mirror of
https://github.com/erpnext/foundation.git
synced 2026-10-16 18:00:47 +02:00
Refactored Documentation
This commit is contained in:
@@ -1,40 +1,46 @@
|
|||||||
# Customer Feedback
|
# Customer Feedback
|
||||||
|
|
||||||
It is the information directly coming from customer about the satisfaction or dissatisfaction about the products or services.
|
It is the information that a customer expresses about the satisfaction or dissatisfaction about the products or services.
|
||||||
|
|
||||||
Customers can give their feedbacks depending upon their experiences. The customer has to rate different parameters and can provide their Qualitative feedbacks too using the pre-determined Feedback Templates.
|
The Customer Feedback has to rate different parameters and provide Qualitative Feedbacks using the pre-determined Feedback Templates.
|
||||||
|
|
||||||
## Creating a Customer Feedback Template
|
## Customer Feedback Template
|
||||||
|
|
||||||
For creating the Quality Feedback first you must to decide the parameters by creating the Quality Feedback Template. The templates generally contains the title of the template, scope and the different parameter to be entered. The diffrent parameter which can be decided on the basis of different occssions and survey.
|
For creating the Quality Feedback first you must to decide the parameters by creating the Quality Feedback Template. The templates generally contains the title of the template, scope and the different parameter to be entered. The diffrent parameter which can be decided on the basis of different occssions and survey.
|
||||||
|
|
||||||
## Steps for creating the templates
|
## Creating a Customer Feedback Template
|
||||||
|
|
||||||
* Template : The title of the template intended.
|
|
||||||
|
|
||||||
* Procedure : Select procedure associated with the feedback.
|
|
||||||
|
|
||||||
* Parameter : Create the different parameter.
|
|
||||||
|
|
||||||
* Scope : Select the Scope of the Feedback can may be Company and Department.
|
|
||||||
|
|
||||||
- Department(If scope is deparment): Select the deparment related to it.
|
|
||||||
|
|
||||||
<img class="screenshot" alt="Quality mangement" src="{{docs_base_url}}/assets/img/quality-management/feedback_template.png">
|
<img class="screenshot" alt="Quality mangement" src="{{docs_base_url}}/assets/img/quality-management/feedback_template.png">
|
||||||
|
|
||||||
|
Steps for creating a Customer Feedback Template
|
||||||
|
|
||||||
|
* Template : The name of the template
|
||||||
|
|
||||||
|
* Procedure : Select procedure associated with the Feedback.
|
||||||
|
|
||||||
|
* Parameter : Listing down various processes/parameters to which you want the user to rate and give the feedback.
|
||||||
|
|
||||||
|
* Scope : Whether the Feedback Template is a generic for the whole company or only for a particular department.
|
||||||
|
|
||||||
|
* Department : Deparment related to the Feedback Template.(If scope is deparment)
|
||||||
|
|
||||||
## Customer Feedback
|
## Customer Feedback
|
||||||
|
|
||||||
The customer can easily give there feedbacks by selecting there template to rate us on different parameter and can also provide the qualitative feedback on the various parameters. The Quality action may be initialised on the basis of the seriousness of the feedback.
|
The customer can easily give there feedbacks by selecting there template to rate on different parameter and also provide the qualitative feedback on the parameters.
|
||||||
|
If the Feedback is not as per expectations, Quality Action may be initialised on the basis of the seriousness of the Feedback.
|
||||||
|
|
||||||
## Steps for Customer Feedback
|
## Creating a Customer Feedback
|
||||||
|
|
||||||
* Customer : Enter your name.
|
<img class="screenshot" alt="Quality mangement" src="{{docs_base_url}}/assets/img/quality-management/feedback.png">
|
||||||
|
|
||||||
* Template : Select templatea and the parameter ia autofilled.
|
Steps for creating a Customer Feedback
|
||||||
|
|
||||||
* Feedback :
|
* Customer : Name of the Customer who is giving the Feedback.
|
||||||
|
|
||||||
- Rating : Please rate us out of 5 oon basis of our experience.
|
* Template : Selecting the template for the Feedback and the parameters are automatically populated for the Feedback.
|
||||||
- Qulitative Feedback : provide the feedback if needed.
