Evaluation responses from clients

The Evaluation system provides an easy way for clients to provide feedback.  It puts the client’s rating, and any comment provided, into the question record that it relates to without reopening the question.

If your System administrator has allowed it (via an Edit options parameter for the Request form in use), clients can click a rating right in the response email.  Here’s an example

When a rating is clicked, a confirmation screen will show to the client and they can add a comment in that screen, if they wish.

When clients provide a rating or comment, their feedback is saved to the record for that question and made available for immediate reporting.  Clients can also provide or change their evaluation for closed questions using the client interface, when allowed for the Request form in use. 

Using a System>Statistics>Statistics reports, System administrators can report on these evaluations provided.

Using a parameter in the Request for design, Edit options, Other options tab, System administrators can determine who will be sent an email when comments are received (as the comment might warrant reopening of the question).  When a rating is provided without a comment, an email is not sent.  Here is an example of the email that can be sent about an evaluation comment received.  System administrators can decide to whom these emails go, and who can see the comments in the Details tab.

You do not have to do anything when one of these emails arrives, as the question has not been reopened, but the client’s comment may warrant you reopening the question to provide more information or resolve a concern.