Leveraging Feedback in Katapult Pro

Content Links

Where To Leave Feedback

How To Leave Feedback

Where To Find Your Feedback

- Managing Feedback Conversations

Feedback Conversation In Action

With the Feedback tool, users working together on a job can leave comments and start up a conversation with the person that did the work or made the changes. PEs can perform reviews of their team’s work, verify make-ready calls, or potentially provide alternative solutions to the problem at hand. The tool allows for communication to flow naturally through the system and has a centralized location for a user to view all their feedback in Katapult Pro.

Our teams use feedback to propagate information quickly and efficiently, directly to the person who needs to receive it. Keeping Feedback inside the system will tie the information to a real-world entity to the actual conversation so that all parties involved have access to the data being discussed.

Where To Leave Feedback

Feedback can be left on the job as a whole (1), on a specific node within the job (2), on a particular action that is tracked on the node (3), or on an attribute change that is listed in the attribute history of a node (4) or an attribute change listed in the attribute history in the job settings.

For leaving feedback on an action or attribute change, you'll have to configure your Action Tracking in the project management page and ensure that Attribute History is enabled for the job (this can be found in the job settings).

How To Leave Feedback And Respond

Leaving feedback and initiating a conversation is simple. For leaving feedback on any of the levels listed above, click the chat icon. This will open up an initial "Feedback Details" window, which will allow you to drop your comments.

If it is the first time feedback is being left on the job or node, you will be prompted to click the "Start Conversation on Node" button in the Feedback Details window (see screenshot below).

Once you start a conversation, the Feedback Details window will look like the screenshot below:

You have two options available to you once you open up this Feedback Details window. You can either leave a message and/or open an issue. Think of it like this:

• Leaving a message indicates that you have non-actionable feedback to leave for somebody. By leaving a message, you can comment on a node without requiring action from that individual.

• Opening an issue indicates that you have an action item that you are requiring an individual to respond to. You need them to fix a piece of data on the node, correct an annotation, or possibly change a make-ready call.

The image icon to the right inside that 'Type message' text bar allows you to upload a photo from your device. (JPG, PNG, AVIF, and GIF files are supported.)

Any time you want to start a new conversation about an entirely different issue or leave a separate comment, you can always click the "Start Conversation" button (1).

If you want to filter feedback so that you can check any unresolved issues that are left on that job you have open, on that node you have selected, that Action you're inspecting, or that attribute change you're viewing, toggle on the "Issues only" (2).

There are three types of "statuses" for conversations: resolved issue (3), unresolved issue (4), informational comment (5). There can only be one issue marked in a conversation at a time, so the last issue that was opened, if it is unresolved, will have a red exclamation icon (4). If the last issue that was opened has been resolved, there will be a green checkmark in the corner of the conversation (3). If there was a comment left (more of an FYI feedback) without any issue opened, there will be a blue 'i' in the corner of the conversation (5).

If you are leaving Feedback on an Action or attribute change in the Attribute History, the user tied to that Action or attribute change will automatically be included in the conversation and notified. Otherwise, if you leave feedback on a node or job, you'll need to tag the person you're leaving feedback for. Any additional people you want to be involved in the feedback conversation (wherever you're leaving it) will need to be tagged as well.

To tag a user (or users), simply use the “@” symbol to tag another user in your company. The system will present you with all of your company’s users, and you can then search and filter down to find the correct person.

All the comments and actions (i.e. opening and closing issues) in this conversation will be tracked in the dialog window. Several people can be tagged and involved in a feedback conversation, and all parties will be able to see the most up-to-date responses. This will allow you to dialog back and forth with your co-workers.

To respond to feedback, you can open the conversation and type a response and/or choose an image and click "Comment." Instead of going through all the jobs and any nodes you've worked on to find feedback (like finding a needle in a haystack), you'll find all the conversations you started or are tagged in (or are tied to you if it's left on an Action or attribute change you caused) in the Home page, as explained in the next section.

Where To Find Aggregated Feedback

To find all the conversations you started (as well as the conversations you're a part of), you'll open the App Tray and navigate to the home page.

First, you'll click on the nine-dot App Tray (1) and find the Home page (2). The Home page is the page displayed in the screenshot above. Once you're here, if you don't yet have the Feedback Widget on your Home page (5), you'll click on the "EDIT WIDGETS" button (3) and then the blue plus "+" icon on the Feedback Widget in the widget library (4). You can use the 6 dot handle to move the feedback widget in one of the three column slots as you please. Once the Feedback Widget (5) is added, you can exit the Edit Widgets mode by clicking again on the "EDIT WIDGETS" button (6).

The feedback conversations opened from the Home page will show a path towards the top that shows how you would drill down to where the feedback is left.

In the above example in the orange box, the feedback conversation shows the job that this feedback is located in, gets more detailed to then show which SCID within that job that the feedback is, and gets to the smallest level of detail to show that this piece of feedback is listed on an Action item ("Extraction") on that particular SCID within that particular job.

You can click on the job or node levels that this feedback conversation exists on (click on the Job or the SCID) to open that level in a new tab. So clicking on the job will open the job. Clicking on the SCID will open the job with that SCID selected. This makes it easy to enter into the context within which this feedback was given so you know what the conversation is about.

The path will show up on the Feedback conversation, whether you're opening it on the Home page (like in the screenshot above), or if you're opening from where it's been placed (the job, the node, the Action, or the attribute change in the Attribute History).

Managing Feedback Conversations

In the Home page where you'll find all your Feedback conversations, you can manage how they're organized and which conversations will be more readily visible to you. There's an Inbox view to show conversations that may need attention, and there's an All Conversations view to show all of your conversations.

