Configuring Feedback Forms

A Feedback mechanism is available within SapphireIMS which allows users to provide feedback at any point in time and not only through surveys which are open only during specified windows.

In the listing screen, click on an existing feedback form to edit or click on 'ADD' to add a new feedback. Select the 'Survey Type' as 'Feedback'. The Feedback entry screen is displayed.

The fields for the Feedback entry is described below.

Serial No	Field Name	Description
1	Survey Name and Survey Description	The name and brief description of the Feedback Form.
2	Survey Type	Select 'Feedback' to create a Feedback Form.
3	Image Upload	Click on this option to upload an image to display in the Feedback screen.
4	Location	Select one or more Locations for which the feedback is applicable.
5	Department	Select one or more Departments for which the feedback is applicable.
6	Roles	Select one or more roles who will participate in the feedback.
7	Users	Select the users who will participate in the feedback. Click 'Add Rule' to save the rule. Repeat to add more recipients. Click on against the rule to delete it.
8	Add Title	Click 'Add Title' to add the feedback form title. This title will be visible in the feedback page to all the users who have access to the feedback.
9	Add Question	Click 'Add Question' to add the feedback questions. Refer to Adding Survey Questions for details on adding questions.
10	Send Mail	Check this box if e-mail needs to sent to the feedback user to invite the participants to participate in the feedback and check 'CC Manager' box if the mail needs to be sent to the feedback provider's manager as well. A default mail template is displayed and can be edited. Macros can be used in the mail template which will get substituted with actual values when the mail is being sent. Select from the 'Macro List' to select a macro which will be inserted in the mail body. Macros can also be added into the mail enclosed by curly braces ({}).
11	Acknowledgement Mail	Check this box if an e-mail needs to be sent to the user after the feedback is provided. A default mail template is displayed and can be edited. Macros (enclosed in {}) can be used in the mail template which will get substituted with actual values when the mail is being sent.
12	Hook Type	You can configure automation to be performed when feedback is submitted. An example of this is to automatically create a Service Desk Record based on feedback. The automation activity is in the form of a MySQL stored procedure or Java classes. Select 'Procedure' to invoke a stored procedure and provide the procedure name. The stored procedure should have been created and be available in the MySQL database. Select 'Custom Class' to invoke a Java class and provide the class name. The Java class file needs to be located in the folder '\<SapphireIMS Server installation path>\SapphireIMS\WebManagement\standalone\deployments\SapphireIMS.war\WEB-INF\classes\sapphire\actions'. Note that you need to provide the fully qualified class name.

Once the fields are entered, click on 'Save' or 'Update'.
You can configure Feedback Form Fields along with the Form which allow you to create summary feedback questions. This is described in the next section.

Configuring Feedback Form Fields

Feedback Form Fields can be configured and typically used to get more information about the user or get the context or even to get a summary. Refer Service Desk->Service Desk Common Features->Providing Feedback for details.

To add Feedback form fields, click on the 'Feedback Form Fields' tab. The listing of Feedback Forms is displayed.
To add a Feedback Form Fields click on 'ADD' or click on an existing field to edit.

The Feedback Form Field creation screen is displayed.

The fields are described in the table below.

Serial No	Field Name	Description
1	Field Name	Field Name to be displayed
2	Description	Field description
3	Field Type	Select the Field type which can be one of the following: 'Select Box': Displays a drop down of values to the user from which a value can be selected. The values can be static or dynamically generated. 'Text Box': Displays a text box
4	Data Source	Select from one of the following 'Static': Provide a static value which is displayed. Click on 'Add' to add multiple static values from which the user can select. 'Dynamic': Provide a Database Query which is executed and returns a set of values from which the user can select. If the list of values pertain to a user list, select the checkbox 'Is User List'.

Click on 'Save' or 'Update'. You can create multiple such fields.
To delete a field select the field and click on 'DELETE'.