|
|
||||||
|
|
||||||
<img class="screenshot" alt="Quality mangement" src="{{docs_base_url}}/assets/img/quality-management/feedback.png">
|
* Feedback :
|
||||||
|
|
||||||
|
- Parameter : Various Parameters that are pre-defined in the Feedback Template.
|
||||||
|
- Rating : Rate a parameter.
|
||||||
|
- Qualitative Feedback : Feedback regarding the parameter.
|
||||||
@@ -1,23 +1,40 @@
|
|||||||
# Quality Action
|
# Quality Action
|
||||||
|
|
||||||
|
|
||||||
<img class="screenshot" alt="Quality mangement" src="{{docs_base_url}}/assets/img/quality-management/Quality-goal.png">
|
Quality Action is a standard features to allow implementation of corrective and preventive actions. This will meet compliance with industry regulations including GMP, ISO 9001 and 14001, TSCA, REACH, etc.
|
||||||
|
|
||||||
|
Quality Action process workflows provide a controlled environment and reduce the risk of repeat issues by ensuring that defined solutions and processes are met.
|
||||||
|
|
||||||
|
Quality Actions can be initialized for a Quality Goal or for a Customer Feedback which may not meet the expected target and depending on that a Corrective or Preventive Action can be started.
|
||||||
|
|
||||||
## Creating a Quality Action
|
## Creating a Quality Action
|
||||||
|
|
||||||
|
<img class="screenshot" alt="Quality mangement" src="{{docs_base_url}}/assets/img/quality-management/Quality-goal.png">
|
||||||
|
|
||||||
Steps for creating an Action:
|
Steps for creating an Action:
|
||||||
|
|
||||||
* Corrective/Preventive : It is used to indicate whether the Review is being scheduled for Corrective or for Preventive Purpose.
|
* Corrective/Preventive : It is used to indicate whether the Review is being scheduled for Corrective or for Preventive Purpose.
|
||||||
|
|
||||||
* Type : It is used to select whether an Action is scheduled for a Quality Review or for a Customer Feedback.
|
* Type : It is used to select whether an Action is scheduled for a Quality Review or for a Customer Feedback.
|
||||||
|
|
||||||
* Review : If the Quality Action is being scheduled for a Quality Review, select the Review from the list.
|
* Review : If the Quality Action is being scheduled for a Quality Review, select the Review from the list.
|
||||||
|
|
||||||
* Feedback : If the Quality Action is being scheduled for a Customer Feedback, select the Feedback from the list.
|
* Feedback : If the Quality Action is being scheduled for a Customer Feedback, select the Feedback from the list.
|
||||||
|
|
||||||
* Goal : If the Quality Action is being scheduled for a Quality Review, Goal associated with Review is fetched automatically.
|
* Goal : If the Quality Action is being scheduled for a Quality Review, Goal associated with Review is fetched automatically.
|
||||||
|
|
||||||
* Procedure : If the Quality Action is being scheduled for a Quality Review, Procedure associated with Review is fetched automatically.
|
* Procedure : If the Quality Action is being scheduled for a Quality Review, Procedure associated with Review is fetched automatically.
|
||||||
|
|
||||||
* Status : Is automatically computed based on the Status of the Problem. If the status of all the problem are 'Close' then the status of the Action is 'Closed'.
|
* Status : Is automatically computed based on the Status of the Problem. If the status of all the problem are 'Close' then the status of the Action is 'Closed'.
|
||||||
|
|
||||||
* Problem : Consists of the Goal Objective that have not met the target.
|
* Problem : Consists of the Goal Objective that have not met the target.
|
||||||
|
|
||||||
* Resolution : Reolution proposed for the problem.
|
* Resolution : Reolution proposed for the problem.
|
||||||
|
|
||||||
* Status : Indicates whether the problem is Open or Close.
|
* Status : Indicates whether the problem is Open or Close.
|
||||||
|
|
||||||
* Responsible : Individual responsible for handling the particular problem.
|
* Responsible : Individual responsible for handling the particular problem.
|
||||||
|
|
||||||
* Completion Date : Date before which the Problem should be resolved.
|
* Completion Date : Date before which the Problem should be resolved.
|
||||||
|
|
||||||
{next}
|
{next}
|
||||||
@@ -1,38 +1,24 @@
|
|||||||
# Quality Meeting
|
# Quality Meeting
|
||||||
|
|
||||||
It is an assembly of people for a particular Quality purpose or agenda, especially for formal discussion about Quality aspects.
