19.1.2 Feedback Template Maintenance - Edit

Using this option, the administrator can modify details in the feedback template i.e. update feedback question, change the rating scale, add new questions and options, add / remove transactions from the template.

To edit or modify feedback template:

  1. Navigate to one of the above paths.
    The Feedback Template Maintenance screen appears.
  2. Search the Feedback template by specifying different search criteria and click Search.
    The search results appear on the Feedback Template Maintenance screen based on the search parameters.
  3. In the Template Name field, enter the name of the template to be searched.
  4. Click the link under the Template ID column.
    The Feedback Template Maintenance screen appears.
  5. Click edit icon to edit the details in respective section of the feedback template.
    The Feedback Template Maintenance - Edit screen appears.OR

    Click Clear to reset the search parameters

    OR

    Click Cancel to cancel the transaction

  6. Click Search.
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

  7. The administrator will be navigated to the respective section i.e. feedback template details or scale definition or select question or link transaction depending on the edit option selected against the respective section.
  8. As part of feedback template details, feedback question, template ID, template name and applicable to role can be modified.
  9. As part of scale definition, the administrator can change the rating scale.
  10. As part of select question section, the administrator can add new questions and also add new options for existing as well as new questions defined.
  11. As part of link transaction section, the administrator can add new transactions as well as remove existing transactions.
    Administrator can also add new options, to the existing questions associated to each scale weight of the rating scale applicable to general feedback as well as for transactions.
  12. Edit the required details in the respective section and click Save if you need to go to review page
    OR

    Click Next, to go to the next step in the process and edit details wherever required.

    OR

    Click Back to navigate to the previous screen.

    OR

    Click Cancel to cancel the transaction.

    Figure 19-5 Feedback Template - Edit



    Figure 19-6 Select Scale - Edit



    Figure 19-7 Select Question – Edit



    Figure 19-8 Link Transaction - Edit



  13. The Review screen appears.
    Verify the details, and click Confirm.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

  14. The success message with reference number appears.
    Click OK to complete the transaction.