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New Template:    Template Name: To define the template name. Category: To select the category for which the report needs to be generated. Mapped Action: Select the mapped action from the drop-down list.  New: To create a new template. Browse Ic...

Edit Reports:   Navigate to the 3 dots icon & click on the edit option shown in front of the report in Reports dashboard to edit the specific report.  Edit Reports page is like a report creation page.   Existing Report Template view: User can ...

Vendor dashboard has the following features. 1.      Vendors summary (wedges): It shows the count of total number of vendors in the system with active and inactive states.  2.      Status Dropdown: To search vendors with status active or inactive. Select o...

To onboard the new vendor, you must create an agent in agent’s module which we select from “contact person” field search dropdown while new vendor creation. Left Menu -> Agent -> New Agent Fill the all-mandatory fields then only the save button will be ena...

To onboard the new vendor, we can use this module. Contractor Type: Vendors are classified as either direct contractors or subcontractors (with the parent contractor being the direct contractor). When a user selects a subcontractor, a list of direct contrac...

Here you can view the detailed information of the vendor (as shown by following screenshots). Clicking on the specific vendor on the vendor list will be navigated to the vendor detail’s view page. On the vendor view page, users can add or remove agents and as...

In vendor detail’s view page, we have an option to edit and update the vendor details by clicking on edit icon (available nearby vendor name top left side of vendor view page).  And we can edit individual sections vendor info, contact person, skillset….by cli...

By using this feature, you can onboard the multiple agents in bulk. Left Menu -> Vendor -> Bulk Upload It has 3 sections, those are 1. Preparation: To download the template. 2. Precheck: validation check: To check for any errors in the uploaded sheet. 3. ...