You can use the clone function to avoid entering repeated data, for example, customer
name, address, or phone.
A customer may report several events that occurred on separate dates. For example, a
customer complains that:
- Two days ago, a bus exceeded the speed limit.
- A train was late arriving at a station yesterday.
- The bus driver behaved rudely this morning.
In this example, the incidents occurred on different dates, happened at different
locations, and involved different employees and transit vehicles. Thus, each complaint must
be treated as separate feedback entries.
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Type and save feedback for the first subject.
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Click the Clone Feedback button:
.
In the new feedback record, the following fields are filled in accordingly in
the same manner as when you are creating a new feedback record: (Some of the fields are
filled in automatically even if they are not selected as cloned, while other fields are
cleared.)
- DateReceived - Set to current date.
-
DateLogged - Set to current date.
-
TimeLogged - Set to current time.
-
TimeReceived - Set to current time.
-
CallTaker - Set to the current COM user who is logged
on.
-
IncidentDate - If the COM/Customers Feedback
settings/Automatic Populate/Incident Date context property is selected.
-
AgencyId - Set to the value of the COM/Customers Feedback
settings/Default Agency context property.
-
SignId - Based on the IncidentDate
and AgencyId.
-
ServiceGroupId - Based on the
IncidentDate and SignId.
-
FeedbackType - Based on the default
FeedbackType.
-
Feedback Subtype - Based on the default
FeedbackType.
-
TargetDate - Based on the default
FeedbackType.
-
FeedbackPriorityId - Based on the default
FeedbackType.
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Enter all information that is necessary for the new feedback. Change any replicated
data that does not apply to the new record.
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Click the Save button:
.
The new feedback is saved as a separate entry with a unique feedback
ID.