Overview: Rectification Workflow
This workflow:
- begins when a Customer’s Site requires post-installation support.
- ends when support has been provided, and the issue has been resolved.
Core Tasks
These Tasks form the default Rectification Workflow. They're designed to enable your team to take a Rectification Job from start to finish.
You can change the Tasks that appear in this Workflow by configuring your Customer class flags. All Jobs in this workflow are currently completed off-app.
Task | Role | On-app | Off-app |
---|---|---|---|
Create Rectification Request | Principal Quality & Service | ✅ | ✅ |
Upload Rectification Request Documents | Principal Quality & Service | ✅ | ✅ |
Confirm Rectification Request | Prime Quality & Service | ✅ | ✅ |
Manufacturer Rectification Outcome | Prime Quality & Service | ✅ | ✅ |
Assign Rectification Job to Installer and App | Prime Schedule Operations | - | ✅ |
Send Rectification Details to Installer | Prime Schedule Operations | - | ✅ |
Set Rectification Job Date | Prime Schedule Operations | - | ✅ |
Upload Rectification Documents and Photos | Prime Documents Operations | - | ✅ |
Review Rectification Artefacts | Prime Quality & Service | ✅ | ✅ |
Complete Rectification Review | Prime Quality & Service | ✅ | ✅ |
Final Rectification Review | Principal Quality & Service | ✅ | ✅ |
Conditional Tasks
These Tasks are part of the core Site inspection Workflow, but they only appear if certain conditions are met.
Task | Role | On-app | Off-app | Conditions |
---|---|---|---|---|
Address Rectification feedback | Prime Quality & Service | - | ✅ | Appears if outcome of Final rectification review is Requires additional input from Prime . |
Follow Up Installer: Accept rectification | Prime Schedule Operations | ✅ | - | Triggered 3 days after a installation job has not been accepted by the Installer via Installer app. |
Follow Up Installer: Submit rectification forms | Prime Documents Operations | ✅ | - | Triggered 3 days after a scheduled Installation if the Installer hasn't submitted the required artefacts. |
Update Rectified Assets | Prime Quality & Service | - | ✅ | Appears if outcome of Review Rectification Artefacts is Update Assets on Site . |