Request for Feedback 

Purpose

You can gather feedback from other users. The initiator or the creator of the process defines the topic on which the user wants to get feedback. The initiator defines the users that provide feedback.

A quick response option (similar to a survey) is also available.

Process Flow

       1.      Choose New Task.

       2.      Select Request for Feedback in the Task Type dropdown list.

Feedback Wizard Details

See the standard task table for a description of the general fields. Additional feedback fields are described below:

Request for Feedback

Field		Description
Recipients		Add one or more approvers/recipients. You can enter the approver’s/recipient’s user ID or perform a wildcard search in the list of portal users. In the case of a wildcard search: ●      Enter the first character of the user ID or * and choose Search. ●      Select the approver/recipient from the Search Results list and add to the Current Selection list. ●      Choose OK. ●      You can also enter notes intended only for the respective approver/recipient.
Allow Recipients To Decline Request		If this checkbox is selected, recipients can choose to decline this request. Disabled if the Anonymous Responses checkbox is selected.
Responses	Anonymous  Responses	If this checkbox is selected, all recipient identities are hidden when viewing the feedback history. Recipients cannot forward the feedback request.
	Include Quick Response Option	If this checkbox is selected, the recipient has the option to enter responses by simply clicking on the screen (similar to a survey).
Acceptance Threshold		This is the minimum number of responses required to complete this request. The task creator can either specify All Recipients if feedback is required from all recipients, or a minimum number of responses required to complete the request.

Features

●      You can provide feedback as user notes, attachments, or by selecting an entry from a preconfigured set of feedback categories (quick response option).

●      You can configure whether or not users can refuse to give feedback.

●      You can configure whether or not feedback can be provided in a quick response option. For quick response feedback a summary of the feedback is provided.

●      You can configure whether or not feedback is anonymous, that is, the information regarding which user gave which feedback is not visible to the process initiator.

●      The progress bar is only displayed for standard tasks (for example, single step tasks).

Possible Task Processing Steps for a Recipient

The following figures show the possible steps for a recipient of a feedback request. The minimum number of responses required to complete the request is either All Recipients (if there is just one recipient) or At Least 1 Recipient.

●      The recipient can submit feedback with or without the quick response feature.

 

●      The recipient can decline feedback.

●      The recipient can forward the request to other users without completing the task.

                 

Possible Task Processing Steps for a User Tracking the Task

The following figures show the possible steps a user tracking the task can perform during the feedback request process.

●      A user tracking the task can add assignees.

●      Users can delete the task.

Result

You can gather feedback from other users and also view the responses in a survey-like display (if the quick response feedback option was selected).

Example

A user in the HR department wants feedback from employees on a new HR tool. The employees who provide feedback can comment on the new tool and also have the option to give quick responses.