The Customer Surveys page holds customer feedback (ISO/IEC 17025 §8.6.2). Each row is one survey: when it was sent, whether it was answered, with what score, and what followed.
Found under: ISO 17025 → CAPA & Findings → Customer Surveys.
| Button | Action |
|---|---|
| Add — Create a new record | |
| Columns — Show/hide table columns | |
| Filters — Open/close the filter panel. A red dot indicates active filters | |
| Export CSV — Download table data as a CSV file | |
| Orientation — Toggle between portrait and landscape printing | |
| Print — Generate a PDF of the current view | |
| Help — Open the help dialog | |
| Search — Quick search through table data |
Clicking the icon on each row shows:
| Field | Description |
|---|---|
| Customer · Sample Order | Who it concerns and against which work |
| Sent Date · Sent By | When it went out and from whom |
| Response Date | When the customer replied — this sets the status |
| Satisfaction Score | From 1 to 5 stars |
| Customer Notes · Actions Taken | What they said and what you did |
| Linked CAPA · Linked Analysis | Identifiers of related records |
| Notes | Additional remarks |
No field is required: a survey can be recorded with whatever is known at the time.
The status is not chosen. It is derived from the Response Date:
| Status | When |
|---|---|
| Outstanding | No response date |
| Responded | A response date exists |
The laboratory can send surveys automatically after an analysis is approved. The setting lives under Settings → Client Email Notifications and is off by default. Once enabled, you control how many days after approval the survey goes out, how old an analysis may still be, and how often at most the same customer is approached.
The job skips analyses with no customer and those that already have a survey.
Points at — this page does not stand without these: