This option can be used to setup key indicators that can be used
to track performance on the fulfilling contracts, orders, and
miscellaneous invoices.
e.g. Equipment availability, timely delivery, staff efficiency, and
customer satisfaction issues.
The source performance question table can be accessed from the
Customer Management tab of the Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the Customer Management -
Performance Questions in order to access this table.
The Performance Questions, can be listed with the relevant date
period, and the response indicator, in this table.
The questions can then be confirmed as passed or failed on
documents including Contracts, Miscellaneous Invoices, Sales
Orders, and Sales Order Invoices , by
clicking the PERFORMANCE button in the document
totals screen as outlined in Performance
Question by Document.
Note: Performance Questions do not apply to other rental documents, Rental Return Invoices, Work Orders, or to Point Of Sale Invoices.
The Performance Questions By Document Utility can also be used to update the document performance flags, and to print the Performance Question Report.
The prompts to setup the Performance Questions include:
Note: Once the question has been flagged as failed on any document, the Description cannot be modified.
Check this box if the Failed Response to this question
would be Yes.
Uncheck this box if the Failed Response to this question
would be No.
Example questions with failed response indicators could be:
On time delivery? - Correct quantity shipped? - Were all products available? - Was any equipment damaged going out? * (check this box to indicate Yes is a failed response where boxes for other questions in this example are not checked as No means failed)
Note: Once the question has been flagged as failed on any document, the Failed Response indicator cannot be modified.
ACTIONS:
Additional actions provided by buttons on
the Performance Questions screen include:
Note: Once a question has been flagged as failed on any document, the Performance Question cannot be deleted.
Filter Performance Questions Listing:
The Performance Questions screen provides the ability to
view the complete list of questions by clicking DISPLAY
ALL.
Conversely, click ACTIVE ONLY to restrict the display
to only the Performance Questions that apply to the current
date.
e.g. Today's date falls within the From Date and To
Date range.
Re-Sequence the Order Questions are Displayed:
Click the RE-SORT button to redefine the order that
the performance Questions are displayed in the Performance Question by Document window, as outlined
in the Re-Sort Performance Questions
utility.
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