Create Client Feedback

 

From the New Case screen, click Category and select Client Feedback.

 

The screen alters including required Case Details fields.

 

 

Begin creating the record by populating the fields in the Reported By section.

 

In the Description field type in a brief description of the feedback, for example 'poor face mask hygiene'.

 

From the Site menu select a name of a site where the feedback was received. You can nominate one site, for example Highview Remembrance Park.

 

In the Employee field type in or press the magnifying glass icon and select the user’s name who reported the feedback.

Note: Clients can choose whether this option is used for an employee reporting the feedback or for feedback reported in reference to an employee.

 

If the feedback was reported not by a site employee, for example a contractor, type in the person's name in the Other field.

 

There are two tick boxes which allow you to decide whether the feedback:

 

For example, in case of a negative feedback an employee can follow up with an enquirer about the problem resolution or actions taken.

 

 

See these fields populated in an example below.

 

 

Navigate to the Case Details section.

 

The fields Feedback Category, Feedback Topic and Feedback Details describe the feedback.

Click on each field and select from the available options.

    

 

The Person providing feedback field allows to record the customer's name by typing in or pressing the magnifying glass icon to search for an existing Person record.

Alternatively, users can create a new record by clicking on the Create new Person button.

 

 

Enter the Deceased person record in the Deceased field to cross-reference the feedback, for example to a service or location.

If the Deceased record is connected to a location the system will auto-populate all related fields: Location, Area, Area S1 and Area S2.

 

 

The feedback can also be related to the plants, for example rose bushes for cremated remains positions.

In the Garden Plant Locations field type part or all of the garden plant location and click the magnifying glass icon to select a plant, or choose the blue triangle to complete a more detailed search.

 

 

In the Details of feedback field type in a detailed description of the feedback.

 

 

Status is an information block describing the current Stage and the user Assigned To monitor the case.

 

 

Stage of a newly created Case is Logged.

This can be edited after the Case is saved and the record goes through a workflow, for example for further investigation.

Note: See more details in the section Workflow Actions.

 

In the Assigned To field type in or press the magnifying glass icon and select the user’s name who will monitor the Case.

Cases can also be assigned to a team.

Click on the Team field and follow the same approach as outlined in the Assigned To field.

 

Press Save to update the record.

 

 

The Client Feedback record has been created.

 

However, unlike other records in byondpro, the system automatically navigates to the Investigation and Recommended Actions tab prompting users to take immediate actions on the Case.

See more details on how to manage this tab in the Investigation and Recommended Actions section.

 

 

Return to take a look at the Summary screen of the newly created Client Feedback.