Responding to a Customer Experience Product Activity
If you are assigned to the Activity Respondent role, use the following procedure to respond to a product general activity (PGA):
1. On your
Home page, click the response task from the
My Tasks table. The
Subject column lists the customer experience identification information.
| Instead of navigating to the task page, you can right-click the task in the My Tasks table and select Enter Response Details. |
2. On the task page, click Enter Response Details.
3. In the Edit Product Activity window, under Response, enter information in the following fields:
Field | Description |
---|
Response Date | Click the calendar icon to select the date the response was received, or manually enter the date in yyyy-mm-dd format. |
Informant | Enter the name of the person providing response information. |
Response | Enter a response to the product activity. |
Closed Date | Click the calendar icon to select the date the response was closed, or manually enter the date in yyyy-mm-dd format. |
4. Click Finish to move the product activity to the next workflow state.
◦ If the Perform Review field was set to Yes when the activity was created, then the workflow for the product activity moves to the Review state. If a specific reviewer’s name was originally entered when the activity was created, then the Review task is sent to that specific reviewer. If a specific reviewer was not originally entered, then the Review task goes into the queue for all team members in the Activity Reviewer role.
◦ If the Perform Review field was set to No when the activity was created, then the workflow for the product activity moves to the Closed state with no further workflow states