OASIS allows users to flag orders when there is a problem and allows users to deal with these problems as needed by utilizing the "Problem" function within an order. OASIS then allows users to assign responsibility and to follow up with information.
Adding a Problem
1. Navigate to the Orders page.
2. Open the needed order.
3. Select the "Problems" tab.
4. Select "New Problem."
5. The "PO Problem" window will appear.
6. Select the user for whom the problem will show on their Home Page. Note: by default, this will show the user logged in.
7. Enter a brief description in the "Description" field.
8. In the large text area, enter the reason for the problem and any additional information.
9. Select "OK."
10. The "Select" window will appear.
11. Check the boxes corresponding to the customer or manufacturer this problem is associated with.
13. Select "OK." The problem will be stored in the "Problems" tab and will appear orange until the problem is resolved.
Defining Responsibility to a Problem
1. Locate the needed problem in the "Problems" tab.
2. Select the "Responsibility" link.
3. The "PO Problem" window will appear.
4. Rewrite the description if needed.
5. In the "Money" area, enter any money in question in the given fields.
6. In the "Commission Accounts" area, add or change any commission account responsibility.
7. Select "OK."
Adding Follow Ups
As problems work toward a solution, OASIS allows users add additional information.
1. Locate the needed problem in the "Problems" tab.
2. Select the "Add Follow-up" link.
3. Enter a description for the follow-up.
4. In the "For" field, select the associated user.
5. Enter additional information in the large text area.
6. Select "OK." The follow-ups will appear in chronological order beneath the problem, and they will appear in blue.
Resolving Follow Ups
1. Repeat the process listed in the previous section.
2. In the "PO Problem" window, check the "Resolved" box.
3. Select "OK."
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