{"id":18438,"date":"2015-05-05T18:04:35","date_gmt":"2015-05-05T16:04:35","guid":{"rendered":"http:\/\/help.qualiware.it\/qw-help\/?p=18438"},"modified":"2018-04-04T18:23:06","modified_gmt":"2018-04-04T16:23:06","slug":"segnreclform","status":"publish","type":"post","link":"https:\/\/help.qualiware.it\/qw-help\/segnreclform\/?lang=en","title":{"rendered":"CLAIM AND REPORTS MANAGEMENT"},"content":{"rendered":"<p lang=\"en\">This form allows you to record reports, complaints or communications of appreciation coming both from <em>within the company<\/em> and <em>from the outside<\/em>, especially from <em>private entities<\/em>, so you can record all the details of reports and can manage to improve practice and satisfaction of customers\/users.<\/p>\n<p><span lang=\"en\">The form looks can be divided into two parts: one to record the <strong>report\/complaint<\/strong> (at the top of form) and one for the <strong>management of the response<\/strong> (in the bottom part<\/span>).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21056\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05snaghtml560_en.jpg\" alt=\"05snaghtml560_en\" width=\"898\" height=\"693\" srcset=\"https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05snaghtml560_en.jpg 898w, https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05snaghtml560_en-300x232.jpg 300w\" sizes=\"(max-width: 898px) 100vw, 898px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h4><a name=\"registrazione\"><\/a><span lang=\"en\">RECORDING OF A REPORT OR A COMPLAINT<\/span><\/h4>\n<ol>\n<li><span lang=\"en\">Confirm the <strong><span style=\"color: #993300;\">Form<\/span><\/strong> <span style=\"color: #993300;\"><i><b>Number\u00a0<\/b><\/i><\/span>which is the first available code that shows up. <\/span><span lang=\"en\">If you want to try a form already created, use the search button <\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18882\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/01pulsante_lente1.jpg\" alt=\"01pulsante_lente\" width=\"21\" height=\"21\" \/>.<\/li>\n<li><span lang=\"en\">Indicate the <b><span style=\"color: #993300;\">Origin<\/span> <\/b>of the report: you can choose between drop-down box:<strong> Web, mail<\/strong> and <strong>phone call<\/strong> (options\u00a0presetted in &#8220;Manage parametric strings&#8221;, in SRPRO <i>Origin Report\/ Complaint<\/i><\/span>).<\/li>\n<li><span lang=\"en\">Also specify <span style=\"color: #993300;\"><b>Date<\/b> <\/span>and <span style=\"color: #993300;\"><b>Time<\/b> <\/span><\/span>.<\/li>\n<li><span lang=\"en\">The <span style=\"color: #993300;\"><b>Editor<\/b> <\/span>is automatically compiled with the name of the program&#8217;s user. <\/span><span lang=\"en\">If you want to change it, you can choose another name among those enabled, after inserting the password.<\/span><\/li>\n<li lang=\"en\">Then compile the part about the &#8220;Reporter&#8221;:<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21064\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre52_en.jpg\" alt=\"05segnre52_en\" width=\"751\" height=\"82\" srcset=\"https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre52_en.jpg 751w, https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre52_en-300x33.jpg 300w\" sizes=\"(max-width: 751px) 100vw, 751px\" \/><\/p>\n<ul>\n<li><span lang=\"en\">If the &#8220;<span style=\"color: #000000;\">reporter<\/span>&#8221; is a <\/span><strong><span lang=\"en\" style=\"color: #339966;\">company&#8217;s <\/span><\/strong><span lang=\"en\"><strong><span style=\"color: #339966;\">customer<\/span><\/strong>, you can retrieve from the archive using the search\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18882\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/01pulsante_lente1.jpg\" alt=\"01pulsante_lente\" width=\"21\" height=\"21\" \/> button in the field <b><span style=\"color: #993300;\">Name<\/span>\/<\/b><strong><span style=\"color: #993300;\">company name<\/span><\/strong><b> <\/b>or from the <b><span style=\"color: #993300;\">Registry <\/span><span style=\"color: #993300;\">Code<\/span><\/b>. <\/span><span lang=\"en\">In addition to selecting a customer\/user from the archive you can add a new code: the button\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18882\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/01pulsante_lente1.jpg\" alt=\"01pulsante_lente\" width=\"21\" height=\"21\" \/> which opens the list of customers, on this form opens a <a href=\"http:\/\/help.qualiware.it\/qw-help\/agg_cliforform\">special window<\/a><\/span>.