Feedback templates

What are feedback templates?

Feedback templates allow users to provide feedback about their experiment and experience at the facility through a questionnaire. This form becomes available to users after their experiment has been allocated a time within the external scheduler. User Officers can set the Feedback template they wish to utilize with the MARK AS ACTIVE function on the feedback templates page.

How to mark a feedback template as active?

Unlike some other templates, feedback templates cannot be linked calls or individually assigned to proposals. Instead, User Officers must mark a feedback template as active. This will assign it to all users to be filled out after their experiment has been allocated a time within the external scheduler. The template marked as active will remain active until another feedback template is marked.

Step 1: Navigate to the feedback templates page

In the main menu select TEMPLATES
From the dropdown menu, choose FEEDBACK

Step 2: Find the feedback template you wish to mark as active

On the Feedback templates page, find the template you mark as active. You may wish to create a new feedback template or edit a feedback template.

Step 3: Mark the feedback template as active*

Click the MARK AS ACTIVE function on your chosen feedback template. Note: The template will remain marked as active until another is feedback template is marked.

How do I create feedback templates?

Step 1: Navigate to the feedback templates page

In the main menu select TEMPLATES
From the dropdown menu, choose FEEDBACK

Step 2: Create a new feedback template

On the Feedback templates page, click the CREATE button
Enter a name for the new Feedback template. You may also provide an optional description
Click CREATE to proceed

Step 3: Edit the feedback template

In the Feedback template editor you can set -----
The changes made to the feedback template will be updated automatically

How do I edit feedback templates?

Step 1: Navigate to the feedback templates page

To edit a pre-existing Feedback template, select TEMPLATES from the main menu
From the dropdown menu, choose FEEDBACK

Step 2: Find the feedback template you wish to edit

On the Feedback templates page, find the template you wish to edit. You may wish to use the SEARCH function to search for the name or description if there are a lot of templates.
You may wish to make a copy of the feedback template you want to edit. To do this, click the CLONE function on the template you wish to make a copy of. Note: the clone will be renamed 'Copy of (name)' and will be added to the end of the list of feedback templates.

NOTE: The cloning feature is useful if you wish to make changes to a feedback template and keep a copy of the original version for reference. It is good practice to make copies of templates in case the previous version needs to be utilized in the future.

Step 3: Edit the template

Click the EDIT function on the template you wish to make changes to. This function will open the Feedback template editor.
The Feedback template changes will be updated automatically

How do I import and export feedback templates?

Step 1: Navigate to the feedback templates page

Go to the main menu and select TEMPLATES
From the dropdown menu, choose FEEDBACK

Step 2: Export or Import the feedback template

To export a feedback template, click on the EXPORT action on the desired template. This action will export the Feedback template to a .json file which can be shared and imported in User Office.
To import a feedback template, click on the the IMPORT button at the bottom of the page. This will open the Import template page. From here, click on SELECT FILE to .json feedback templates.

How do I clone feedback templates?

Step 1: Navigate to the feedback templates page

In the main menu select TEMPLATES
From the dropdown menu, choose FEEDBACK

Step 2: Find the feedback template you wish to clone

On the feedback templates page, find the template you wish to clone. You may wish to use the SEARCH function to search for the name or description if there are a lot of templates.

Step 3: Clone the template

Click the CLONE function on the template to create a clone. Note: the clone will be renamed 'Copy of (name)' and will be edded to the end of the list of feedback templates.

NOTE: The cloning feature is useful if you wish to make changes to a feedback template and keep a copy of the original version for reference. It is good practice to make copies of templates in case the previous version needs to be utilized in the future.

What does # feedbacks mean on feedback templates?

In the feedback templates page, the # feedbacks assigned to the templates refers to the number of feedback forms users have submitted to that feedback template.