Add a feedback report

1. Go to the project in question.

2. In a Smart project, go to the Quality Assurance card → Feedback tab.

   Open

   

   
   In a Classic project, go to the Feedback tab in the Project or Job display and click the Edit button.

   Open

   

3. Click the Add button. You will be directed to the Feedback Report page.

4. Select the Feedback Type - Client Approval, Client Complaint, or Internal Nonconformity.

5. Provide a Description.

6. (Optional) Change the Added on date.

7. (Optional) Provide the Cause of Discrepancy or necessary Comments.

8. (Optional) Describe the Measures Taken.

9. (Optional) Select the project’s Related Tasks from the drop-down list.

10. (Optional) Select the Related Users from the drop-down list of the Home Portal users.

11. (Optional) Select the project’s Related Vendors from the drop-down list.

12. (Optional) Set the Deadline for Implementation.

13. (Optional) Select the Responsible for Implementation from the drop-down list of the Home Portal users.

14. (Optional) Set the Efficiency Approved on date.

15. (Optional) Select the responsible person for Efficiency Approved by section from the drop-down list of the Home Portal users.

16. (Optional) Select the Document Template for this report.

17. Click the Save button.

All the feedback for this project will be displayed in the Feedback Report table. To check the feedback report details, click on its line in the table. To edit the feedback, click the icon.

While in edit mode, you can:

• add the details about handling the report, such as efficiency approvement or measures taken

• mark the issue as resolved by clicking the Mark as Resolved button.