What is an Action Register?
The Action Register is designed to enable a user to identify feedback requiring follow up and manage this feedback efficiently through to resolution.
NOTE! Not all users have access to the Action Register. It can only be viewed if your log in specifically allows it.
When a client is running a survey process infrequently (e.g. quarterly), no Action Register is set up. The long period between survey cycles makes it more efficient for you to rely on email alerts when consumers request contact rather than an Action Register (which requires you to log into the reporting portal on a regular basis.)
Click on Action Register (or equivalent label) at the bottom of the report menu to access your contact requests and action items.
How are action items created in the system?
The default rule with all Action Registers is that if a respondent asks to be contacted, their details will show in the Action Register.
If they provide contact details in the survey, it is these details that will appear in your Action Register rather than contact details provided in the data extract.
Some of our clients also use other rules to add records to their Action Register. For example, if a respondent gives a low score on an important rating, their survey response could appear in your Action Register.
If this respondent didn’t ask to be contacted, no contact details will show. However, their feedback may still have valuable insight which you could take action on.
Each client can decide on their own rules for their Action Register.
An optional feature of the Cemplicity system is being able to manually add records to your Action Register. This feature can be turned on for some users and not for others.
Manual addition of an action item is facilitated in comment reports. If you feel the comment should be acted upon, click the action icon to add the record. If the survey was anonymous no contact details will be available but you can still address issues raised.