Additional Capabilities > Windchill Quality Management Solutions > The Windchill Customer Experience Management Process > Customer Experience Activities > Creating a Customer Experience Activity
  
Creating a Customer Experience Activity
1. To initiate a new customer experience activity, click the new customer experience activity icon when evaluating a customer experience.
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If the workflow is in the Evaluation or In Progress workflow states, you can also initiate customer experience activities from the Customer Experience Management tab of the customer experience information page.
2. In the Customer Experience Activity window, under Request, enter information in the following fields:
Field
Description
Assignee
Enter the name of the person who should respond to the activity. Select from the pop-up that appears when you begin typing, or click the find icon to select a respondent.
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If you are unsure who to designate as a respondent, the field can be left blank. Users assigned to the Activity Respondent role automatically receive the task.
Reviewer
• If a review is required, enter the reviewer's name and select from the pop-up that appears when you begin typing, or click the find icon to select a reviewer.
• If a review is not required, leave this field blank.
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If you are unsure who to designate as a reviewer, the field can be left blank. Users assigned to the Activity Reviewer role automatically receive the task.
Request
Enter a description of the request to be performed for the customer experience activity.
Perform Review
Select Yes or No.
• If you select Yes, the workflow includes an activity review step after the activity response step.
• If you select No, the workflow ends after the activity response step.
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This field is required.
3. Click OK. When the overall workflow state for the customer experience is In Progress, then the customer experience activity moves to the Response state and the task is sent to the appropriate people as follows:
◦ If an assignee was originally entered, the Response task is sent to that assignee.
◦ If an assignee was not originally entered, the Response task goes into the queue for all team members in the Activity Respondent role.