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Info

For a description of the three left-hand panels, click here: Main Data - Project.

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Excerpt

In the  Feedback tab, you can record an issue which occurred during the job's procedure. Use the drop down list to distinguish the type of issue: is it a Client approval,  a Client Complaint or Internal Nonconformity. You can also describe an action which is to be implemented within your company in order to avoid this error from happening again.

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Use the drop down list to determine the type of the issue at hand.

  • To create an approval from the client, select Client Approval.
  • To create a claim which was first reported by the client, select the Client Complaint.
  • To create a claim which reports an error about how your company managed the job, select Internal Nonconformity.
Note
  • When you create a client complaint, it can be accessed in this tab and the  Client Feedback page. To view a list of all recorded nonconformity reports such as client and internal nonconformity claims, go to Reports > Client feedback.
  • All types of issues above can only be created by a user at your company.

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An account of the incident and if necessary, the client's complaint.

Enter the text into the text box.

Note

This field is mandatory.

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The date when the claim was first entered into the system.

Manually enter the date in the appropriate date format set in System Configuration or click   calendarImage Removed   and select from the calendar.

Note

This field is mandatory.

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The user at your company who reported the issue on the client's behalf.

Click on the drop-down list and select a user.

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The reason for the error.

Enter the text into the text box.

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A proposed action or procedure to be implemented by your company in order to prevent this error from happening again.

Enter the text into the text box.

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The user at your company who caused the error.

Click on the drop-down list and select a user.

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The vendor who caused the error.

Click on the drop-down list and select a vendor.

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The last date permitted for the selected user in the Responsible for Implementation field to put the proposed corrective procedure into effect.

Manually enter the date in the appropriate date format set in System Configuration or click   calendarImage Removed   and select from the calendar.

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The user at your company who is accountable for putting the proposed corrective procedure into effect.

Click on the drop-down list and select a user.

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The date when the efficiency of the corrective procedure will be confirmed by the user selected in the Efficiency Approved by field.

Manually enter the date in the appropriate date format set in System Configuration or click   calendarImage Removed   and select from the calendar.

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The user at your company who will confirm the efficiency of the corrective procedure.

Click on the drop-down list and select a user.

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The current state of the issue.

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Target audience: Home Portal's users

 


 

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 Project Module

 


 

Job - Feedback tab

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In the Feedback tab of the job's details you can browse complaints and approvals reported by your clients added to the database by the employees of your company.

 
 

Project/Tasks/Jobs section

In the section you can view and manage jobs. You can manage properties of each job that constitutes to the project separately.

Image Added Image Added icon   
Image AddedSelect All optionThe option allows for selecting every job in the list.
Deselect All optionEvery selected job gets deselected. At least one job needs to be selected for this option to be available.
Select Vendor optionThe option allows for selecting vendors for selected jobs.
Multiple Change optionThis option allows for modifying properties of multiple items at the same time.
Job column

You can select jobs constituting for the project and edit their properties.

Edit column

Click the icon in the proper row to enable the edit mode for selected job.

Delete columnClick the icon in the proper row to remove the job from the project. 
 
 

Feedback table

In the feedback table you can browse and manage all reported complaints and approvals.

The   default  view columns provide the following pieces of information:

  • Feedback Type: There are three types of feedback in XTRF Platform:
    • Client Approval: An approval from a satisfied client.
    • Client Complaint: A client's complaints about poorly performed job.
    • Internal Nonconformity: Complaints about any internal discrepancy reported by a user at your company.
  • Added by Display Name: The name of a user who reported the complaint.
  • Added on: The date when the complaint was reported by the Home Portal user.
  • Status: Status of the issue. The available statuses are as follows:
    • Opened: The complaint is still ongoing and a user at your company needs to take an action.
    • Resolved
    • : A user at your company responded to the incident, and the
claim
    • complaint is
now
    • closed. Further actions are not needed.
  
    • Groundless
    • : A user at your company decided that the
claim
    • complaint was not covered by the warranty and actions are not needed.
 
Note

This field cannot be manually modified. To change the status, click on Image RemovedImage Removed or Image Removed, depending on the claim's current status.

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Click to review a printable version of the claim.

When you click on this, a window with the document appears.

Note

To create a client complaint template, go to Configuration > Templates > Document Templates.

 
Info

Which response buttons appear depends on the claim's current status. For example, if the status of a claim is Resolved, only Image Removed appears.  

Info

For a description of the statuses, see the table provided for the Status field.

Image RemovedClick to re-open a claim which is currently marked as "Resolved" or "Groundless".Image RemovedClick to mark that the issue included in the claim was settled and to close the claim.Image RemovedClick to mark that the claim was not covered by the warranty and to close the claim.Image RemovedClick to permanently remove the claim from the system.Image RemovedClick to modify.Image RemovedClick to apply the modifications.Image RemovedClick to terminate the modification process.
  • Description: A shortdescription of a complaint, approval or internal nonconformity.
  • Preview & Print: You can preview and print a document.
  • Edit: You can manage the complaint, approval or internal nonconformity.
  • Delete: You can permanently remove an entity.
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Add buttonClick the button to add new complaint or approval from your client or internal nonconformity.
Page navigation

You can navigate comfortably through the pages of the Feedback table.

  • To advance to a desired page, click the available page number.
  • To go to the first page, click the  Image Added  icon.
  • To go to the previous page, click the  Image Added  icon.
  • To go to the next page, click the  Image Added  icon.
  • To go to the last page, click the  Image Added  icon.
Export button

Click to format the data from the Feedback table. You can export data to the file, therefore you can use it in another application. When you click the button, the Export Data pop-up window appears.

 

UI Expand
titleExport Data Pop-up Window

Excerpt Include
Export Data Pop-up window
Export Data Pop-up window


Refresh buttonClick to update the entities in the Feedback table.
View:ViewName menuClick the menu to decide what and how information is displayed in the Feedback table. You can use the  default view or you can adjust the view to your needs.
Image Added sortingYou can click one of the icons to sort records in columns. Click the proper icon to set an ascending or descending sort order in a column.
Image Added iconClick the icon in the proper row to preview the complaint, approval or internal nonconformity and print it as a document.
Image Added iconClick the icon in the proper row to modify the details of an existing complaint, approval or internal nonconformity.
Image Added iconClick the icon to remove the complaint, approval or internal nonconformity permanently from the system.