Reviewing a Customer Experience Product Activity
If you are assigned to the Activity Reviewer role, use the following procedure to review a product general activity (PGA):
1. On your
Home page, click the review 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 Review Details. |
2. On the task page, click Enter Review Details.
3. In the Edit Product Activity window, under Review, enter information in the following fields:
Field | Description |
Review Date | Click the calendar icon to select the date the review was completed, or manually enter the date in yyyy-mm-dd format. |
Response Accepted | Select one of the following: • Yes - Close • No - Return to Respondent |
Review | Enter review comments. |
4. Click Finish to move the product activity to the next workflow state.
◦ If the reviewer set the Response Accepted field to No - Return to Respondent, the workflow for the product activity moves back to the Response state. If an assignee was originally entered, the Response task is sent to that assignee. If an assignee was not originally entered, then the Response task goes back into the queue for all team members in the Activity Respondent role.
◦ If the reviewer set the Response Accepted field to Yes - Close, the workflow for the product activity moves to the Closed state with no further workflow states.