Target audience: Home Portal's users

 


 

 Project Module

 


 

Job - Feedback tab

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.

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Select 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 complaint is closed. Further actions are not needed.
    • Groundless: A user at your company decided that the complaint was not covered by the warranty and actions are not needed.
  • Description: A short description 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.
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   icon.
  • To go to the previous page, click the   icon.
  • To go to the next page, click the   icon.
  • To go to the last page, click the   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.

 


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.
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.
 iconClick the icon in the proper row to preview the complaint, approval or internal nonconformity and print it as a document.
iconClick the icon in the proper row to modify the details of an existing complaint, approval or internal nonconformity.
iconClick the icon to remove the complaint, approval or internal nonconformity permanently from the system.