ZEBSOFT VIDEO TRAINING
Feedback management escalation
02:36 · English · Anonymised demonstration · Transcript below
What this training covers
Follow feedback from the initial report to investigation, assigned tasks and closure. See how Actions → Record feedback feeds Reporting and Feedback management under Communication.
- Report feedback and attach evidence
- Link relevant operational records
- Assign investigation work and review the outcome
The examples show a training environment. Available options depend on your configuration and access.
Video transcript
The Actions menu is where users raise feedback, highlight a risk or suggest a change. These entries feed the corresponding management sections. In this video, we follow feedback from the initial report through to investigation and follow-up.
Choose Record feedback. Add a clear title, check the date and select the appropriate type and location. Describe what happened and what you would like done about it. Attach photographs or documents where they help explain the report.
More options identifies who took the report, who it is submitted to and the lead investigator. Naming a lead investigator records who leads the investigation. To assign work, raise an investigation task after saving the feedback.
The Links tab connects feedback to customers, suppliers, equipment, users, processes, objectives and interested parties. Choose the association type, select the relevant record and press Add.
Repeat this for other associations. Internal documents and contingency plans have their own selectors. These links place the feedback in its operational context. Check the details, then save the feedback.
Managers use Reporting and Feedback management under Communication. The register brings reports together, with New, Open and Closed status views. Search or filter by type, status, location and the person who took the report, then open an item.
Use Edit feedback and More options to review responsibility and select an appropriate investigation workflow. Save the selection before starting the investigation. The lead investigator and the tasks assigned are separate parts of managing the work.
Select Add task or action to assign investigation work. Check the task title, assignee, dates, reminder and priority, and explain what needs doing. Creating the task notifies the assigned person and puts it in their task list.
Record the investigation summary, result and action. Where relevant, choose risks and select the associated risk records. This connects the findings to the risks already managed in Zebsoft.
Where corrective or preventive action is needed, use Record a CAPA from the feedback page. Add a meaningful title, report and review date, then save.
When the work and review are complete, update the feedback status to Closed. The report, linked records, investigation and assigned actions provide the context for understanding what happened and how it was addressed.