How to action a feedback task

If you have been assigned the role of action officer for a feedback item, you will receive a task in LOGIQC asking you to complete the requested instructions from the assigned approval officer.

The task type will be 'Action'.

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To open, click on the title of the feedback item.

To action the feedback item

  1. When you open the feedback item, the form will open at the task options screen
  2. Read the instructions contained in the 'Instructions' text box.  These have been added by the Approval officer for you to complete
  3. Select your action from the task options and complete the required fields
  4. Select 'Save'

Task options explained

Action complete - describe action taken

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Select if you have completed the required actions as outlined in the instructions and the task will be sent back to the assigned approval officer for review.

Required fields:

  • Action taken (current date) - This is a text box where the action officer will add their comments regarding actions taken against the instructions which will be reviewed by the assigned approval officer

Optional fields

  • Comments (optional field) - You can add any side comments you feel are relevant to the feedback task, however this is not a mandatory field.
  • Attach records - You can attach any records such as images or documents as evidence of the action taken - see 'Attaching records' below

Action not complete - make a progress note

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Select if you are working through the required instructions of the task but have not yet completed the task.  Adding a progress note allows you to provide an update to the feedback item.

Required fields:

  • Action taken (current date) - This is a text box where the action officer can provide updates or progress notes that the approval officer will be able to view

Optional fields

  • Comments (optional field) - You can add any side comments you feel are relevant to the feedback task, however this is not a mandatory field.
  • Attach records (optional) - You can attach any records such as images or documents as evidence of the action taken - see 'Attaching records' below

Selecting 'Add progress notes', opens an additional text box for you to add further progress notes.

Once you have added your progress notes. select 'Save' to save the changes and close the task window.  The task will still remain assigned to the action officer until the 'Action complete' option has been chosen.  All updates are recorded on the feedback form under 'System event history'

Attaching records

To attach any related records as evidence of action taken, select 'Add' under 'Attach records' - see demonstration below.  Records can be attached on either task option.

Note:  Before a record can be saved to the task, the 'Action taken' field MUST contain text or the update to the task will not be saved.

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