Menu configuration

Feedback register menus

These four menus in the Feedback register help make it easier and faster to for the user to enter feedback. They also play a critical role in providing you with the analytical reports you need.

Feedback menus overview

Feedback Type

Here you would list the main types of feedback your organisation would use for example:  Complaint, Compliment, Client feedback. Used when adding feedback to the system.

Feedback Source

Here you would list the various sources of feedback your organisation would receive i.e. Family member, patient, staff etc

Feedback category

 

Feedback category and sub-category menus are linked together into a primary category and sub-list.

Feedback sub-category

Once a user selects a category, the sub-category list related to the chosen category appears

 

Note:  The feedback category and feedback sub-category menus are also referred to as a 'two-level' menu as they are linked together.


Setting up the menus

Editing Feedback menus requires administrative permissions. Learn more

  1. Switch to Admin mode via your account menu
  2. Select Setup lists from the Administrator menu
  3. Select the feedback menu you wish to edit.

Feedback Type

  • Select 'Feedback type' from the 'Setup lists' menu.  

  • Select 'Add label', type your menu label and select OK.
  • Repeat to add more labels. 
  • Click Save and refresh the page.
  • Note: Select the 'tick' in the Enabled column to disable a menu label so it's not seen when adding an item.

Feedback Source

  • Select 'Feedback source' from the 'Setup lists' menu.

  • Select 'Add label', type your menu label and select OK.
  • Repeat to add more labels. 
  • Click Save and refresh the page.
  • Note: Select the 'tick' in the Enabled column to disable a menu label so it's not seen when adding an item.

    Feedback category

    • Select 'Feedback category' from the 'Setup lists' menu.
       
    • Select 'Add label', type your menu label and select OK.
    • Repeat to add more labels. 
    • Click Save and refresh the page.
    • Note: Select the 'tick' in the Enabled column to disable a menu label so it's not seen when adding an item.

    Feedback sub-category

    • Select 'Feedback sub-category' from the 'Setup lists' menu.
    • Select 'Add label'.
    • Select the feedback category that the sub-category should be linked to.
    • Type your menu label and select OK.   
    • Repeat to add more labels.
    • Click Save and refresh the page. The main category and the linked sub-category will display in the list view.