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Client questionnaires to gather feedback about a Job are set up in the Review tab of the Jobs module. Any number of review ratings may be added from a list set up in Codes Management.
To set up client feedback:
Navigate to the Jobs module in the main menu.
Select the required Job number (see Searching for Jobs) and navigate to the Review tab.
A list of review ratings is displayed. The Review Type filter allows ratings only for Clients, Internal Reviews or External Reviews to be displayed. The total and average value of ratings is also displayed.
The list of review ratings may be populated with the Add Ratings button
, which will add ratings based on the type of Job.To add an individual rating, click the Add button in the Smart Panel. Click Add in the Ratings Lookup popup window to define a new rating (see Codes Management). Add as many review ratings as required.
The list may be cleared with the Delete All button
and updated with the Refresh button 
.
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