# Feedback Management This feature is only available for organisations on the [Quality Management System plan](Getting%20Started%20with%20your%20Quality%20Management%20System%20(QMS).md). Feedback allows you to submit, track, view, and manage all feedback and complaint reports within your Organisation on Pnyx. # Create Feedback If you’re already subscribed to the QMS Plan, you will see the sub-tab ‘Feedbacks’ on your Organisation page. So to get started, go to **Organisation > Feedbacks > Add Feedback > NDIS Feedback and Complaint*** *By default, we have already created the template **NDIS Feedback and Complaint** for you. You can edit the template or create a new one by going to Organisation > Templates. For more detailed instructions on Templates, please visit [Ensure uniformity across documents with Templates](Ensure%20uniformity%20across%20documents%20with%20Templates.md).  Before you begin, note that a [**QR Code**](How%20to%20Share%20Your%20Feedback%20and%20Complaints%20Page%20with%20a%20QR%20Code.md) linking directly to your organisation’s Feedback and Complaint page is automatically generated and displayed on both the **Main Page** and **QMS Portal**. This QR Code makes it easy to share the feedback form with others, even anonymously, via a quick scan or shareable link. Then, on the Feedback modal, you can fill in the information as you would do on a traditional paper form. ### General Information - **Category:** Select a category for the feedback. By default, the system selects ‘To Be Determined’ - **Status:** Select a status for the feedback. If you’re creating a new feedback, the default status will be ‘Submitted’. - **Date Received:** Pick a date to submit the feedback. You can leave this field empty. - **Date Closed:** Pick a date when the feedback is closed. By default, the value of this is None. - **Participant Name:** Enter the name of the participant to whom this feedback is related. You can leave this field empty. - **Related Circle:** Select a circle to which this this feedback is related. You can leave this field empty if not applicable. - **Private Mode:** Toggle on this option if you want to hide the risk on the related circle’s timeline. This functionality will be available soon. - **Related Staff:** Select a staff within your organisation that this this risk is related to. You can leave this field empty if not applicable. - **Description and Impact:** Enter a description of the feedback. - **Desired Outcomes:** Enter the desired outcomes of the feedback. ### **Investigation**  This section will be entered after the feedback is submitted. - **Investigation Undertaken:** By default, we check Yes. This means investigation will be undertaken. - **Investigation Record of What Happened:** Enter the investigation record of the feedback. - **Investigation Findings:** Enter the investigation record of the feedback. - **Investigation Actión:** Enter the list of actions proposed from the feedback. ### **Improvement**  This section will be entered after the investigation process is completed. - **Improvement Actions to be taken:** List the actions required for improvement - **Improvement Implemented:** Check on an option that’s suitable. You can also upload files onto an feedback report as attachments. # Track and Manage feedback Reports When you go to **Organisation > Feedbacks,** you will see all submitted feedback reports, organised in three tabs: - Dashboard - Track - Report ## Dashboard  This tab provides a visual overview of all submitted feedback through two pie charts (By Status and By Categories) and a stacked bar chart that combines both Status and Category. These charts offer a clear snapshot of feedback distribution, helping you easily track, analyse, and manage submissions across different statuses and categories. ## Track This tab displays all submitted feedback reports in a table format. By default, the feedback is sorted by number in descending order, ensuring the newest submissions appear at the top for quick access. To view a specific feedback report, simply click on its corresponding number.  ## Report This tab features a table summarising the number of feedback reports by Status and Category. It provides a clear overview of the total feedback reports being tracked, enabling you to quickly identify and address any necessary actions.  ## The filters On the right, you can use the filters to quickly search for the feedback reports. For the master filters, there are: - **Register (default):** This will show all reports. - **Continuous Improvement Report:** This will select the option ‘Yes’ of the filter ‘Improvement Implemented’. For other filters, you have: - **Updated At** - **Categories** - **Feedback Status** - **Investigation Undertaken** - **Improvement Implemented** - **Related Circles** - **Related Staff**  # Snapshot At the bottom of the filter panel on the right, you’ll find the Snapshot button. This feature lets you capture a snapshot of the feedback list at any moment, based on the applied filters. A PDF file containing the current view, along with your organisation name and the date, will be downloaded. This tool is invaluable for streamlining your auditing process.  # Who gets to see the feedback Report? Take a look at the access level for each organisation role to feedback Report: | | | | | | |---|---|---|---|---| ||**Manager**|**Office Staff**|**Service Provider**|**Auditor & Compliance**| |Create|Yes|Yes|Yes|Yes| |Read|Yes|Yes*|Yes*|Yes| |Update|Yes|No|No|Yes| *For users who are Office Staff or Service Provider, they can only Read and Update the feedback reports that they submitted. They won’t be able to see the reports submitted by someone else.  # Notification Settings This notification section is only visible if you are subscribed to the QMS Plan. You can manage who get notified through email whenever an feedback report is submitted or updated, as long as the person who did that clicked **Save and Notify**. Go to your **Organisation Profile settings > Quality Management System > Notifications > Who should receive feedback notifications?** Apart from the organisation owner, only users who are Manager or Auditor & Compliance can be added to the list.