Feedback Report - Client Approval - Job

License Agreement

This article presents the features available in the Ultimate plan of XTRF Translation Management System. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Translation Management System and gain access to the additional features, contact your XTRF Customer Success Manager .

Target audience: Home Portal's users

Project Module

Feedback Report
In the Feedback tab, you can record an issue which occurred during the job's procedure. Use the drop-down menu to distinguish the type of issue: is it Client Approval, Client Complaint or Internal Nonconformity . Y ou can also describe an approval in order to remember client gratification from satisfied actions.
Feedback Type drop-down menu	Use the drop-down menu to determine the type of the issue. Select Client Approval, to create an approval from the client, . Select Client Complaint, to create a complaint which was first reported by the client, . Select Internal Nonconformity, to create a complaint which reports any discrepancy in internal processes in your company. Creating Feedback When you create a client approval, it can be accessed in this tab and the Client Feedback page. To view a list of all client approvals and client or internal nonconformity complaints, go to Client Feedback section in the Reports module. Client Approval can be created by a client in the Customer Portal or by a Project Manager in the Home Portal based on client request.	Legend Follow the legend below to find out how to configure settings appropriately in the Home Portal: Required setting: This setting has to be filled to create the entity. Required and unique setting: This setting has to be filled to create the entity, moreover, the content of this setting has to be one of a kind. Auto-selected setting: If none of the options is selected, the system automatically selects the default or first in the list option. Optional setting: This setting is not required to create an entity.
Description field	Provide the description of the issue in the field.
Added on field	You can set a date when the complaint was first entered into the system by: Manually entering the date in the appropriate date format Clicking the icon and selecting the date from the calendar.
Added by drop-down menu	The user at your company who reported the issue on the client's behalf.
Cause of Discrepancy/Comments field	In the field you can provide what contributed to the approval.
Measures Taken field	A proposed action or procedure to be implemented by your company, if any.
Related Tasks section	The task which is associated with the client approval. Use the drop-down menu to select a task. You can also use: Add all option to add all tasks from the list, Remove all option to remove any selected task.
Related Users section	Select a user at your company who could contribute to the client approval. You can also use: Add all option to add all users from the list, Remove all option to remove any selected user.
Related Vendors section	The vendor who could contribute to the client approval. Use the drop-down menu to select the vendor. You can also use: Add all option to add all vendors from the list, Remove all option to remove any selected vendor.
Deadline for Implementation field	The last date permitted for the selected user in the Responsible for Implementation field to follow up the client approval. You can set a date by: Manually entering the date in the appropriate date format Clicking the icon and selecting the date from the calendar.
Responsible for Implementation section	The user at your company who is accountable for making reference to the client approval. Select a user from the drop-down menu. You can also use: Add all option to add all users from the list, Remove all option to remove any selected user.
Efficiency Approved on field	The date when the efficiency of the follow-up procedure is confirmed by the user selected in the Efficiency Approved by field. You can set a date by: Manually entering the date in the appropriate date format Clicking the icon and selecting the date from the calendar.
Efficiency Approved by drop-down menu	The user at your company who confirms the efficiency of the follow-up procedure. You can select the user from the drop-down menu.
Status field	The current status of the issue. The status can be: Opened: The approval is not investigating and a user at your company needs to take action. Opened status is set by default. Resolved: A user at your company responded to the approval, and the feedback is now closed. Further actions are not needed. This field cannot be manually modified. To change the status, click the Mark as Resolved or Mark as Opened button depending on the approval's current status.



Mark as Open button	Click to re-open a approval which is currently marked as Resolved. The button becomes available after the approval is saved.
Mark as Resolved button	Click to mark that the issue included in the approval was settled and to close the approval. The button becomes available after the approval is saved.
Delete button	Click to permanently remove the approval from the system. The button becomes available after the approval is saved.
Edit button	Click to enable the edit mode.
Save button	Click to apply the modifications.
Save and Exit button	Click to apply the modifications and return to the Feedback tab.
Exit button	Click to return to the Feedback tab.