Logging Customer Feedback

Purpose

This guide explains how to log 'Customer Feedback' in the Quality module.

Steps for Logging Customer Feedback

1. Navigate to the Quality module and choose to create a New Record.
2. Confirm the Hierarchy (e.g., Company, Site) is correct.
3. In Incident Details:
   • Confirm or update the Reporting Person (required).
   • Select the Date Reported (required).
   • Enter a Brief Description of the feedback (required).
   • Select 'Customer Feedback' as the Type of Report (required). This choice significantly affects the form sections that follow.
4. In Proposed Corrective Preventative Action:
   • Describe the Action Proposed to address the feedback (required).
5. In the Supervisor section:
   • Select the Supervisor who will investigate this feedback (required).
   • Add any relevant Notes for the record's history.
6. Upload relevant files in the Attachments section. (See 'Adding Attachments' general help).
7. Saving and Submitting:
   • Save to keep the record as a 'Draft' for later editing.
   • Submit to move the record to 'Open Report' status and notify the Supervisor. (See 'Submitting Forms' general help for more on these actions).

Important Note on Form Sections: When 'Customer Feedback' is selected as the report type, the form is streamlined. Sections for detailed specifics, customer details, or project details are not displayed at this initial logging stage.