Defining Feedback Priorities

The Feedback Priorities screen allows you to define levels of priorities and specify a time period for resolution to each priority.

You may wish to assign some types of feedback a higher level of importance than others. At the end of each time period, the feedback issues are expected to be resolved.

Once you have defined all the necessary priority levels, you can assign a priority level to specific types of feedback.

  1. Click Ancillary > Feedback Priorities.
    Feedback Priorities tab
  2. Click the Add New button: Add New button
  3. In the Abbreviation field of the new row, type an abbreviation for the new level, for example, P2 for Priority 2.
  4. In the Description field, type the full name of the new priority level, for example, Priority 2.
  5. In the Turn Around Days field, type the number of days within which a feedback with this priority is to be resolved.
    When defining the number of turnaround days, review the Include All Days When Calculate Target Date context property.
    The example in the graphic shows a value of 1 for Priority 1 (High) in this field. This means that the target date is one day from the date the feedback was created.
  6. In the Remind Before Target Date field, type the number of days after the feedback was received when you want a reminder email message sent to the assigned investigator and/or those in the distribution list about the feedback.
    The example shown in the graphic shows a value of 1 in this field for Priority 1. This means that an email message is to be sent to the investigator and/or those in the distribution list one day before the target date when the feedback is expected to be resolved.
  7. In the Escalate After Days field, type the number of days when another reminder is to be sent to the investigator and/or those in the distribution list if the feedback was not resolved on the target date.
    In the example shown in the graphic (Step 1), the value of 1 is shown for Priority 1 in this field. This means that another reminder email message is to be sent to the investigator and/or those in the distribution list one day after the target date.
  8. In the Escalation Retry Number field, type the number of times after the feedback was received when an additional reminder email message is to be sent to the investigator and/or those in the distribution list if the feedback was not resolved on the target date.
    In the example shown in the graphic (Step 1), the value of 3 for Priority 1 is shown in this field. This means that the reminder email message is to be sent three times after the target date.
  9. In the Escalation Retry Days field, type the number of days after the feedback was received when an additional reminder email message is to be sent to the investigator and/or those in the distribution list if the feedback was not resolved on the target date.
    In the example shown in the graphic (Step 1), the value of 2 is shown in this field. This means that a reminder email message is to be sent two days after the reminder (Escalate Day) email message was sent. The reminder email message is to be sent every second day after the target date until it has been sent three times. See step 8.
  10. To mark the priority as inactive, select the InActive check box. Only the active priorities will appear in the Priority drop-down list in the COM Investigator screen. In the Context dialog box, all feedback priorities are displayed and can be selected.
  11. Click the Save button: Save button
A priority number is automatically assigned to the new record in the Priority field. It represents the ranking of the new level. Priority levels usually range from 1 as the highest priority and subsequent numbers at lower priorities.