For either view, you can toggle on the "Issues only" toggle towards the top of the widget.

This will only show conversations with open issues that may need your help with being resolved. Toggle this off and you'll see all the conversations in your Inbox again (or in your All Conversations view, depending on which view is open).

You can move your conversations out of your Inbox and All Conversations views from the conversations list in the view itself. (For the All Conversations view, you can also move the conversation back into your Inbox.)

In the All Conversations view (see above screenshot), you'll see both conversations in your Inbox and conversations that you have archived. Hover over a conversation and you'll see the Remove from Inbox button or Move to Inbox button (hover long enough and you'll see a tooltip with the button's name). The Inbox view will only give you the Remove from Inbox option.

(You may notice the slightly different colored backgrounds of the conversations in the above screenshot. The white background denotes a conversation that has new comment(s) that have not been opened or viewed yet. The slightly gray background denotes conversations where you have opened or viewed all comments in that conversation.)

You can also remove a conversation from you inbox when you have opened the conversation (and left the list view).

If you no longer wish to be a part of the conversation at hand, you can leave it altogether by clicking Leave Conversation. This will remove you from the conversation and you will no longer receive future notifications. It will also automatically remove the conversation from you Inbox.

If you still want to receive future notifications but want to keep your Inbox organized and decluttered, you can remove the conversation from your Inbox instead by clicking Remove from Inbox. This will file the conversation away and remove it from your Inbox. You are still a follower of this conversation and will be notified if any further comments are left, meaning this conversation will show up in your Inbox automatically if further comments are left, as well as in your account avatar.

Your account avatar is in your toolbar (circled in orange above). (Most likely yours will be a colored circle with a letter, unless you have a Gravatar set up.) When you click on this, you'll see your Feedback Inbox toward the bottom. (There's an "Inbox" button that allows you to switch between your Inbox and the All Conversations view.) Clicking on the "Hide Feedback" button will hide any feedback conversations from your account avatar (and it will look like the image above, to the right). You can click "Show Feedback" to display it here again.

Even without your account avatar opened, you'll be able to see how many conversations you have at a glance, and if there are any issues based on the bubble notification seen on your avatar. The number represents how many feedback conversations you're a part of that have had an opened issue, whether that is still open or whether it has been resolved. If any of those conversations has a currently open issue, your Feedback notification bubble on your avatar will display as red. Hover over that number, and the bubble may split into a red bubble with one number and a blue bubble with another. (This will happen if there's a mix of conversations with open issues and resolved issues.) These split bubbles show how many conversations have an open issue (the number displayed in the red bubble) and how many conversations had an open issue that has since been resolved (the number displayed in the blue bubble). In the above GIF, you'll notice the red four turn into a blue three. This occurs when you resolve the issue, remove it from your Inbox, and no longer have any conversations with open issues.

Feedback Conversation In Action

Let's go ahead and look at a situation where there is only a message left, as well as when a message is left and an issue is opened.

Let's say James is reviewing extraction on this job. His team has an "Extraction" Action set up. On this pole, James notices that the point load end isn't marked for these overhead guys, which is an important part of their workflow. It's not necessary for extraction, but is important once this job moves along to the Make Ready engineering portion of their process.

So he clicks on the three dots of the "Extraction" Action. Notice he doesn't tag the user - that's because the user this feedback is for is the user who performed that Action, and they'll already be involved in the feedback conversation. All that's left for him once he types his message is to "Comment."

Let's take a look at what this will look like on the recipient's end.

When the recipient, Leanne, logs in and navigates to her Home page, that message is in her Feedback Inbox (with a white background since it hasn’t been viewed yet). When she clicks on it to open the conversation, she can read the message and then click on the SCID in the Feedback path to view the pole and what James is talking about. (From here she can open the piece of Feedback again so it she can view it at the same time that she’s viewing the pole it was left on.)

Even though James didn’t tell her to “fix” anything, she went ahead and added the Point Load End attribute so that Make Ready would be easier later on for her team because she’s a team player.

What if there's an issue that really does need to be fixed? Well, in the same job during the Make Ready process, there's a double wood. Leanne annotated the comms left on the stub, but during Make Ready she didn't call for those cables to be transferred. This is an error that needs to be fixed, and it's crucial she understands not to miss this in the future.

So as James notices this in his review of the job. Like before, he starts a feedback conversation on the pole, and then he opens an issue. (They don’t have an Action set up for this, so he’s just leaving it on the pole itself.) Because there is no automatic link to the Leanne (like there was with the “Extraction” Action), James will have to tag Leanne in the Feedback to make sure it shows up in her Inbox.

He leaves a detailed message to give constructive feedback on what she missed and makes sure she knows his expectations on how she should fix it.

From Leanne’s Feedback Inbox, she notices that an issue has been opened by James. Once again, she clicks on the SCID in the Feedback path to open the pole it pertains to.

She turns on Make Ready view and starts to make the fixes that James told her to make. Once she thinks it is fixed as he expects, she marks the issue as resolved.

Feedback might not necessarily be this detailed, but hopefully this gives you an idea of the general flow of what a Feedback conversation could look like.

Make sure you and your team are on the same page for how to make this feature work for you so everyone is on the same page. Who should be responsible for marking an issue as resolved? When do issues get re-opened? What is proper etiquette in terms of leaving a conversation or including other people? These are some good questions for your team to think through to get the most out of Feedback.

Thanks for reading! We are excited for your team to be able to start using this new feedback system. If you run into any issues or have any questions, contact us at support@katapultengineering.com. How can we improve our documentation? Let us know in the comments below!