Attention, this is the published version. You can find the working version in the working space.
How to Edit Feedback Items (Reviewer)
- Intact Publisher
Ξ WORKFLOW
Ξ MESSENGER
The messenger container is by default divided into five sections:
- Checklist - Single checklist tem
- Checklist - General
- Findings - Single finding
- Findings - General
- Service Specific Data - General
This division allows us to see all the created feedback items in the messenger grouped by the respective workflow section. In addition to that, users can filter the feedback items via a slider.
Further Views
- No feedback items available: as long as there are no feedback items available, the feedback messenger will display an empty form, giving the user information and guidance about what happened and what can be done at the moment. Within this view, there is also no switch slider to show all completed/deleted feedback items available.
- No open feedback items available: if there are feedback items within the Show all functionality, a different view is shown for the user. This is the case if no open feedback items are available. The feedback messenger will display to the user information and guidance about what happened and what can be done at the moment. In addition to that, a button is also enabled which allows triggering the Show all toggle switch button.
Popup functionality
- Clicking on the popup button (described in the 'notification icon' section below) will remove the overview on the page and opens a new browser with only the messenger
- Only one window can be opened per user logged in on your device. If you try to open another one you will see a message telling you exactly that
- If there is sufficient space on the window you will see both the feedback overview and the detail of one thread next to each other
- When navigating out of the audit order or closing the browser, the popup will be closed automatically for you unless you have unsent feedback
| FEEDBACK - HEADER | |||
|---|---|---|---|
| Object | Type | Icon | Description |
| Notification icon | Icon |
| Indicates that there are no open feedback items |
| Indicates that there are open feedback items, however, none of them has been sent to Waiting for approval | ||
| Indicates that there are open feedback items. It also shows a badge with the number of approval requests | ||
| When entering the communications section, this icon is used to navigate back to the overview of all feedback items. | ||
| Used to pop the messenger out of the page. | ||
| Title | Label |
| Shows the messenger title |
| Chevron icon | Icon | Allows to enlarge/shrink the messenger | |
| Show all | Slider | Shows all feedback items. Please note that the Show all slider is not shown if there is no feedback item at all. | |
| FEEDBACK - CONTENT | |||
| Object | Type | Icon | Description |
| Name | Label |
| Name of the person, who has created the feedback item |
| User group | Label | User group of the person, who has created the feedback item | |
| Data and time | Label | Date and time of when the feedback item has been created | |
| Title | Link | Individual Feedback items:
General Feedback items:
Clicking on the feedback item name navigates the user directly to this workflow section | |
| Feedback text | Label | Shows the entered Feedback text | |
| Context menu button | Button | Opens up the context menu and allows to conduct further actions. See Feedback - Actions below | |
| FEEDBACK - ACTIONS | |||
| Action | Type | Icon | Description |
| Resolve | Context menu item |
| Allows to resolve a feedback item. This action can be undone until three seconds after Resolve was clicked. |
| Edit | Context menu item | Unlocks the feedback item text and allows you to change it. | |
| Delete | Context menu item | Allows to delete the feedback item. This action can be undone until three seconds after Delete was clicked. | |
| Reopen | Context menu item | Allows to reopen a feedback item as long as the feedback item is not closed yet. | |
| Waiting for Approval | Context menu item | Allows to set the feedback as completed by the auditor (Status Waiting for approval) | |
| FEEDBACK - COMMENT | |||
| Action | Type | Icon | Description |
| Number of comments | Label |   | Show the total number of comments under a feedback item (feedback item). Clicking: you will be forwarded to the communication tab. |
Name | Label | Name of the user that created the comment. Clicking: you will be forwarded to the communication tab. Also the comment you clicked will be in focus. | |
User group | Label | Auditor/Reviewer/Back office/etc, based on the audit order mode where the comment was added. Clicking: you will be forwarded to the communication tab. Also the comment you clicked will be in focus. | |
| Date and time | Label | Date and time of when the comment has been created. Clicking: you will be forwarded to the communication tab. Also the comment you clicked will be in focus. | |
| Reply | Button | Clicking: you will be forwarded to the communications page and the cursor will placed into the reply field. | |
| FEEDBACK - Communication | |||
| Action | Type | Icon | Description |
| Show all | Slider | Shows all comments and system messages | |
| Edit comment | Context menu |
| Allows to edit own comments. A comment text is required, therefore it is not possible to save an empty comment. |
| Delete comment | Context menu | Allows to delete comments. | |
| Message | Textarea | Text for the comment which can be sent for a thread. If the user wants to leave the workflow and an unsent comment exists for a thread, than a question will appear to either send or remove the entered comment before leaving. | |
Reply | Button | When clicked will send the content of the text-area. | |
Ξ SYSTEM MESSAGES
In order to give users information on the status of a feedback item, system messages are shown in the messenger. These system messages are dependent on the respective actions that have been made, therefore they are not always visible.
By default, the system messages are highlighted and centered within the messenger.
| No. | Action that triggers the sysem message | Message | Further information |
| 1 | Comment deleted (final) | Comment deleted - {Name of the person that deleted the comment} {time when the comment has been deleted} | This system message is shown within the feedback item |
| 2 | Feedback item deleted (final) | Feedback item deleted - {Name of the person that deleted the feedback item} {time when the feedback item has been deleted} | This system message is shown within the feedback item |
| 3 | Approval requested | Approval requested - {Name of the person that requested approval} {time when approval has been requested} | This system message is shown within the feedback item |
| 4 | Feedback item re-opened | Re-opened - {Name of the person that re-opened the feedback item} {time when the feedback item has been re-opened} | This system message is shown within the feedback item |
| 5 | Feedback item resolved (final) | Resolved - {Name of the person that resolved the feedback item} {time when the feedback item has been resolved} | This system message is shown within the feedback item |
| 6 | Comment deleted | Comment deleted - {Undo Link} | This system message is shown within the feedback item. It appears however only to the user who performed this action and is only visible after deleting the comment. After the three seconds, the system message changes back to system message no. 1 |
| 7 | Feedback item deleted | Feedback item deleted - {Undo Link} | This system message is shown within the feedback item. It appears however only to the user who performed this action (reviewer) and is only visible after deleting the feedback item. After the three seconds, the system message changes back to system message no. 2 |
| 8 | Feedback item resolved | Resolved - {Undo Link} | This system message is shown within the feedback item. It appears however only to the user who performed this action (reviewer) and is only visible after resolving the feedback item. After the three seconds, the system message changes back to system message no. 2 |