How to take actions and close an evaluation of customer satisfaction?

How to take actions and close an evaluation of customer satisfaction?

1- Enter the module "Customer Satisfaction" from the left sidebar.

2- Click on the "Take Actions" button in the process flow.
You can access directly from the notification panel by clicking on it.

3- A list will appear with all the evaluations that you have pending to take actions, click on the "Details" button in which you want to take actions.

4- The detail of the evaluation and its score appear.

5- Complete the information of the corrective actions taken and attaches the necessary annexes.
The annexes can files of any type.

6- Once the information has been completed, click on the "Close" button, the evaluation will be closed and the evaluator will be sent an email to inform you.

If you click on the "Save and Exit" button, only the information will be saved but the evaluation will not be closed.

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