RCS Design Review 1.Generals 2.RCS Processes 3.Restrictions 4.Demo 5.Alternatives January 26, 2009 A&K Computers.

RCS Design Review

1. Generals2. RCS Processes3. Restrictions4. Demo5. Alternatives

January 26, 2009

A&K Computers

1. Generals

• Terminology– RCS: Reporting Control System– Worksheet by report type• Inspection Worksheet• Completion Worksheet

– Worksheet by data• Blank Worksheet• Filled out Worksheet• Report

– CRB: Centralized Reporting Branch

WorksheetBlank Filled Out Report

Inspection W/S

Completion W/S

1. GeneralsInspection Worksheet

Obtain Blank Worksheet

Fill out Worksheet

Send Filled out Worksheets to CRB

Route filled out worksheets to typist

Type filled out worksheets

Error on filled out

worksheet?

Print Typed Worksheet

Verify Typed Worksheet

Print Report

Error on Typed

Worksheet?

Complete Graph

1) Review the reports2) send to customers3) File a copy

Manual Process or Decision

By Stellent or Fax

By RCS

Branch

CRB

Error message on Worksheet

No Error

Error

No Error

Error

1. GeneralReport to Structural Pest Control Board(SPCB)

Complete Scheduled work

Branch

CRB

Process reports

Report to charge branch and SPBC

payment

Charge branch for report

Charge branch for report

Manage late report Dynamically reassign report from one typist

to another

Manage late report at branch

Export reports for SPCB upload

Manual Process or Decision

By RCS

SPCB

1. GeneralsCompletion Worksheet

Obtain Blank Worksheet

Fill out Worksheet

Send Filled out Worksheets to CRB

Route filled out worksheets to typist

Type filled out worksheets

Error on filled out

worksheet?

Print Typed Worksheet

Verify Typed Worksheet

Print Report

Error on Typed

Worksheet?

1) Review the reports2) send to customers3) File a copy

Branch

CRB

Manual Process or Decision

By Stellent or Fax

By RCS

No Error

Error

No Error

Error

2. RCS Process

• Inspector/Branch Admin– Prior to Inspection– Daily Work

• CRB Typist– Daily Work

• CRB Manager– Daily Work

2. RCS Process – Inspectors/Branch AdminPrior to Inspection

Log in

Download Forms

Go to Inspection

Typed Report Process

Log in

Typed Worksheet?

Error

No Error

Typed worksheet

OK?

Print Typed Worksheet

Check Error Message

Correct Worksheet

No

Press Error and Enter the reason

Press Accept

Print Report

Add Graph

ReviewSend mail to

CustomerFile a copy

Send Fax to CRB

Yes

Set to ‘Rush’ if due-date is near

The reject reason will be displayed at typist display

Not by RCS

By RCS

Send Fax to CRB

2. RCS Process – Inspectors/Branch Admin

Rush Report

Log in

Are there RUSH reports?

Check Old Reports

Review the report

Yes

Same process as Inspector

No

Accepted Report

Select report completed

Print, then report will have print flag

Print Error?

Reset Printed Flag

Inspector to Add Graph

ReviewSend mail to

CustomerFile a copy

Not by RCS

By RCS

2. RCS Process – CRB TypistLog in

Select a next order worksheet

Typing Order- Rush Request from Branch by Web- Rush Request from Branch by Fax- Error Corrected Report by Web/Fax- Oldest inspection date

Sent typeCorrected New

Typing Error

Read Reject ReasonRetrieve Original

Report

Correct Report

Enter header data

Use a Previous report at the

address?

Select

Enter data

Press Alt 1 to go to error entry field

Enter Errors

Press Alt 2 to go to back to the previous

entry field

Set ‘Rush’ if urgent

Worksheet error handling

Save or Save & New

Not by RCS

By RCS

2. RCS Process – CRB Manager

Log in

Review current Status

Go To detail

Late Report Management

Reporting to SPCB

Select Report to Export

Press Export

Save to a file

Upload List

Print payment list

Upload is SPCB function. RCS doesn’t know upload status.

Not by RCS

By RCS

2. RCS Process - Menu

Report ListNew InspectionNew Completion

Inspection W/SCompletion W/SCode Book

ExportAccounting

UsersBranchesCodebookMaster Data

Report ListNew InspectionNew Completion

Export

UsersBranches

Report ListNew InspectionNew Completion

ExportAccounting

Region Admin

Branch Admin

Report ListNew InspectionNew Completion

Typist & Inspector

Inspection W/SCompletion W/SCode Book

Inspection W/SCompletion W/SCode Book

Inspection W/SCompletion W/SCode Book

Super User

Report ListNew InspectionNew Completion

Export

Branch Manager

Inspection W/SCompletion W/SCode Book

Users

3. Restrictions

• Reports from Branches– Stellent will display the reports

• Upload to SPCB– RCS can create a file to upload.– RCS doesn’t know whether the report is uploaded.

• Print– RCS doesn’t know if there was a printer error.

4. Demo

• Typing• Code Book• Branches• Users

5. Alternatives and RequestCode Text Entry

FINDING: Evidence of ______ was noted ______ which appears to extend into inaccessible areas. RECOMMENDATION: Open inaccessible areas for further inspection. Upon further inspection, a supplemental report will be issued and any findings and recommendations will be listed along with estimates for repair and/or treatment, if within the scope of this company’s operations.

Save Text Only

5. Alternatives and RequestCode Text Entry

Save Whole Code

FINDING: Evidence of Subterranean Termites was noted at/in Rim Joint which appears to extend into inaccessible areas. RECOMMENDATION: Open inaccessible areas for further inspection. Upon further inspection, a supplemental report will be issued and any findings and recommendations will be listed along with estimates for repair and/or treatment, if within the scope of this company’s operations.

5. Alternatives and Request

Cases Typist Inspector

Text Only • Typist enters code only.•Removed word will be written in (( )).

Inspector can see Typed W/S in a same format with Filled W/S

Whole Code

• Typist can see the whole code data Difficult for Inspector to see the difference.

Comparison