Using Mandatory Uploads Setting of OurSys

Customer Introduction:

This customer is a machine manufacturer and provides post sales service support to their customers.

Challenge

When a service complaint is closed, the service engineer takes signature of the customer on Service Report. The engineer is ideally supposed to upload the report in OurSys against the service. But engineers tend to forget or ignore. Thus critical proofs of service closure acceptance were missed.

The Solution:

We developed a feature in OurSys where the admin can set Mandatory documents to be uploaded against a given transaction record. Once this is set, the transaction does not get completed, until the required documents have been uploaded.

The Result / Benefits:

This ensured that the Service Closure report with customer signature got uploaded.

his feature is available for other documents such as Sales Orders and Purchase Orders. For example, you can make Customer Purchase Order upload mandatory for every Sales Order booked in OurSys.