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Leave feedback on questionnaire work

The staff questionnaire workspace, used to review answers and request a focused correction. Use the field or section feedback controls when a response needs clarification or correction. Make the request specific: name the document or fact that is missing, explain what is needed, and avoid putting sensitive internal strategy in client-facing feedback.

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Choose the right communication channel

  • Use internal case notes for staff-only context and strategy.
  • Use questionnaire feedback or a request-change workflow for information the client must act on.
  • Use portal notifications for broader case updates that the client should see outside the questionnaire.

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Write actionable requests

  1. Refer to the exact question or document.
  2. State what is incomplete or inconsistent.
  3. Say what evidence or answer is required.
  4. Review the client-facing wording before sending.

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Troubleshooting

If the client says they did not receive a notification, first confirm that the feedback was sent through a client-facing workflow rather than saved as an internal note. Then confirm the client’s email and invitation access.