.com to request enabling this.
If you have Feedback Management Read / Admin permissions, you will be able to see a new menu option on the sidebar menu. Click on ‘Feedback Management” to open it.
Anatomy of Feedback Management
The Feedback Management page is split into two panes. On the left are the configurable columns, similar to Worklist, while the right pane contains the ‘status’ and ‘assigned to’ for easy status updates and assigning to users.
Personalizing the configurable columns is done in the same way as on Worklist. Drag to reorder, resize, or change the columns you want shown using the column chooser. Learn more here.
| Legend | Name | Function |
|---|---|---|
| 1 | View name | The name of the current view, Click here to open the views dropdown for other views and managing views. |
| 2 | Configurable Columns | These columns can be changed, reordered, resizedn and customised |
| 3 | Quick filters | For easy filtering. These are ordered by the workflow an exception travels through from creation to resolved. |
| 4 | Current status | The current status of the feedback. Click on it to change the status of the feedback. |
| 5 | Current assignee | The user the feedback is currently assigned to. Click on it to change the user the feedback is assigned to. |
| 6 | Resolve / Unresolve | Appears on hover. Click on the tick to resolve the exception. |
| 7 | Comment | Appears on hover. Click on the text box icon to leave a comment. |
| 8 | Comment is present | A comment is present. Click to view comments stream. |
Assign feedback
Feedback can be assigned to a user for easy handover. This can be done for each feedback or in bulk.
Assigning feedback:
- Hover over the row.
- Click on the dropdown under the ‘assigned to’ column (5).
- On the ‘assign feedback’ pane, select the person you would like to assign the feedback to and confirm.
The feedback will now be assigned to the person you selected.
Bulk assigning feedback:
- Select the checkbox of the feedback you would like to assign (or click the topmost checkbox to select all the feedback on screen).
- Click on ‘assign’ on the top right hand corner of the screen.
- On the ‘assign feedback’ pane, select the person you would like to assign the feedback to and confirm.
The selected feedback will now be assigned to the person you selected.
💡Tip: You can assign more feedback than just the ones on your current page. To do this, select the next page and check the boxes of the additional feedback you want to assign.
View existing comments
In Feedback Management, you will be able to view the original feedback provided in Capture and view comments by others. This allows for easy handover of feedback with added context.
Viewing a comment
If a comment is present on feedback, there will be a text box icon with lines inside it on the righthand side of the page (8). Click on the text box to view the comment.
This will open the comments panel. All comments will be visible here. You will also be able to add a comment.
Types of comments:
| Comment Type | Function |
|---|---|
| Feedback | Feedback added to the field on the Obzervr Capture app. |
| Comment | This is a comment added via the Feedback or Exception Management list on Manager. |
| Resolved Comment | This is a comment recorded when the item is resolved. |
| Unresolved Comment | This is a comment recorded when the item is marked as unresolved. |
Comment on feedback
Provide comments on each piece of feedback as needed to add relevant notes.
Commenting on feedback:
- Hover over the row.
- Click on the text box icon on the right pane of the page (7).
- On the comments panel, enter your desired comment and confirm.
Your comments will now be added to the feedback.
Bulk commenting on feedback
- Select the checkbox of the feedback you would like to comment on (or click the topmost checkbox to select all the feedback on screen).
- Click on text box icon on the top right hand corner of the screen.
- On the ‘comments’ pane, enter the desired comments and confirm.
The comment will now have been added to the selected feedback.
💡Tip: You can comment on more feedback than just the ones on your current page. To do this, select the next page and check the boxes of the additional feedback you want to comment on.
Change the status on feedback
To help you manage your workflow effectively, there are several default statuses available for feedback. Statuses can be updated individually, or in bulk.
🗒️Note: The default statuses can be modified if necessary. Contact Obzervr Support to learn more.
Changing the status of feedback:
- Click on the status on the right pane of the page (4).
- Select the new status.
The status will now be updated.
