Step feedback lets users share insights, suggestions, or highlight issues directly from their mobile device while executing a work instruction.
Submitting Step Feedback (Mobile App)
To provide feedback while completing a work instruction, tap the speech bubble icon in the top right corner of a specific step.
Choose a pre-formatted feedback options and/or enter a comment describing the issue or suggestion. Optionally, add an image or a video to support your feedback.
Once submitted, your feedback will be sent to the work instruction editor for review.
Reviewing Step Feedback (Web Platform)
To review submitted step feedback, go to the work instructions page and click Edit on the relevant work instruction.
Click the speech bubble icon next to the Publish button to open the feedback panel.
Browse submitted comments and attachments. Click on any entry to see the specific step it belongs to.
Use the feedback to make improvements and republish the work instruction as needed. Once reviewed, click Mark as Reviewed to acknowledge the feedback. It will remain linked to the original step for future reference.
Subscribing to Step Feedback Notifications
To receive email notifications each time a piece of feedback is submitted to a specific work instruction, click the bell icon in the feedback panel.
NOTE: Step feedback email notifications are managed per work instruction. To receive alerts, you’ll need to subscribe to each work instruction individually.