Advanced Helpdesk - CSF (Customer Satisfaction Form) Audit

Once a Task has been completed, a Customer Satisfaction form can be sent and the results recorded against the Task.

To create CSF Audits see Customer Satisfaction

Advanced Helpdesk - CSF Audit

The link will open the Advanced Helpdesk / CSF Audit grid. It is a grid view which can be searched, sorted and customised as normal.

To assign CSF Audits click Assign , entities in the right hand assignment window are connected.

To print the CSF Audit to send to the customer click CSF Audit .

To record the results of the CSF Audit, double click the assigned CSF audit, a pop up window will appear allowing the data to be recorded.

Click to view - CSF Audit Fields and Descriptions

Field Name	Description
Batch Number	Auto generated batch number.
Task ID	Auto generated link to the Task.
Issued To	Auto populated with the Reporter of the Task.
Email	Auto populated with the Reporters Email.
Reported by	Auto populated with the Reporter of the Task.
Telephone Number	Auto populated with the telephone number of the Reporter.
Completion Date	The date the CSF Audit was completed.
Reviewed by	From the drop down enter the name of the reviewer (person recording the results) - drop down connects to Contacts
Reviewed Date	The date the CSF Audit was reviewed.
Reviewer Comments	Free text comments box for the reviewer to enter relevant information.

Once the Details tab has been completed the Questions tab can be clicked. This Tab will enable all answers to the questions assigned to the CSF Audit to be recorded.

Complete the fields and click Save and Close .