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Feedback — Transactions

Overview

Feedback is SARA's internal channel for suggestions and complaints. Any collaborator can submit one at any time using the Feedback button available in the SARA header. HR or designated reviewers manage submissions from the Suggestions & Complaints screen (/feedback), where they track, review, and resolve each item.

For the end-to-end process, see: Workflow.

Note

For common UI patterns used across SARA (tables, filters, dynamic columns, naming conventions), see: Common Features

Submitting feedback (global header)

Any logged-in collaborator can open the submission form by clicking the Feedback link in the right-side panel of the SARA header. This button is available on every page — no special permission is required.

The form includes:

  • Not Anonymous checkbox — unchecked by default, meaning submissions are anonymous. Checking it identifies the submitter so SARA can send them an email when the item is resolved.
  • Title — a short label for the suggestion or complaint.
  • Text — the full description.

On submit, SARA records the item and sends an email notification to all users with the feedback email permission.

Note

Anonymous submissions are fully resolved internally — no follow-up email is sent to the submitter. Identified submissions trigger an email to the submitter when the item is closed.

Suggestions & Complaints

URL: /feedback

Overview

The administration screen for HR and managers. Lists all incoming suggestions and complaints split across two tabs — Pending (items awaiting action) and Resolved (closed items) — and provides the tools to review and close each one.

What you will see

The screen is organized into two tabs:

  • Pending — Shows items with status PEND (newly submitted, awaiting review) and INPG (currently being reviewed). Columns: Created at, Title, Suggestion/Complaint, Status.
  • Resolved — Shows items with status ADDR (resolved with action taken) and CLNA (reviewed, no action possible). Columns: Created at, Title, Suggestion/Complaint, Resolution, Resolved at, Status.

Both tabs support status filters and custom column selection.

What you can do here

  • View — Opens a read-only detail modal showing the full title, submission date, resolution date (if applicable), the complete suggestion/complaint text, and the resolution text (if closed).
  • Update status — Only visible on Pending items. Behavior depends on the current status:
    • PEND → In Progress — A confirmation prompt asks "Start working on this feedback?" Confirming moves the record to INPG to signal that review has begun.
    • INPG → Close — Opens the resolution form. The reviewer selects a resolution type and writes a resolution description. Closing the form sets the final status.

Permissions

Permissions

Access and actions are permission-driven. See: Permissions