Managing Resolutions

Resolution Tracking: What’s the Status?

Unfortunately we all get them – detractors. To identify service concerns, and hopefully resolve them we’ve developed a tracking method to organize and keep your team all on the same page. By default all detractors are automatically set as an issue that requires action to be taken.


The Process

The Process Explained 

Email Notification: A client who rates you a 6 or lower is considered a detractor and as a result you’ll receive an email notification with the survey responders full contact information, as well as their survey response.

Setting a Resolution & Adding Notes: You can set a resolution, reassign an issue, and add notes directly from the email notification or you can login to your ClearlyRated dashboard and complete the same actions within the online tool. Within the online tool you can also view past responses, resolutions, and notes.

A Note about Notes: At every step of the process it’s important to add a note, as a resolution status is only as valuable as it’s supporting notes. Notes provide your team with an update on each client and provide a history of the issue which will speed up response times.


Resolution Tracking: What’s in a name?

We have 5 resolutions status options, the status you’ll use the most is Resolution in Progress and (hopefully) Resolved. However, the other status options are also important to understand and utilize when necessary.

  • Resolution in Progress
  • Can’t Resolve
  • Not an Issue
  • Resolved
  • Escalate

Resolution in Progress: this is set when one of your team members has taken action and they are currently in communication with or waiting to hear back from a client. Notes here are very important to connect your team with how you’re progressing with any issues. Once Resolution in Progress is set, this is considered an active issue.

Can’t Resolve: this is set after a significant amount of communication between you, your team, and the client has ended and all parties cannot come to an agreement on how to fix an issue. Once Can’t Resolve is set, this is considered a closed issue.

Not an Issue: this is set if the survey response does not require any action. For example this resolution is generally set when someone provides feedback along the lines of “I haven’t worked with your company enough to provide an educated rating” or “new relationship, too early to tell”. Once Not an Issue is set, this is considered a closed issue.

Resolved: this is a secondary resolution and should almost always be set after Resolution in Progress. Resolved ideally equates to the client is happy and we have addressed and fixed the issue, or if you can’t fix it you’ve been able to develop a process to make sure it doesn’t happen again. Once Resolved is set, this is considered a closed issue.

Escalate: this is set when resolving an issue requires leaderships involvement. This resolution option will send an automatic email notification directly to the highest in command and will include the survey responders contact information and response. Once Escalate is set, this is considered an active issue requiring immediate action.


Resolution Tracking: Email Notifications


My Issues: Advanced Settings

There will be times while managing resolutions that you’ll find that an issue cannot be resolved by you and should be assigned to someone else. From either the detractor email or from your ClearlyRated dashboard, you can reassign an issue to the appropriate person within your organization. Additionally, you have the option to follow the progress of the issue (as well as add other followers) and receive email alerts when the issue status has been updated.

Once you reassign an issue, an email will be sent notifying the new lead who will be resolving the open issue.

With these new steps in place, the ability to record, track and update the progress will streamline the entire process of handling detractors. Visibility into My Issues is dependent on user access.


My Issues

Within your ClearlyRated dashboard, there’s a section built specifically for you and the issues you’re managing. At a glance, when first logging into your dashboard, in the top right screen you’ll now quickly see how many Open Issues you’re actively working.


By clicking directly on My Issues, you’ll be directed to a page where all of the Issues you have access to are sorted into five categories: Flagged Responses, Actively Working, Followed Issues, All Open Issues, and All Closed Issues. From here you’ll be able to quickly assess the feedback and take appropriate action. Ideally you would take your first action within the first 2 days of a response being marked as “Needs Attention” and have all Open Issues closed within two weeks.