Responding to a Customer Experience Activity
If you are assigned to the Activity Respondent role, use the following procedure to respond to a customer experience activity.
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 Customer Experience 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 customer experience 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 customer experience 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 customer experience 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 customer experience activity moves to the Closed state with no further workflow states.
