External Vendor TL

Created by Brandon M, Modified on Mon, 10 Jun at 4:06 AM by Brandon M

Overview:

This knowledge base document outlines the step-by-step process for an External Vendor TL.

TABLE OF CONTENTS

Rejected	Cases that are rejected.
Reopened	Work order revisited for additional scrutiny.
Cost Request Approval Pending
Unable to Verify	Work orders that are in status UTV.
Verification Inprogress	Work order undergoing verification.
Ready for Verification	TL can assign work orders to respective TMs for research tasks.
Verification QC Ready	Work orders ready for quality check.
Verification QC Inprogress	Work orders that are going to be quality check.
Verification QC Rejected	Work orders rejected by quality check team.
Insufficiency-L2	Highlights work orders flagged for further investigation due to insufficient information.
Corporate QC In progress	Work order that are undergoing for QC process under corporate QC.
Corporate QC Rejected	Cases rejected by Corporate QC team.
Corporate QC ready	Cases prepared for Corporate QC assessment.

User: Its used for only the specific user whose case you want to see.

User > Click on filter and select the user option.
Now select the user option
Now select the username (If any work order assigns the user, so it will show in dashboard)

Advance search use for searching a particular work order.

Click on Assign.
Now select the name of the team member to whom the work order needs to be assigned and click on SAVE button.

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.

Click on External Notes
Select the Action Types
Fill in the “Notes” according to the information you have received and click on “Add Note.”

Click on Internal Notes
Select the Action Types
Fill in the “Notes” according to the information you have received and click on “Add Note.”

Reject | L2- INSUFFICENCY | UTV | VERFICATION QC READY

Please select the rejection Field and write down the comments, then click on Reject Button.
Now Work order status in Rejected

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 UTV & write down the reason of unable to verify and click on SUBMIT button.
Now status in Verification QC Ready

Click on Verification QC Ready
Now status in Verification QC Ready
If you want to assign the work order, click on assign.
Now select the name of the team member to whom the work order needs to be assigned and click on SAVE button.

Click on Clear Reject and write down the clear reject comments and click on Clear Reject.