Complaint Workflow
Here's a detailed complaint workflow for AMC warranty products, sales warranty products, and non-warranty products, incorporating various tasks and responsibilities:
- Register Complaint:
- Input Details: Capture customer information, product details, issue description, and warranty status (AMC, sales warranty, or non-warranty).
- Generate Complaint ID: Assign a unique identifier to each complaint.
- Assign Complaint to Engineer:
- Smart Summary: Display the number of tasks assigned to each engineer and identify engineers without tasks.
- Auto-Assign/Manual Assign: Based on availability and expertise, assign the complaint to an appropriate engineer.
- Engineer Task Management:
- View Assigned Tasks: Engineers can see all assigned complaints in their dashboard.
- Add Expenses: Engineers can log expenses incurred during the resolution of each complaint.
- Quotation Management: If the complaint is chargeable, engineers can add a quotation for approval.
- Invoice Generation: Once the quotation is approved, generate and send an invoice to the client.
- Product Pick-Up:
- Assign Pick-Up Task: Assign an engineer to pick up the faulty product from the client.
- Inward Faulty Material: Log the received product against the complaint in the system.
- Technical Analysis:
- Service Cost and Timeline: The technical team analyzes the product, estimates the service cost, and provides a timeline for resolution.
- Report Generation: Generate a detailed report for customer and internal reference.
- Service Center Workflow:
- Unable to Resolve Onsite: If the complaint cannot be resolved at the client’s location, the product is brought to the service center.
- Create Job Card: Create a job card for the product and assign it to a service engineer.
- Service Engineer Task Management:
- View Job Cards:Service engineers can view all assigned job cards in their dashboard.
- Vendor Services: If required, send the product to a vendor for service or replacement.
- Vendor Bill Payment: Process and record payments to the vendor.
- Replacement Management:If the product is replaced, log the replacement details against the job card.
- Product Servicing:
- Service Completion: Once the product is serviced, update the job card with service details.
- Handover to Client: Arrange for the product to be returned and handed over to the client.
Example Workflow Implementation
Step-by-Step Process:
- Complaint Registration:
- Customer contacts support.
- Support agent logs complaint details into the system.
- Complaint Assignment:
- System generates a smart summary.
- Complaint assigned to an available engineer.
- Engineer Actions:
- Engineer views assigned complaint.
- Logs any expenses.
- If chargeable, creates and sends quotation.
- Upon approval, generates and sends invoice.
- Product Pick-Up:
- Engineer assigned for pick-up.
- Product picked up from client and logged as received.
- Technical Analysis:
- Technical team analyzes the product.
- Estimates cost and timeline.
- Generates a report.
- Service Center Actions:
- Product brought to service center.
- Job card created and assigned.
- Product sent to vendor if needed.
- Vendor services product and bills processed.
- Final Steps:
- Service completed and logged.
- Product returned to client.