1. SOA: Statement of Account
In software, we have added Account feature, It has 2 more advance features in it. Account Payable and Statement of Account.
A vendor can create SOA by selecting the customers and then select month of Statement. They can add the attachment and submit the statement for the month.
Once the SOA is created then in the listing screen it will appear both at the customer and service provider side. Customer can view and download the statement from the list. In case the vendor uploaded the wrong file, he can edit, delete and upload a new file as well.
2. AP: Account Payable
Account payable contains the list of all the invoices that the customer has approved for vendors and needs to be finally approved by the finance department of the customer through Account Payable before releasing the payment.
Once the invoices are approved by the customer through complaint > invoice, It will be auto fetched in Account payable. Only approved invoices are auto-fetched in AP not pending/rejected
In the detail option, there is the option of History and Details.
3. SCA: Store Condition Assessment
We have added the SCA module in TeroTAM for stores to perform assessments on daily, weekly, quarterly, or any custom frequency. SCA helps a store maintain complete track of the repair and replacement required in their store to maintain its condition. We have dynamic categories subcategories and item list based on which assessment can be
performed. Timely repair and replacement would eliminate downtime occurring due to machine or any other type of failure.
This service can be turned on from Settings > Service Management > Store Condition
After the service is turned ON Categories, subcategories and items can be added Settings > Store Condition Assessment > ‘+’ icon on the top right.
After adding all required Categories, sub-cat, and items, an SCA can be created on a store. Store Condition Assessment > ‘+’ assessment
The complete listing can be seen from the same page, we have the status-based tab to view the assessment of specific status.
The assessment can be created by adding the location, and other required details. Set up any frequency as required and submit.
We have included role base implementation and their viewing editing rights in SCA as well. Details of SCA can be seen from the details page and assessment can be performed by assessor from the same page.
Post completion of assessment a report can be generated and shared.
4. Escalation for Dynamic Module
In Software, there is the improvement of escalation where we have given escalation for the below module with advanced features
a. Preventive Maintenance
b. Assets Management
c. Task Management
d. Nature of issue
Above all defined module is added on escalation settings and we have added the option to select the Preferences. By default, it is turned OFF. Beside Module based preferences, we have also added preferences for Notification and Email based on subscription.
Once Preferences are set then the user have to create the level for each module. Setting Escalation settings > ‘+ Level’ All the below-mentioned details can be filled as required. Level Name: “Level 1” Staff: “Select Staff” Hours: “Select Hours from 15 min to 90 days” and status of staff will be “ON”.
Once the setting is done, the user can add the Global escalation, and based on subscription user is allowed to add, edit and delete the escalation for Preventive Maintenance, Task Management, Assets Management, Nature of issue.
Nature Of Issue: In Nature of issue user need to click on “+Add escalation”, the module will appear in the screen and user have to Select the Module “Nature of Issue” then need to select the value of Nature of issue for Ex: “Coffee Machine is not working” then “Select Level for Escalation”, table will appear based on the level value.
Email Service: Need to provide the option of Consolidated email with set time for email service and submit the form.
Preventive Maintenace: In Nature of issue user need to click on “+Add escalation”, the module will appear in the screen and user have to Select the Module “Preventive Maintenance” then need to select the value of Nature of issue for Ex: “Cleaning and checking “then “Select Level for Escalation”, table will appear based on the level value.
Email Service: Need to provide the option of email Consolidated email with set time for email service and submit the form. This will be for Preventive Maintenance.
Assets Management: In Assets Management user need to click on “+Add Assets Management”, the module will appear on the screen and the user have to Select the Module “Assets Management” then need to select the value of Assets Management for Ex: “Assets Management” then “Select Level for Escalation” and the table will appear based on the level value.
Email Service: Need to provide the option of Consolidated email with set time for email
service and submit the form. This will be for Assets Management.
5. Assets Custom Reminder Email
In Assets custom Reminder email, a reminder is added just need to add the additional option of email, where user have to select the email from the staff email list and user can add new email as well.
6. Assets: Category to see UID, similar to mobile
In Assets Category there is the option of Assets Full chain where user can check the chain based on Assets Category>>Category>> Brand>>Model>> Serial number.
Once Assets Category will display as above then the category will be based on the full chain where we have to be based on Brand>>Model>>Serial number.
The brand will be having the chain for the Model and serial no.