Feedback forms and staff surveys

1. Open Client feedback (or Staff surveys).
2. Click + Use ready-made feedback form — its questions match your regulator's key areas — or + Build my own form.
3. Save it, then open Share & print to copy the link, or print paper copies.
4. Paper or phone answers? Click + Enter paper / phone response.

Results and action plan

Results overview shows scores by area. In Action plan, Loup can suggest actions from the results — you choose which to keep, and give each one an owner and a due date.

Using a form again

Tick Also save as a template when saving, or click Save as template on an existing form. Saved templates appear at the top of the page.

Still stuck? Contact support or speak to your customer manager.