Performing Feedback Instruction
The last step of feedback instruction is to perform the instruction in Engage Forms (Umbraco). Multiple feedbacks created and donated towards in Engage, automatically appear under the Instruct tab.
The Instruct tab is under a feedbacks scheme because multiple feedbacks might have different locations or themes, hence, one can filter and identify them according to their use. You can instruct a single feedback or more than one, refering to as bulk feedback instruction.
To instruct a feedback:
1. Navigate to the feedback scheme screen, next to programme, and open up the Instruct tab.
2. Mulitple feedbacks created in Engage appear with parameters; Reference, Location, Theme, Stipulation, etc.
3. To instruct any feedback, filter and choose the fund dimensions via the filter icon, select the feedback to instruct and click Instruct x.
- x represents the number of feedbacks selected for instruction.
- You can also use Instruct All to instruct all the feedbacks.
4. On the Instruct Feedback screen, select the project to instruct feedback into and click Instruct.
- Remaining Capacity: Number of feedbacks to be instructed for a particular project.
- In progress: Number of feedbacks that have been instructed for a particular project.
5. The feedback instructed would automatically appear in the relevant project under the Child items tab. You can click the feedback and view all its information under the Content tab.
6. As soon as a feedback gets instructed in Umbraco, the status instructed would show for the feedback in Engage.
7. Also, PDF feedback reports are generated for each instructed feedback. Each report has an embedded approval process so you can check what goes to the donor before they receive anything. Once approved, the reports are sent to the supporting donors. These reports are designed as per your charity’s branding and can be delivered by email, post or even a link via SMS.