Overview: In the 23.4.0 version we have provided multiple advanced features in this release with an application and web portal, where we care about security and enhancement with smart workflow.
Task Management:
In task management there will be option of priority and dynamic attachment option which is mentioned below:
Task Priority:
Setting>>Task Management>>Preference: In the task management setting there will be an option of Priority Type so the option will be Do you need priority base Task management? By default, the service will be off.
Figure 1.1: Setting>>Task Management>>Type
Once the user is ON the service, there will be an option of default priority while creating the task management.
Figure 1.2: Create Task base on priority
Task Attachment:
In Task Management there will be an option for dynamic attachment with all detailed options of web and application access.
Setting>>Task Management>>Preference>>Media Setting:
i. Do you need the attachment option?
ii. Do you need Attachment Mandatory?
iii. Attachment Type?
- Attachment Limit
- Validation Limit
- Attachment Notes
Figure 1.3: Setting>>Task Management>>Media Setting
iv. Do you want to show the Image icon in the report?
v. Do you want to compress Image based on quality?
vi. Do you want to compress video based on quality?
Figure 1.4: Setting>>Task Management>>Media Setting
Mobile App Setting
c. Camera:
- Do you want image option?
- Do you want to show latitude and longitude in the image?
- Do you want a video option?
d. Gallery
- Do you want image option?
- Do you want to show latitude and longitude in the image?
- Do you want a video option?
e. Document
- Do you want a file option?
- Do you want image option?
- Do you want to show latitude and longitude in the image?
- Do you want a video option?
Figure 1.5: Setting>>Task Management>>Mobile Media Setting
In Camera, Gallery, Document there will be option based on application where user can add based on the setting for live.
Enquiry Management:
Move Enquiry to Task Management:
In enquiry management, there will be a ticket of enquiry which can be moved to task management.
Setting>>Enquiry>>Form: In enquiry management, there will be an option to create a dynamic form for enquiry. While creating the enquiry there will be field of form which is mentioned below:
i. From Name
ii. Fields
iii. Type of value
- Boolean
- Text
- Number
- Decimal
- Date
- Selection
- Text Area
- Attachments
- Latitude & Longitude
- Phone number
- Location
Figure 2.1: Setting>>Enquiry Management>>Enquiry Form
iv. Advance
- Do you want to move Enquiry Management to Task Management? By default, the service will be off once the user on the service there will be option of
- Title: field option
- Description: Field option
- Do you need to move activity to task management?
- Do you need to move attachment to task management?
v. Submit:
Figure 2.2: Setting>>Enquiry Management>>Enquiry Form>>Advance Option
Once the Enquiry form is created based on the setting then in main module there will be option of create the form (Label) and fill (input type value)the field of the form which is added based on the setting.
The added inquiry will be in the listing screen from where the user needs to click on the ticket and work on the ticket from the detail page, the detail page will have the option of Assignee to Accept and Decline, so once the user clicks on the Assign to option the pop-up will appear with the internal staff list.
Figure 2.3: Enquiry Management>>Detail>>Assignee option
If the user accepts the ticket in detail the ticket button will be updated as Start, Start, so once the user has the ticket they will send a proposal, Complete. If the user clicks on send a proposal, then needs to upload the document and once the document is uploaded there will be an option of Edit Proposal, and behalf of Guest, (Accept and Decline). If the user accepts it, then there will be an option of Pause, complete, Re-enquiry, Move to.
If the user clicks on move to an option, then the pop-up will appear to create the task with enquiry and task information.
Figure 2.4: Create Task from Task Management
Once the ticket is moved to task management, then in listing screen of task management the user will be able to view the ticket which is move will be in pending status.
Setting>>Enquiry>>Workflow:
In workflow the new option is added for the Decline, by default the service is off, once the user on the service then can be able to decline.
Figure 2.2: Setting>>Enquiry Management>> Work flow
Decline option: In Enquiry Management once the ticket is created and the ticket is started at the top right there will be a decline option for the enquiry ticket.
SCA (Store Condition Assessment):
Finance:
In SCA we have already covered (Audit and Stock) of the SCA now we have developed the new feature of Finance.
Setting>>Service Management>>SCA>>Finance: In the setting were the service management option of SCA can be edit also, the finance module name can be editable.
Setting>>SCA>>Audit Service>>Preference: In the services there will be an option of reopen and verify the ticket based on complete, so do you need SCA Finance ticket to be re-opened after complete? by default, the service will be off, once the user on the service will be able to reopen the ticket after completion. Also, there will be an option of Do you need SCA finance ticket to verify after complete? By default, the service will be off, once the user on the service will be able to verify the ticket after completion.
