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title<< Service Management Help
urlhttp://summitconfluence.symphonysummit.com:8090/display/PD/Service+Management

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titleIncident Management

Incident Management


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titleConcepts

Audit Flow

Audit Log

Auto Complete Assistance

Customer Satisfaction Survey (CSAT)

First Call Resolution (FCR)

Incident Vs. Problem

Incident Status

Major Incidents

Monitoring SLA

Parent and Child Incidents

Parent and Child Relationship

Remote Desktop

Response Time Vs. Resolution Time

SLA, OLA, and UC

Templates and Rules

Work Orders


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titleEnd Users

End Users

End User Dashboard

Logging Incidents

Viewing My Incidents List

Viewing/Updating My Incidents

Chatting with Analysts

Survey

Logging Incident for an Asset


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titleAnalysts

Analyst Dashboard

Logging Incidents for Users

Viewing and Updating My Workgroup Incidents

Viewing and Updating Incident Details

Sending E-mails

Remote Desktop Sharing

Feedback Moderation

Managing My Incidents

Work Orders

Creating Work Orders

Viewing and Updating Work Orders


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titleAdministrators

Administrators

Configuring Incident Management Module

Configuring Custom Fields for Incident Management

Configuring Category

Configuring Closure Codes

Configuring Classification

Configuring Priority

Configuring Impact

Configuring Urgency

Configuring SLA Matrix

Configuring SLA Matrix By CI

Configuring Resolution Codes

Configuring ETR E-mail Notifications

Configuring Incident E-mail Notifications

Configuring Auto Work Orders

Configuring SLA Service Windows

Configuring Workgroup SLA Window

Configuring Pending Reasons

Configuring Priority Matrix

Configuring User Types

Configuring Checklist

Configuring Major Incidents

Configuring Cost

Configuring Rules

Configuring Information Ticker

Configuring SMS Notification

Configuring Voice Call Notifications

Configuring Log Incident Page

Mapping Standard Operational Procedures

Configuring Feedback

Configuring End User Incident Details Page

Configuring Incident Evaluator

TFS-SUMMIT Integration

Configuring TFS Project

Configuring Work Item Fields

Mapping Field Values

Configuring Mapping Profile

Configuring TFS Profile Mapping


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titleReports

Viewing Reports


You can configure the Feedback Management for a Tenant, Workgroup, Classification, or Category. Based on your configuration, the End User is able to provide Feedback after the Incident is Resolved/Closed.

To configure Feedback:

  1. Click Incident > Configuration > Others > Feedback Configuration. The FEEDBACK CONFIGURATION page is displayed.

    FEEDBACK CONFIGURATION page
    Figure: FEEDBACK CONFIGURATION page

  2. Select the TENANT, fill in the required Information and click SUBMIT to configure the Feedback feature. For more information about the fields on the FEEDBACK CONFIGURATION page, see Field Description.

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Field Description
Field Description
Field Description

The following table describes the fields on the FEEDBACK CONFIGURATION page:

Field

Description

Enable Feedback For Tenant

If this check box is selected, the Feedback feature is enabled for the Tenant and the user is prompt to provide feedback after the incident is Resolved/closed.

FEEDBACK QUESTIONS

This section displays the configured feedback questions for the selected Tenant sorted by Group. The same questions are displayed on the FEEDBACK page. Administrator can configure Feedback Questions in various languages for the End User. The End User can view the Feedback Questions in the same language selected for the application. After configuring the Feedback Questions, Administrator can configure these questions in different languages for End Users.
For more information about configuring Feedback Questions, see Configuring Feedback.
For more information about configuring Feedback Questions in different languages, see .Configuring Feedback Questions in Different Languages.

FIELDS FOR DISABLING FEEDBACK

If Workgroup, Classification, and Category are configured, feedbacks are not required for the resolved or closed Incidents matching the criteria configured under this section.

Feedback percentage

Specify the percentage of Feedback required for resolved/closed Incidents for a Tenant.
For example: If the percentage is specified as 50 for the HR TENANT and the number of closed Incidents is 100, and number of feedback enabled closed Incidents is 80, the feedback mail is triggered for 40 closed Incidents.

Max. No. of Feedback Per User

Specify the maximum number of Feedback required per User per Tenant in a month.
For Example: If the Max. No. of Feedback Per User is specified as 10, and the number of closed Incidents for the user in the configured TENANT is 20, the End Users can provide feedback for 10 closed Incidents only.

Maximum Feedback Days

Specify the number of days from the Incident Closure Date by which the End User should provide a Feedback.

Mandatory Feedback for Closed Incidents

If the check box is selected, it is mandatory for the End Users to provide Feedback on the previously closed Incidents before logging new Incidents.

Enable Feedback Reminder

Select this check box to enable the Feedback Reminders. If feedback is pending for the Incident, notification mail is sent to the User.

Reminder Frequency in Days

Specify the frequency of Feedback Reminders in days.

The Reminder e-mails are sent at an interval of the specified number of days.

When an Incident is resolved, the user receives the Resolution e-mail. The user receives the first Reminder e-mail after the specified number of days.

No. of Reminders

Specify the number of Reminders to be sent to the User. The number of Reminders cannot be greater than Maximum Feedback Days.

CONFIGURATION FOR FEEDBACK MODERATOR

This section displays the fields to configure the Moderator role.
Note: A moderator is an Administrator who monitors the feedback provided for the Resolved Incidents/SRs, and communicates with the End Users regarding the poor Feedback. The moderator can also request the End User to resubmit the Feedback if it is poorly rated.

Moderator

Type in the moderator name and select from the list.
You can also click the search icon to search from the list. Select the names from the list and click OK.

Workgroup

Select the Workgroup in the drop-down list to configure the selected user as Moderator for the selected Workgroup.

Customer

Select the Customer in the drop-down list to configure the selected user as Moderator for the selected Customer.

Location

Select the Customer in the drop-down list to configure the selected user as Moderator for the selected Customer.

Feedback Resubmission Expiry Period (in Days)

Specify the time for the End User to resubmit Feedback.
Example: If the specified time is 10 days, the End User can resubmit the Feedback till the tenth day from the day the resubmission is requested.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the FEEDBACK CONFIGURATION page:

ADD NEW

Click ADD NEW to configure the Feedback Questions. See Configuring Feedback Questions.

CHANGE HISTORY

Click CHANGE HISTORY to view the modifications in the Feedback Configuration. 

CHANGE HISTORY pop-up page

Figure: CHANGE HISTORY pop-up page


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truenoneRelease Noteshttp://summitconfluence.symphonysummit.com:8090/display/PD/SUMMIT+Release+NotestruenoneInstallation Guide http://summitconfluence.symphonysummit.com:8090/display/PD/Installation+GuidetruenoneOther Documents http://summitconfluence.symphonysummit.com:8090/display/PD/Other+Documents