Types of default statuses:
| Status | What it means | Resolved? |
|---|---|---|
| No Status | Feedback has just been submitted | Unresolved |
| Pending Action | Pending action needed to resolve feedback | Unresolved |
| Pending Review | Personnel required to review feedback | Unresolved |
| Action Required | Action needed to resolve feedback | Unresolved |
| Action Completed | Action completed and feedback resolved | Resolved |
| No Action Required | No action required and feedback resolved | Resolved |
Statuses are ordered according to the workflow as they travel from creation to resolution.
🗒️Note: ‘Action completed’ and ‘no action required’ are both considered to be resolved. Clicking on the tick for quick resolving defaults the status to ‘action completed’. To mark the feedback as ‘no action required’, you will need to change the status using the status dropdown.
Bulk changing the status on feedback:
- Select the checkbox of the feedback you would like to change the status on (or click the topmost checkbox to select all the feedback on screen).
- Click on ‘change status’ on the top right-hand corner of the screen.
- On the ‘change status’ dropdown, select the desired status.
The selected feedback will now have the status you selected.
💡Tip: You can change the status of more feedback than just the ones on your current page. To do this, select the next page and check the boxes of the additional feedback you want to change the status of.
Resolve feedback
You can mark the feedback as resolved when all needed actions have been completed. This can be done individually or in bulk.
Resolving feedback:
- Hover over the row.
- Click on the tick on the right pane of the page (6).
- Enter a resolved comment as prompted.
The feedback is now marked as resolved with the provided resolved comment.
Bulk resolving feedback:
- Select the checkbox of the feedback you would like to resolve (or click the topmost checkbox to select all the feedback on screen).
- Click on the tick on the top right hand corner of the screen.
- Enter a resolved comment as prompted
The selected feedback will now be marked as resolved with the provided resolved comment.
💡Tip: You can resolve more feedback than just the ones on your current page. To do this, select the next page and check the boxes of the additional feedback you want to resolve.
Export feedback
To assist with external management or record keeping, you can export the feedback into an Excel file.
Exporting feedback
- Select the checkbox of the feedback you would like to export (or click the topmost checkbox to select all the feedback on the screen).
- Click on ‘⁝’ on the top right-hand corner of the screen.
- Select ‘export current view’
The exported Excel file will now begin downloading.
💡Tip: You can export more feedback than just the ones on your current page. To do this, select the next page and check the boxes of the additional feedback you want to export.
Learn more here.
View corresponding assignment
For additional context, you can view the assignment the feedback was raised on.
Viewing the assignment
Click on the assignment link under the Assignment column. The assignment will open in a new tab. If you have the assignment side sheet enabled (learn more here) it will open in a side panel.
🗒️Note: You may need to add in this column if it is not already present. Learn how here.
Bulk manage feedback
Feedback can be easily managed in bulk for your convenience.
Bulk managing feedback
Select the checkbox of the feedback you would like to bulk manage (or click the topmost checkbox to select all the feedback on the screen).
💡Tip: You can export more feedback than just the ones on your current page. To do this, select the next page and check the boxes of the additional feedback you want to export.
The bulk action toolbar appears when one or more item is selected, with options for assigning, resolving, commenting, exporting, or changing the status of feedback.
| Legend | Name | Function |
|---|---|---|
| 1 | Count of items selected | Appears when one or more item is selected. Shows the number of items selected for easy bulk handling. Click ‘x’ to unselect all. |
| 2 | Assign | Assign the selected feedback to a user |
| 3 | Change status | Change the status of the selected feedback. |
| 4 | Resolve | Any selected unresolved feedback will now be resolved (with a status of ‘action completed’). Resolved feedback remains unchanged |
| 5 | Unresolve | Any selected resolved feedback will now be unresolved (with a status of ‘no status’). Unresolved feedback remains unchanged. |
| 6 | Comment | Comment on the selected feedback |
| 7 | Additional options | Provides additional options for selected feedback (Export Current View) |
Filtering, sorting, and views on Feedback Management
To help you start using Feedback Management quickly, filtering, sorting, and saving and accessing views on Feedback Management is done in the exact same way as on Worklist. This allows you to create personalized, shareable views of your data that are tailored to individual needs and preferences, providing an efficient, repeatable, and collaborative method of managing your work. Learn more about filtering and sorting, and views on Manager.
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