|
It is an assembly of people for a particular purpose or agenda, especially for formal discussion about Quality aspects.
|
||||||
|
|
||||||
Every Review that has been generated can be reviewed in Meeting to discuss about many Quality aspects such as Quality Goals and Quality Reviews. As usual these meeting also have a particular agenda and minutes.
|
Quality Meetings are conducted to review the Quality Reviews that have been generated. The minutes of these meetings would include the discussion on the various Quality Reviews.
|
||||||
|
|
||||||
## Creating Quality Meeting:
|
## Creating a Quality Meeting:
|
||||||
|
|
||||||
In case to create the Quality Meeting first you have to decide the different reviews to be discussed in the meeting along with evalution the date.
|
<img class="screenshot" alt="Quality mangement" src="{{docs_base_url}}/assets/img/quality-management/Quality_meeting.png">
|
||||||
|
|
||||||
### Steps for creating:
|
Steps for creating a Meeting
|
||||||
|
|
||||||
- Meeting Date: Select the meeting date for the evalution.
|
* Meeting Date: Date on which the Meeting is held.
|
||||||
|
|
||||||
- Status: It will auto generated on the basis of the multiple minutes status.
|
* Status: The status of the Meeting is generated based in the status of every individual Minutes discussed. IF the status of all the minutes is Close, then Status of the Meeting will be 'Close' else 'Open'.
|
||||||
|
|
||||||
- Minute: Generate the minutes by simply adding row.
|
* Minute:
|
||||||
|
|
||||||
- Review: Select the Quality Review to be discussed..
|
- Review: Select the Quality Review to be discussed.
|
||||||
- Action: Can be Under Review and Planned
|
- Action: It is the action that is proposed for the Review which can be either Under Review or Planned if any action is planned.
|
||||||
- Responsible: Select the Responsible one.
|
- Responsible: The individual who is responsible for carrying out the action for the Review.
|
||||||
- Status: Status of minute can be Open or close.
|
- Status: Status of minute can be Open or Close depending upon whether the action has been carried out or not.
|
||||||
|
|
||||||
<img class="screenshot" alt="Quality mangement" src="{{docs_base_url}}/assets/img/quality-management/Quality_meeting.png">
|
|
||||||
|
|
||||||
## Quality Meeting properties
|
|
||||||
|
|
||||||
- Date of the Meeting.
|
|
||||||
- Status of the Meeting :
|
|
||||||
- Open.
|
|
||||||
- Close.
|
|
||||||
- Minutes of the Meeting :
|
|
||||||
- Quality Review being analysed.
|
|
||||||
- Status of minutes.
|
|
||||||
- Under Review.
|
|
||||||
- Planned.
|
|
||||||
|
|
||||||
{next}
|
{next}
|
||||||
@@ -11,10 +11,15 @@
|
|||||||
Steps for creating a Review
|
Steps for creating a Review
|
||||||
|
|
||||||
* Quality Goal : Quality Goal which is to be Reviewed.
|
* Quality Goal : Quality Goal which is to be Reviewed.
|
||||||
|
|
||||||
* Procedure : Quality Procedure of the Goal is automatically fetched when a Goal is selected.
|
* Procedure : Quality Procedure of the Goal is automatically fetched when a Goal is selected.
|
||||||
|
|
||||||
* Scope : Scope of the Goal is automatically fetched when a Goal is selected.
|
* Scope : Scope of the Goal is automatically fetched when a Goal is selected.
|
||||||
|
|
||||||
* Values : All the Objectives and Target and Unit associated with the Goal are fetched.
|
* Values : All the Objectives and Target and Unit associated with the Goal are fetched.
|
||||||
|
|
||||||
* Achieved : Indicates the Achieved Value for a certain Target Value.(This Field is visible only if the Goal can be measured interms of numeric values)
|
* Achieved : Indicates the Achieved Value for a certain Target Value.(This Field is visible only if the Goal can be measured interms of numeric values)
|
||||||
|
|
||||||
* Yes/No : Indicates whether the Objective has been completed or not.(This Field is visible only if the Goal cannot be measured interms of numeric values)
|
* Yes/No : Indicates whether the Objective has been completed or not.(This Field is visible only if the Goal cannot be measured interms of numeric values)
|
||||||
|
|
||||||
{next}
|
{next}
|
||||||
Reference in New Issue
Block a user