Documentation
Note: This documentation is currently a work in progress.

Ask attendants for Feedback after bookings

The feedback feature allows publishers to submit reports about their activities after participating in a reservation (shift or item booking). This might include information such as: positive and negative experiences, number of literature items distributed, conversations had, and contact information received. Depending on the configuration, the system can automatically remind publishers to submit their missing feedback or allow them to track specific publications from the inventory.

Admin Area: Calendar Settings

Open Settings

Coordinators can configure how the feedback system works for their calendar under 'Calendar Settings -> Feedback'.

Deactivate entire feedback functionality

What it does:

Completely disables the post-shift feedback reporting system. When enabled, all links, menus, and forms related to feedback reports are removed. Publishers will not be prompted to submit reports, and coordinators will not collect feedback data.


Where it appears / Effect:

Use this if your congregation or group does not require any reporting or feedback after shifts.

FAQ
  • Can I turn off the post-shift feedback system?

    Yes, you can deactivate the post-shift feedback system completely by checking this setting.

  • How do I stop publishers from receiving feedback report prompts?

    Once enabled, publishers will not be prompted to submit reports, and no automatic emails or dashboard warnings for missing reports will be shown.

Send email requesting feedback

What it does:

Sends automated reminder emails to publishers who have not submitted feedback for their completed shifts within the configured time limit.


Where it appears / Effect:

Use this to ensure publishers don't forget to submit their reports. This only works if the feedback functionality is NOT disabled.

FAQ
  • Can I disable feedback email reminders?

    Yes, unchecking this option stops the system from dispatching automated email reminders to publishers who have not submitted feedback.

  • How do I stop the system from sending reminder emails to publishers who forgot to submit reports?

    Disabling this setting stops all automated reminder emails, but coordinators can still see missing reports in the admin area.

Ask the publishers to provide feedback on submitted publications

What it does:

Enables fields in the feedback form for publishers to report exact numbers of distributed literature (books, brochures, magazines, and tracts) placed during their shift.


Where it appears / Effect:

Use this for detailed tracking of specific publications.

FAQ
  • Can publishers report literature placements in their shift feedback?

    Yes, when checked, the feedback form includes input fields for reporting placement metrics (books, brochures, magazines, tracts).

  • How do I collect literature metrics for shifts?

    Literature metrics are collected automatically from user-submitted reports and aggregated in the admin statistics.

Show only detailed publication reports in feedback

What it does:

Shows a detailed breakdown of literature items in the feedback form rather than a simplified count, allowing precise tracking of literature placements.


Where it appears / Effect:

Use this to maintain strict and accurate inventory tracking.

FAQ
  • Can I configure feedback reports to only show specific literature items?

    Yes, enabling this option restricts feedback input fields only to pre-configured specific publications.

  • How do I track exact counts for specific books or brochures rather than generic publication types?

    In the admin panel, you can pre-define specific publication titles to track exact literature items for campaigns.

Literature gets automatically taken off the inventory when feedback is recorded

What it does:

When a publisher submits their feedback and indicates they distributed specific literature, those items are automatically subtracted from the calendar's inventory stock.


Where it appears / Effect:

Automates inventory management based on actual placement data.

Remove negative experiences field

What it does:

Hides the text input area for reporting negative experiences or difficulties on the feedback form, keeping feedback reports focused strictly on literature metrics and positive summaries.


Where it appears / Effect:

Use this if you want to focus purely on positive experiences and statistical data.

FAQ
  • Can I hide the comment box for negative experiences in feedback reports?

    Yes, checking this option hides the text input area where publishers write about negative experiences or difficulties.

  • How do I prevent publishers from typing negative remarks on the feedback form?

    This simplifies the feedback form, limiting reports to literature placement numbers and positive summaries.

Coordinator / Admin Views

Open Settings

Coordinators have several tools to review and manage feedback.

Feedback Reports

A comprehensive report of all submitted feedback within a selected date range. Features include filtering by date range and campaign, viewing sums and statistics, exporting data to Excel, and editing or deleting specific feedback entries.

Missing Feedback (Admin View)

Open Settings

A list of past reservations where the assigned publisher has not yet submitted their feedback. Coordinators can see who is missing feedback, manually submit feedback on behalf of the publisher, and bulk remind selected publishers.

Standard User (Publisher) Views

For standard users, interacting with the feedback system is primarily about submitting their reports and viewing their past reports.

Submit Feedback

Opens the form where the publisher enters their statistics (talks, publications placed, positive/negative experiences). The fields shown depend on the Calendar Settings configured by the coordinator.

My Missing Feedback

A dashboard view showing the publisher which of their own past reservations are still awaiting feedback. Clicking on an entry allows them to submit the feedback.

My Feedback

A history of all feedback the publisher has submitted. They can view the details of their past reports.

Missing Feedback (All users with right)

If a standard user is granted the 'Show missing feedback' role, they can see a list of unsubmitted feedback for other publishers. This is useful for group leaders or assistants who help collect reports but aren't full coordinators. They can enter the data on behalf of others.

User Profile Settings

Users (often coordinators or group overseers who get notified of incoming feedback) can opt out of receiving an email notification every time someone submits a feedback form.

Summary of Data Collected

A standard feedback form (when fully enabled) collects numerical data (Books, Brochures, Magazines, Tracts, Videos, Conversations, Contact info received, Contact cards) and text data (Positive experiences, Negative experiences).