Figure 3.1: Setting>>SCA>>Audit>>Preference>>Service
Setting>>SCA>>Audit summary>>Denomination: There will be an option of do you need denomination> By default, the service will be off, once the user on the service there will be an option of title and type so user and add the Mutiple type and title.
Setting>>SCA>Audit summary>>Finance: In the finance there will be option of adding the dynamic form title, with advance details like: Group Title, Activity, Type of value, Do you need domination? By default, the service will be off once the user on the services the calculation will be based on the denomination.
Figure 3.2: Setting>>SCA>>Audit>>Preference>>Finance
Main Module>>SCA>> FinanIn SCA finance the user will create the ticket with the below detail’s information:
1. Location details
- Location Name
- Area
2. Finance:
- Title
- Description
- Item
- Finance
3. Assigned to Details:
- Internal Staff
4. Attachment
5. Submit
Once the user submits the form of SCA Finance it will display in listing screen and user click on the ticket the detail screen will open and the user can find the ticket in pending status.
The user will have a start button so the user clicks on start the summary pop-up will open where all the details will be there and once the user fill the form and submits then there will be option of pause and complete.
Figure 3.3: SCA>>SCA Audit>>Finance>>Detail
The user clicks on the pause, the ticket will be paused, and the start option will be there, and the same process needs to be done if the user clicks on the complete the report pop- up will open and the user needs to signature, add remark it and submit.
Figure 3.4: SCA>>SCA Audit>>Finance>>Create Report
once the report is submitted there will be an option to view the report as well as there will be an option at summary to download the excel file.
There will be verify and reopen option there based on the setting option.
Analytics>>SCA:
In Analytics we have provided the new SCA Charts with below option:
TAT: In TAT there will be the option of TAT, so this chart shows the ticket is which is not completed within time which is define for the SLA, and the ticket which is completed within time
Status: In this chart, there is the option of multiple status based on the ticket which is as below:
- Pending
- Re-opened
- Completed
- In Progress
- Paused
- Comment
- Accepted
- Decline
- Deleted
- Upcoming
Audit Category wise Calculation: This calculation is based on the category which is added in the setting and the formula is: “ ”
SCA (Improvements):
Attachment:
In Task Management there will be an option for dynamic attachment with all detailed options of web and application access.
Setting>>Task Mangement>>Preference>>Media Setting:
i. Do you need the attachment option?
ii. Do you need Attachment Mandatory?
iii. Attachment Type?
- Attachment Limit
- Validation Limit
- Attachment Notes
Figure 4.1: Setting>> SCA>>Preference>>Media Setting
iv. Do you want to show the Image icon in the report?
v. Do you want to compress Image based on quality?
vi. Do you want to compress video based on quality?
Figure 4.2: Setting>> SCA>>Preference>>Media Setting
Mobile App Setting
Camera:
- Do you want image option?
- Do you want to show latitude and longitude in the image?
- Do you want a video option?
Gallery:
- Do you want image option?
- Do you want to show latitude and longitude in the image?
- Do you want a video option?
Document:
- Do you want a file option?
- Do you want image option?
- Do you want to show latitude and longitude in the image?
- Do you want a video option?
Figure 4.3: Setting>> SCA>>Preference>>Media Setting
In Camera, Gallery, Document there will be option based on application where user can add based on the setting for live.
Assignee Option:
In the SCA (Store Condition Assessment) there will be an assignee option of multiple staff can be selected for the ticket of the SCA and the user multiple department multiple the user can have the same tickets.
Figure 4.4: SCA>>SCA Main Module>>Detail>>Assignee option
Complaint Management:
In complaint management we have provide the option of change the name of complaint management
Setting>>Service Management>> Complaint Management: in that place there is the option of editing the name of a complaint in a dynamic name.
Figure 5.1: Setting>>Service Management>>Complaint Management
Preventive Management:
In complaint management we have provide the option of change the name of complaint management
Setting>>Service Management>> Complaint Management: in that place there is the option of editing the name of a complaint in a dynamic name.
Figure 6.1: Setting>>Service Management>>Preventive Maintenance
Account Payable:
In the Account Payable module there will be a option of filter in the filter verified date is added by using this filter the user can download the excel with created and verified date.
Access Code:
In the access code this time we have cove the pending module of terotam customer and service provide for role base access can be used sharply with any issue which is mentioned below:
- Budget and Expense
- HRMS
- Analytics
- Task Management
Security:
For the better security of the TeroTAM we have added few security improvements in customer Applications, vendor Application, Customer, Vendor Portal.
Automation Testing:
In Automation testing we have cover Assets management module for the better and easier testing of the portal we have implement the automation for customer portal.
