Staff Reviews & Feedback
Overview
The Organisation's staffs provide service to clients and it is essential to know that they give best quality service.
The management portal allows users to review a booking and create feedback thru notes or forms. This helps to make sure that the service provided aligns with the Organisation's rules & procedures. This also ensures that the service given is always of best quality and all clients receive the same quality of service.
The management portal also allows users to send message(s) to staff(s) if they need to start a conversation with them. A handy feature if one needs to speak directly to a staff and relay information.
Where in the Management Portal?
As mentioned above the are different ways and means to do Staff Reviews and send Feedback.
One is thru the Service Review board where users can review bookings that happens during a particular day or week. Just scroll to the right most part of the view and under Actions column, users can add case notes or send messages to staff. Users can also modify the booking by clicking on the Service/Booking name.
Another is by giving feedback thru the Notes & forms section of the Staff Profile. Users just need to go to People -> Teams and click on the staff they want to create a Note or Form for.
Similar to the Service Review page, users can also send messages to a specific staff thru People -> Teams, scroll to the right most part of the view and under Actions column, click on the "Send message" icon
The management portal is also capable of sending messages to a group of recipients thru the Discussions page. Users can choose to speak to a specific user or create a group conversation if they need to speak to multiple people at the same time.
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