When a feedback task has been sent to you to close you can either assign further action or close the feedback report.
Quick steps to closing a feedback task:
- Go to the Task management component
- Select from the Task options provided
- Complete the required fields
- Click Submit
Feedback workflow
The Stage Navigation Bar displays the stage in the workflow that the item is in. In the example below, the item is currently in the Close stage.
Form components
| Feedback summary | Describes the feedback received and the immediate action that has been taken. |
| Action history | A chronological list of actions within each stage of the feedback task and the comments users have made. |
| Task management | Your options for closing the feedback task or making a progress note. |
| Attach records | Where you can attach files relevant to the feedback task, such as correspondence. |
| System event history | A chronological list maintained by the system of most entries, changes, and linkages made in the system in relation to this feedback task. |
Feedback summary
This component displays the description of the feedback and the immediate action taken when the feedback was received.
Click Assign to you to go to the Task management component. If the feedback should be managed by someone else, click Re-assign to transfer the item to another user.
Action history
This component displays instructions, actions taken, progress notes, comments and the final outcome made to date as the item progressed through the workflow. Hovering over the date in the Action history will display who recorded the details.
Task management
This component displays the two options you have at the 'close' stage of the workflow.
Task options
Assign a task
Choose this option if further action is required. There are reasons why you may choose this option. For example, if the required steps to manage the issue have not been taken or when relevant records have not been attached.
- Task instructions - document what further action is required, e.g. 'Attach copies of all correspondence between the client and the service in relation to this matter'.
- Assign to - select the staff member who is responsible for taking the action.
- Assign to me - tick this box, if the further action to be taken is to be assigned to you.
- Task due date - select the date the task is to be completed by.
Close this issue
Choose this option if no further action is required.
- Final Outcome - this field will contain a statement made the person who managed the feedback regarding the final outcome. This information may be useful when analysing feedback over time.
- Additional comments (optional) - tick this box to add additional comments.
Caution: Once the item has been closed, details relating to what action has been taken and any other comments cannot be edited.
Attach records
This component enables you to attach records associated with the feedback item in the QMS. At this stage of the workflow, it is likely that all records associated with managing the feedback have already been attached. Click Attach to add records.
- Record name - When naming the record ensure the description is meaningful and easily found when searching. For instance, 'Correspondence to client - final outcome - April 2022'.
- File or Link - click on Choose file and navigate to the record on your computer. If you have links enabled, toggle to change the control to add a URL to the record. The URL must be a in a web (http://) or Microsoft Sharepoint format (https://<company>.sharepoint.com/...).
Only those who can access the Feedback details form will be able to view associated records.
Submit/save the form
The green Submit button will close the form and move the Feedback item to the close tab on the Feedback register. 
Select Create a related item if you want to create a separate linked item on another register when you save the form. A link between the two items will be displayed in each item's System event history.