Feedback Reports

Feedback reports display the results of audits that have been conducted on this form. These reports can be accessed in Audit > View Audit Results or Reports > Feedback Reports. You may also attach any feedback reports that have been generated to email messages that have been configured through the Automated Feedback feature of RizePoint.

To generate feedback reports for this audit form:

1. Click on any of the links associated with the audit form to open the Setup Options window.
   
   
2. Select FEEDBACK REPORTS. All available feedback reportss appear in a list. Select the types of feedback reports that you want to generate from results conducted on this audit form.
   
   

   

   • ACTION PLAN - This report allows users to specify a plan of action for correcting non-compliancies, identify the person responsible, and specify a due date and completion date.
     

     Click the ADD link beside the question...

      

     ...to define the action required to correct the non-compliancy.

     

      

     The report displays the defined plan of action.

     

     • To edit an existing action plan, click the Edit pencil .
     • To delete an action plan, click the Delete icon .
   • AUDIT SUMMARY - This report provides an overview of the entire audit. Several audit form configuration options are available that allow you to customize the report. However, unless you're using a custom report that requires the use of the Audit Summary report type, you may want to consider using the a custom feedback report instead. It provides more control over the specific contents of the report.

     

   • AUDIT MAINTENANCE TOOL* (optional) - This report allows users to change different aspects of an audit result that has already been uploaded to Mobile Reporter.
   • REPEAT VIOLATIONS REPORT* (optional) - This report clearly indicates the areas of an audit where repeat violations occur.
   • CUSTOM FEEDBACK REPORTS - These reports are fully customizable Audit Summary feedback reports. All custom feedback reports that appear in Reports > Setup > Create Feedback Reports appear in the list of available feedback reports. You may select feedback reports for a form, and then specify filters for each feedback report on a form-by-form basis, allowing you to include only specific categories, answer choices, and questions in the details section of each form.

     To specify which filters to use for this audit form:

     1. Select the feedback reports that you want to associate with this audit form.
     2. Click the FILTERS link beside the feedback report that you've associated with the audit form.
        
        
     3. In the Filters screen, click the SELECT link to select the categories, answer choices, questions, etc. to include in the report.
        
        
        • CHOICE FILTER - All questions that have the answer choice you select here will appear in the report. For example, if you select NO, then only questions that received a NO answer appear in the report. If the Show Choice Filter option is enabled in the feedback report's configuration file, then a CHOICE FILTER droplist is provided that allows a user to change the selection.

          If the Allow Multiple Choice Filters configuration option is also enabled, then the radio buttons are replaced with checkboxes, allowing you to specify more than one answer choice for the initial display of the report. This option also allows the user to select multiple answer choices from the Choice Filter droplist at the top of the report window.
          
          

        • AUDIT CATEGORY FILTER - This option allows you to specify which categories to include in the report. If the Show Category Filter configuration option is enabled, a CATEGORY FILTER link is provided at the top of the report window, which allows users to change the audit categories included in the report.
        • QUESTION FILTER - This option allows you to specify which questions to include in the report. If the Show Question Filter configuration options is enabled, a QUESTION FILTER link is provided at the top of the report window, which allows users to change the questions included in the report.
        • REPORT CATEGORY FILTER - This option allows you to specify which report categories to include in the report. If the Show Report Category Filter option is enabled, then a link is provided to allow users to change the report categories included in the report.
        • AUDITOR NOTES FILTER - You can define search criteria for notes, then display only questions that contains notes that match the specified search criteria. When you click the AUDITOR NOTES FILTER - SELECT link, a NEW button is provided to allow you to create a new search rule for including/excluding questions that contain auditor notes.
          
          
          1. Click the NEW button.
          2. Select a Filter Type.
          3. Select the Filter Condition: CONTAINS or DOES NOT CONTAIN.
          4. In the Text field, enter the text string to look for in each auditor note.
          5. Click SAVE.
          6. Select the note, then click RETURN.
     4. Select the filter(s), then click the SAVE button.

     When this report is viewed in Reports > Feedback Reports or Audit > View Audit Results, these default filters will be used. If you have also configured this feedback report to include the Audit Category, Report Category, Choice, and/or Question filters in the report itself, then users may change the filter selections in the report window.

3. Click SAVE & RETURN.