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Action Register - features and tools

Learn how to access respondents full response summary, assigning actions to other users, adding notes and resolving actions.

Updated over a year ago

Action Register

The Action Register is where immediate, actionable change can be made from survey feedback. When a respondent has asked you to contact them, or has submitted a response that requires action, their survey response will drop into your Action Register.

The Action Register is designed to make it easy for a nominated administrator or different teams to manage these responses through to resolution.

Typical actions are:

  • Contact requests

  • Low experience or NPS rating

Note: Access to view the Action Register may be restricted depending on your user settings. Additionally, notifications may also depend on your user settings. To have this changed, please contact your programme administrator or our support desk: support@cemplicity.com


Features and Tools

Watch this quick 2 minute video to learn how to manage your actions.

(double click the video to expand it to full screen)

Action Registers can be customised with columns of data that will provide useful contextual information for your users. In addition to these, there are also several tools that will help to administer the action items. Note, that depending on your accessibility, you may not have access to all of these features

Notes

Next to each record is a "Notes" button. You may wish to use this to keep a record of conversations, what you have asked others to do, your follow up reminders and any outcomes for the action item.

Assign To
​

When you configure a user, you can elect to enable them to be assigned to action register items.

Once assigned, you can type their username and select them to be attached to an action item. They will then be notified of this new action via email.

Full Response Summary

This icon will only show if the respondent has agreed that their survey feedback may be shared with the user. Click on the icon to view the full survey response (you can the also download the response as a PDF file).

Resolved

The "Resolved" button allows you to record when an action item has been resolved to your satisfaction. You are able to apply a filter on this button so that you can quickly find unresolved items to work on.


Filtering by Action User

Within your Action Register (or equivalent) you should have a filter than enables you to filter the action items according to who has been assigned to them from your user list.

To make a user appear in this list, you will need to assign the user to this feature within the user management area. If you are not an administrator user, please contact your Cemplicity programme coordinator to arrange this. Or contact support@cemplicity.com.


Action item resolution status

Within the Action Register, you should have the ability to filter action items according to their resolution status. If an item is completed and checked as resolved you and can select to only view these items - the same is true for uncompleted items.


See all actions

Clear filters

In order to see all actions in your action register you will need to clear any filters selected. Simply click the cross next to any filters selected.

Expand your date range

The date range is often based off an event, such as the discharge date, rather than the completed date, so try extending your date range. For more info on how to do this, see here.

Additionally, If you accessed the action register via a link in a notification email you can select the action register link in the navigation panel to see all actions.

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