Who is this article for?

Users who need to create Feedback records.

Feedback_Createor higher permissions are required.

Feedback items are used to track submitted bugs, questions, and suggestions, helping to facilitate two-way communication between Users and the organisation. This article will walk you through how to log new Feedback records.

1. Feedback list

To access Feedback records:

1. Open the Go To... menu.
2. Hover over 'Feedback▼'.
3. Select 'Search' (under 'Find Items').

You will be taken to a list of all Feedback items logged on your site.

2. Logging a Feedback item

To log an item:

1. Open the Feedback list.
2. Click 'Feedback▼'.
3. Select 'Log a new Feedback item'.
   You will be asked to select the Feedback type.

You will be taken to a 'New Feedback' screen where you'll be asked for additional information.

• Details - Add identifying information for the Feedback, like a Reference ID that you could use in communication about the feedback, and a Description.
• Contacts - Add people who may want to be informed about the progress of the Feedback item.
• Confirm - Review the information provided in the previous sections.

Once you click 'Finish & Save', you'll be taken to the notebook page for the item.

3. Modifying a Feedback item

To modify a Feedback item:

1. Open the Feedback list.
2. Select the hyperlinked title of the item you want to edit.
3. Click 'Feedback Name▼'.
4. Select 'Edit Reference ID, Title & Description'.
5. Make the required changes.
6. Click 'Save & Close'.

You can move the Feedback item to the next stage within its chosen type by clicking 'Escalate' from the notebook.

4. Deactivating a Feedback item

To deactivate a Feedback item:

1. Open the Feedback list.
2. Right-click the item you want to deactivate.
3. Select 'Deactivate'.
   You will be asked to confirm whether you want to go ahead.
4. Click 'Deactivate'.

Deactivated items will no longer appear on the list unless the 'Show Inactive Items' box is ticked (under 'Refine your search').

To reactivate an item, follow the steps above and select 'Reactivate' from the menu.

5. Deleting a Feedback item

To delete a Feedback item:

1. Open the Feedback list.
2. Right-click the item you want to remove.
3. Select 'Delete'.
   You will be asked to confirm that you want to delete it, along with all items linked to it.
4. Click 'Delete'.

6. Further reading

• Creating and managing Contacts