Store Visits System

User Book

June 2020

TABLE OF CONTENTS:

1. HOME PAGE ………………………………………………………. 32. USER SECTION ……………………………………………………..4

2.1 Follow up Audits Page…………………………………..4Start Audit ………………………………………………….5Start Audit/Initiator Level …………………………. 6-8Start Audit/Initiator Level completed ……......9Reviewer Level Notification ………………………. 10Start Audit/Reviewer Level …………………………11-13Start Audit/Reviewer Level Completed ……… 14Approver Level Notification …………………....... 15Start Audit/Approver Level…………………………. 16

HOME PAGE

From the SVS system’s Home Page, you can access the MENU on the top menu tool bar as per your access level:

Tool bar

Follow up Audits Report Admin About User Manual

USER SECTION:

1. Follow Up Audits Page

Using Follow Up Audits Page, USER can start with current or missing assigned audit by clicking on the link.

Current month/quarter/semester/yearly audit link will be available under action column in grid and once the audit will be completed, it will be moved in audit history column in grid.

The audit that did not start in previous months/quarter/semester will be available under missing audit column in grid.

Click on the link to complete the Current Month /Quarter/Semester Audit

Click on the missing audit link to complete the past month/quarter/semester audit

Filter can help to narrow the search result base on user access level

Note: In order to get the missing Audit option, country mapping audit needs to be configured from Admin section by Country/Corp HO, Department function owner.

In case Audit was not completed during the defined iteration, can be month/quarter/semester then it can be accessed from the missing Audit option

USER SECTION:

Start Audit

Audit details on selected Stores, Department and Audit template

Workflow level: shows where is the current owner/name and title, next action takerand full tracking option.

1. Initiator – starts an audit by answering all tasks, add comment and action plan2. Reviewer – reviews on started audit by the initiator to confirm the answered

question or action plan and visit recommendation3. Approver – validate and close the audit

Store Dept Mngr (title)

Recipients: received the audit results as an email attachment

Country HO Dept Mngr (title)

Store Dept Mngr (title)

Reminder

Reminder Option: A Reminder will be sent to the current owner

Store GM (title)

Country GM (title)

Corp HO Mngt (title)

USER SECTION:

Start Audit/Initiator Level

Theme navigation

Theme Calculation and full audit completion percentage

Start answer the questions one by one, adding comment and action plan. Mandatory to save before you move to another theme or section

USER SECTION:

Start Audit/Initiator Level

Audit StatusWorkflow Status Once all Questions/

Themes are completed, the User needs to click Save button to send Audit for Review

Store Dept Mngr (title)

Country HO Dept Mngr (title)

Store Dept Mngr (title)

Store GM (title)

Country GM (title)

Corp HO Mngt (title)

USER SECTION:

Start Audit/Initiator Level

Upon completion, click Save button, a confirmation message asking no changes after submission, if you are ready to go, click OK

This message will appear if you have not answered all the questions, please make sure to answer all the questions, click save, then you can save again.

USER SECTION:

Start Audit/Initiator Level Completed

Once the Audit is saved by the Initiator, the audit status changed to Audit saved and email sent to Reviewer.Initiator Work Flow Status is completed and now it’s pending with Reviewer

Click on History link to see the Workflow History and track your Audit

Store Dept Mngr (title)

Country HO Dept Mngr (title)

Store Dept Mngr (title)

Store GM (title)

Country GM (title)

Corp HO Mngt (title)

History

USER SECTION:

Reviewer Level Notification Sample

Click the link to access the Store visit system and perform your action

Store Dept Mngr.

Dear Country HO Dept Mngr,

USER SECTION:

Start Audit/Reviewer Level

Reviewer has to review on the answered points, action plan.They can do the changes if required or they can use the Return to Initiator option. To be reviewed by Initiator

Auditor can visit recommendation

USER SECTION:

Start Audit/Reviewer Level

Before submitting, make sure to type your visit recommendation,

then click submit again

USER SECTION:

Start Audit/Reviewer Level

Once all points were reviewed and recommendation is ready, now you

are ready to go, no changes after submission. Click OK

Store Dept Mngr (title)

Country HO Dept Mngr

Store Dept Mngr (title)

Store GM (title)

Country GM (title)

Corp HO Mngt (title)

USER SECTION:

Start Audit/Reviewer Level Completed

You can track your History from History link and you can send reminder

Audit status after submission

History

Store Dept Mngr (title)

Country HO Dept Mngr

Store Dept Mngr (title)

Store GM (title)

Country GM (title)

Corp HO Mngt (title)

USER SECTION:

Approver Level Notification Sample

Click the link to access the platform and do your action

Store Dept Mngr. and the report of result attached.

Dear Country HO Dept Mngr,

USER SECTION:

Start Audit/Approver Level

Approver has no option to change any answer or modify audit recommendation

Store Dept Mngr (title)

Country HO Dept Mngr

Store Dept Mngr (title)

Store GM (title)

Country GM (title)

Corp HO Mngt (title)

Click Approve to approve and close audit

Click return to reviewer if required any modification