Feedback Summary
A feedback summary provides a capture of the feedback that occurred on an asset. Depending on your permissions, you can customize the details included in the report.
- Communicate change requests to the team responsible for making those changes.
- Capture a PDF of all the feedback in the review and approval cycle to store with the final approved asset.
You can generate feedback summaries at many organizational levels of ConceptShare and include information that is relevant to the specified levels and options you selected. For example, a project-level feedback summary captures the feedback for all reviews and assets contained in a project, whereas an asset-level feedback summary captures the feedback and information specific to that asset.
Feedback Summary Settings
With the Feedback Summary dialog box open, you can update the settings from the following tabs:
| Tab Name | Option | Description |
|---|---|---|
| Summary | Include cover page | This option provides an introductory page. |
| Include Assets with no feedback | This option can be important if no comments were made on a given Asset, but it still needs to be included in the Feedback Summary. | |
| Break page before each Asset | This option adds a page break to separate multiple Assets. | |
| Include page numbers | This option can be helpful when tracking or referencing particular changes made to an Asset. | |
| Asset | Include general comments | This option includes or excludes feedback items that resources added to Assets. |
| Include previous versions | For versioned Assets, this option enables you to capture feedback and responses on both the current and previous versions. | |
| Review information | If Reviews were generated for an Asset, this option enables you to capture the settings of the Review and the responses received during the Review. | |
| Upload information | This option ensures that the particulars for your Asset, such as the Asset uploader, upload date and time, and number of pages, are included in the Feedback Summary. | |
| Custom form information | For Enterprise Edition customers, this option enables you to include the metadata that you entered for an Asset. | |
| Folder path information | If there is a hierarchy of folders, this information helps delineate each item by listing the folders. | |
| Break page before each feedback item | This option enables you to segment feedback to separate pages. | |
| Feedback | Only feedback with user replies | This option enables you to include only the comments that had an ongoing conversation. |
| Only feedback with reference links | This option enables you to include only the comments to which the reference tool was used. | |
| Only unread feedback | This option enables you to pull items that you have not viewed. | |
| Only Unflagged / Flagged Feedback | This option enables you to select/clear unflagged and flagged feedback. When you select the Only Flagged feedback option, you can further filter by flag type. | |
| Only Unresolved / Resolved Feedback | This option enables you to select/unselect unresolved and resolved feedback. When you select the Only Resolved feedback option, you can further filter by resolution type. | |
| Only feedback submitted by | This option enables you to filter feedback by Reviewer. | |
| Only feedback that matches | This option enables you to specify the parameters by which to filter the comments. The parameters are not case-sensitive. It will look for the exact text (quotation marks are not necessary).
Note: It does not support wildcards.
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| Sort feedback items by | This option enables you to sort feedback by:
All of these criteria are "and" criteria, and each selection will reduce the number of feedback items included in your summary. For example, if you select Unread AND Reference Links and you then read a feedback item with reference links before generating the summary, that comment will not be included because it is no longer unread. |
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| Sort order | This option enables you to sort your variable in either the ascending or descending order. | |
| Delivery | Send an email with a link when it's done | This option enables you to continue your work; ConceptShare will send the summary to your email. |
| Download now | This option enables you to download the summary when ready. | |
| I don't need a copy | Select this option if you do not need a copy of the summary. | |
| Optionally, send an email to | This option enables you to send the summary to others by email. You can send to multiple recipients by separating each email address by a comma. | |
| Subject | You can enter a subject line in the Subject field. | |
| Message | You can enter a message to let the recipient(s) know why you are sending the summary and what action is expected of them. |
Feedback Summary: File Naming Convention
ConceptShare automatically names your Feedback Summary file based on the level at which you generated it.
| Level | File Name |
|---|---|
| Project | [Project name]_FeedbackSummary_yyyy-mm-dd-hhmmss.pdf |
| Review | [Review name]_FeedbackSummary_yyyy-mm-dd-hhmmss.pdf |
| Asset | [Asset name]_FeedbackSummary_yyyy-mm-dd-hhmmss.pdf |
| Folder | [folder name]_FeedbackSummary_yyyy-mm-dd-hhmmss.pdf |