Over View: In this version, we have provided multiple advance features in this release with the application and web portal.
1. Preventive Maintenance:
In preventive maintenance, there are 2 features mentioned below:
a. PM Scheduler list show:
There is an icon near the scheduled date. on click of that icon future schedule, and date will be shown. Can edit and delete that day. Show all Pm which are scheduled.
In pm for detail need to provide a tab so the user can view it for further details. Upcoming Pm list and scheduled PM list. Download option for upcoming and scheduled listed.
Figure 1.1: Preventive Maintenance>>Detail Screen
b. PM filter improvement:
By default, all pm tickets should be show on the pm & multiple flow select option should be show on pm filter
Figure 1.2: Preventive Maintenance>>Filter
2. Complaint Management:
a. Complaint reopens with role base access:
In complaint management and in every module, we have developed this feature for other modules also, where the user can select the child of every status and button.
i. Setting>>Role management: In the role management: have provide the option of selection role base access.
Figure 2.1: Setting>>Role Management
b. Complaint Management selected fields download:
In complaint management, there is already an option of selected fields from where the user can select the required fields and download the all-selected fields from more option. In more options need to provide the 3 ways to download, PDF, CSV, and Excel.
Figure 2.2: Complaint Management>>Selected Fields
C. Complaint reupload quotation:
Setting: Complaint service >> Preference: We need to add a setting in the preference form Do we need to re-upload the quotation option for the service provider? – Default ON, do we need to enable the quotation button? – It will show to the customer. Once the customer approves then vendor can reupload
Disable Revise Quotation: If user unselect the option from setting, then vendor can’t be reupload rate card.
If the vendor mistakenly uploads a quotation and it has been approved then the customer side one set will be there. After enabling that setting by customer then vendor can reupload quotation.
Figure 2.4: Reupload Quotation
d. Assignee to Vendor changes:
Complaint Assignee to vendor do check status wrong show for Work accepted and quote sand button:
- Do check the complaint service?
- Do we need direct assets module-based complaint assignee flow for a service provider?
- Do we need an assign to start flow in complaint management (without accept and decline)
- Quote Approval service on. Result: Status should be shown on accepted and quote send button should be shown.
Result: Status should be shown on accepted and quote send button should be shown.
3. Inventory Management:
In Inventory, we are providing the bulk upload and bulk download option, from where user can upload the Inventory and also can download the uploaded inventory.
Figure 3.1: Inventory Management>>Item and Group: Upload & Download
For upload:
The option of Item and group, So in Item tab we will provide the option of bulk upload from where user can upload the information of Item and group in below details and format.
Column and row base the data of excel can be added.
- Group Name
- Group Description
- Unit
- Attachment
- Group_Item Name
- Group_Item Description
- Group_Unit
- Group_Item Type
- Group_Item Quality
- Group_ SGST
- Group_ CGST
- Group_IGST
- Group_sales Information
- Group_Selling price
- Group_Selling Description
- Group_Purchase Information
- Group_Purchase cost
- Group_Unit
- Group_Track Inventroy
- Group_Track Invetory_ opening Stock
- Group_Track Invetory_Opening Stock Rate
- Group_Track Invetory_Reorder point
- Group_Track Invetory_Prefered Service provider
Figure 3.2: Inventory Management>>Item and Group: Upload
For Download:
Users can add download the same file and also the bulk download of listed item and group.
If user add manual, then it should be possible, the bulk upload data can be download in same format.
Figure 3.3: Inventory Management>>Item and Group: Download
4. Assets Management:
In assets management, there is the option of TAT in where the module is, where TAT will have the option of time (hours, Days, week, month, year), and also the day’s option in the TAT.
In the pop-up there will be the option of Frequency from where the user can add the frequency and also once frequency have the option of hours, days, months, and years). Example for hours: If the user selects hours, then it will like 30 min,1 hour, 1.5 hours till 1000 Hours, once the user wants to add any data more than this dropdown user can select others, and can add from his side like 2000 hours.
Figure 4.1: Assets Management>>TAT
5. Staff Management:
Setting>>Email Service>> Staff Management: Do you need email service for changes in profile email?
Staff Management: In staff management there is an action option where user can have an edit button then edit the email.
Profile: In the profile needs to provide the edit option for email, from where the user can click on edit email, and then a pop-up will generate which will have the option to add the OTP based on the current email ID and Phone number as well. In Edit option need to provide the OTP should be 4 letters(word).
Figure 5.1: Profile>>Edit Email
6. Analytics:
Tabula:
In tabula for complaint management, we are going to cover the 9 charts which is mentioned below:
- TURN AROUND TIME
- EMPLOYEE AVERAGE TIME
- OPEN VS CLOSED
- COMPLAINTS RESPONSE TIME
- TOTAL COMPLAINTS AND AVERAGE TIME
- AVERAGE TIME – INTERNAL VS SERVICE PROVIDERS
- COMPLAINTS INTERNAL VS SERVICE PROVIDER (Combined Graph
- SERVICE PROVIDER AVERAGE TIME
- SERVICE PROVIDERS – MOST REPAIRS
- SERVICE PROVIDER – TURN AROUND TIME
7. Logo Changes:
In TeroTAM we have provided new logo for customer and service provider with Android and iOS.
Figure 7.1: TerTAM Logo
8. Android Improvement:
a. Expand and Collapse:
All expand and collapse with single click in every page, for each and every module of customer and service provider.
Figure 8.1: Expand and Collapse
b. QR code Scan and Flash mode on – off:
QR code scan time need to add flashlight on – off option due new feature which can help to user to change the mode and if user work on night time if they work and want to scan the QR code will hard scan QR code.
Figure 8.2: QR code scan and flash light on -off
9. Backend Improvement:
a. Attachment code optimizes:
Optimize code which creates a report with form attachment. Remove Image and PDF conditions and set one common function for this attachment report.
b. Performance Improvement:
In Preventive Maintenance the DB (Data base performance is improved for smooth and speedy work.
10. IOS: Improvement:
a. Application Upload issue:
In MacBook and Mack mini there was issue while uploading the application so we have clear that glitch.
b. URL Transfer code:
Removed few URL from the code from customer and service provider.
c. QR code Scan and Flight mode on – off:
QR code scan time need to add flashlight on – off option due new feature which can help to user to change the mode and if user work on night time if they work and want to scan the QR code will hard scan QR code
11. Frontend Improvement:
a. Report Changes:
In report need to provide the option from where user can ad, update and view the date in the report.
b. Restricted URL:
When user is not login in customer portal, and that time click on mail and link it will redirect to its same module after login to the software.
c. Remove tool tip:
Need to remove tool tip from the customer: setting>> Complaint service>> Complaint work flow.
d. Analytics Data Module:
In Analytics charts click on view data module improvement.
e. Add Application icon:
In mobile application view need to provide the add option of application icon.
f. Frontend – PM filter improvement:
By default, all pm tickets should be show on the pm & the multiple flow select option should be shown on pm filter.
