Site Renovation Request

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Purpose

The site renovation request will be added site owners/retailer in the system. The status of the request will also be managed by the site owners/retailer. Admin will only be able to view and check the status of the request in this module.

Navigation Path

Path: Requests & Approvals > Site Renovation Request

Listing Screen

View list of all the Site Renovation Requests that were previously added by the retail users. Admin will have an option to view the Site Renovation Requests in the list along with the status of the request. Admin will be able to search the Site Renovation Requests using the text search filter option this is provided in the list.

Text Search Filter: Admin can search from the list using the text inputs provided below.

Option to Conditional search, refresh and export

Conditional Search/Filter User will be able to search using below pop-up

  • Admin will be able to search conditionally i.e. the search must satisfy the conditions “Any” or “All” based on the selection
  • Multiple Field conditions can be added by clicking on “+” Button
  • Field conditions can be removed by clicking on “-” Button
  • Admin will have the option to select which field the input data needs to be compared and  searched upon

Criteria needs to be set to compared with inputted data text input. List of Criteria are mentioned below:

  • Text area will be provided to enter the data to compare and search in the listing.

Export

  • Admin will have the option to export data in excel and PDF format
  • Admin can either select the columns  or all the columns based on the need
  • Admin can either export the current page records or all the record

View Site Renovation Requests

User can view the details of Site Renovation Requests that was requested by the internal users. Admin can view the following info

  • Summary: It consists of the Site Renovation Request Details
  • View Notes (if available): Option to add notes by clicking on Add notes or Reminders button
  • Add Notes: Notes can be added by adding “Remark” and uploading remark Documents.
  • Add Reminders: Reminder Notes can be added by adding “Remark”, Remind Date and uploading remark Documents
  • Activities: Admin can view the recent activities of the Site Renovation requests

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