RMA Process

Post on 08-Dec-2014

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DESCRIPTION

An example of a RMA workflow process example using PNMsoft's workflow software platform.

Transcript

Support Collaboration Portal

Initiating a support case from an online form

Task sent to the technical manager

Open Tom’s Outlook (Technical manager)

Task and complaint details are embedded in the email.

User can approve/decline from Outlook toolbar

Workflow Status

Approving – using the Outlook toolbar

Workflow Status

Opening Peter’s Outlook (Lab Manager)

Task details are embedded in the email

Peter’s task - decision

Task sent to Customer Support Desk

Open Mark’s Outlook (Customer Support)

Complaint and resolution are embedded in the email

Workflow Status

Case Management

Team Performance

Team Status

Late Tasks - Report

Report can be exporting to PDF and Excel

Report in PDF format

Report in Excel format

Opening the Report Builder

Managers can create their own reports – without code

Filtering the report – cut and dice

Reports can be saved, exported, printed and distributed

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