Feedback Template

The Feedback Templates module allows you to design and manage standardized templates for collecting feedback within the platform. It provides two template options:

• Customer Feedback Template – used to gather customer satisfaction and service-related feedback.

• Peer Review Template – used to assign peer reviews, either individually or in bulk, to team members.

Customer Feedback

A Customer Feedback Template is used to gather structured input from requesters after a service or ticket has been completed. These templates include details such as:

• Feedback name and description

• Associated services

• Expiry duration for the feedback link

• Default star rating

• Schedule options for sending the feedback

• Reminders to prompt requesters who have not yet submitted their feedback.

Peer Review

A Peer Review Template is designed to support internal collaboration and quality checks within teams. It allows managers or administrators to assign peer reviews to either a single user or multiple users in bulk.

While creating a Peer Review Template, you can define:

• Conditions: such as Impact Service and Priority Tag.

• Team: the team responsible for conducting the review.

• Assigned To: specific team members selected for the peer review.

The system also prevents duplicate peer review templates from being created with the same combination of Impact Service and Priority. Templates can be edited, deleted, or filtered by type (Peer Review or Customer Feedback), and each Peer Review Template is clearly tagged for easy identification.

What you see on the screen

Feedback Template | Basic Details

Label	Action	Description / Example
Search	Enter text to search among templates.	Search by name, description, or service to locate a specific feedback template.
Filter	Apply filters based on field & condition.	Choose a field (e.g., “Services”, “Name”) + a condition (e.g., “contains”, “not contains”) to refine results. Fields: Name, Description, Services, Link Expires In, and Template Type.
Add Template	Button to initiate creating a new template	Click ‘Add Feedback’ to open the new template creation form for Peer Review and Customer Feedback.
Available Templates	List/grid showing existing templates	Displays all feedback templates with their name, description, active services, etc.