Overview:
This knowledge base document outlines the step-by-step process for an External Vendor TM.
TABLE OF CONTENTS
- How to use the filter:
- How to use Advance search option:
- How to work on work orders:
- How to add Result:
- How to Add Additional charges:
- How to add other names:
- How to add External Notes:
- How to add Internal Notes:
- Important points for below functionality buttons:
- How to clear Rejection:
Dashboard Overview
How to use the filter:
User: It is used for only the specific user whose case you want to see.
- User > Click on filter and select the user option.
- Now select the username.
- If any work order assigns the user, so it will show in dashboard
How to use Advance search option:
Advance search use for searching a particular work order.
- Click on advance search.
- Now you can check through the searching by work order.
How to work on work orders:
- Please click on the Verification InProgress.
- Now your screen will move to the next window.
- Now please check the order information.
How to add Result:
- Click on Results field on left side.
- Now fill in the details according to the information you have received
- Please select the Disposition field and click on Save button
How to Add Additional charges:
- Click on Additional charges and fill the details and click on “ADD CHARGES”.
How to add other names:
Why do we need to add other names? For example, if a female’s name is X Y before marriage, and X B after marriage.
- Click on Other Names
- Fill in the details according to the information you have received and click on ADD NAME
How to add External Notes:
- Click on External Notes
Select the Action Types
Fill in the “Notes” according to the information you have received and click on “Add Note.”
How to add Internal Notes:
- Click on Internal Notes
- Select the Action Types
- Fill in the “Notes” according to the information you have received and click on “Add Note.”
Important points for below functionality buttons:
Reject | L2- INSUFFICENCY | UTV | VERFICATION QC READY
REJECT
- Please select the rejection Field and write down the comments, then click on Reject Button.
- Now Work order status in Rejected.
- Please select the rejection Field and write down the comments, then click on Reject Button.
L2- INSUFFICENCY
- Click on L2- Insufficiency
- Now select the Insufficiency Data Entry field and fill in the Insufficiency comments and send the email for which the insufficiency needs to be raised.
- Click on L2- Insufficiency
UTV
- Click on UTV & write down the reason of unable to verify and click on SUBMIT button.
- Now status in Verification QC Ready
- Click on UTV & write down the reason of unable to verify and click on SUBMIT button.
How to clear Rejection:
- Click on Clear Reject and write down the clear reject comments and click on Clear Reject.
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