<\/li>\n<li lang=\"en\">If the &#8220;reporter&#8221; is <strong><span style=\"color: #339966;\">external<\/span><\/strong>, and tou don&#8217;t want to encode it, type his <span style=\"color: #000000;\"><strong>name and surname<\/strong><\/span> or his <strong><span style=\"color: #000000;\">company name<\/span><\/strong>.<\/li>\n<\/ul>\n<ol>\n<li lang=\"en\" value=\"5\">It is possible to define a <strong><span style=\"color: #000000;\"><span style=\"color: #993300;\">Claim<\/span> <span style=\"color: #993300;\">Typology<\/span><\/span><\/strong>, choosing between: <i>critical errors<\/i>, unbecoming b<i>ehaviour<\/i>, <i>important failure <\/i>(but can be encoded other different in <a href=\"http:\/\/help.qualiware.it\/qw-help\/causparform\">parametric string Management<\/a>, with code SRTIP).<\/li>\n<li lang=\"en\">In the Notes field <span style=\"color: #993300;\"><i><b>Signal Text<\/b><\/i><\/span>, insert a detailed description of the complaint.<\/li>\n<li><span lang=\"en\">Specify the<span style=\"color: #993300;\"><b> product\/service reffered to report<\/b><\/span>: this can be invoked from regsitry product or it can be an external element, which is shown directly here. <\/span><span lang=\"en\">But it can also be a product that you want to encode directly from here. <\/span><span lang=\"en\">This is possible by pressing the search\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18882\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/01pulsante_lente1.jpg\" alt=\"01pulsante_lente\" width=\"21\" height=\"21\" \/> button which, in this tab, opens a <a href=\"http:\/\/help.qualiware.it\/qw-help\/agg_articform\">special window<\/a> which allows to encode extemporaneously a new article.<\/span><\/li>\n<li><span lang=\"en\">About the product or the service you will have to specify the <span style=\"color: #993300;\"><b>Qty<\/b> <\/span>(quantity subject in the report) and the number of the <b><span style=\"color: #993300;\">lot<\/span><\/b>;\u00a0<\/span><span lang=\"en\">the<span style=\"color: #993300;\"><b> Un<\/b><\/span> (unit of measurement) is automatically inserted from the registry.<\/span><\/li>\n<li lang=\"en\">References of the transport&#8217;s document, <span style=\"color: #993300;\"><b>ddt number <\/b><\/span>and <b><span style=\"color: #993300;\">ddt<\/span> <span style=\"color: #993300;\">Date<\/span> <\/b>are optional.<\/li>\n<li><span lang=\"en\">It should also be specified the <span style=\"color: #993300;\"><b>warranty Type<\/b><\/span>: also can be chosen from a preset list, in &#8220;paramentric strings management&#8221;, with SRGAR code. <\/span><span lang=\"en\">Are already coded the following types: <i>under warranty<\/i>,Not under <i>warranty<\/i>, <i>warranty granted<\/i><\/span>.<\/li>\n<li><span lang=\"en\">Eventually, also indicate the <b><span style=\"color: #993300;\">Department\/Unit <\/span><\/b><span style=\"color: #000000;\">concerned<\/span>, by choosing it, by search button <\/span><span lang=\"en\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-18882\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/01pulsante_lente1.jpg\" alt=\"01pulsante_lente\" width=\"21\" height=\"21\" \/><\/span><span lang=\"en\"> from the Registry of internal departments. <\/span><span lang=\"en\">You can specify up to five departments or units concerned. <\/span><span lang=\"en\">As for the customer reporting, also author for the Department or unit concerned can, if necessary, create from scratch a code from here. <\/span><span lang=\"en\">The search button it opens the <a href=\"http:\/\/help.qualiware.it\/qw-help\/agg_cliforform\">following window<\/a><\/span>.<\/li>\n<li><span lang=\"en\">Finally, the editor <\/span><span lang=\"en\">insert <\/span><span lang=\"en\">a report&#8217;s approver (choosen between enable users for) in the <span style=\"color: #993300;\"><b>Approval <\/b><span style=\"color: #000000;\">field <\/span><\/span><\/span>.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h4><a name=\"risposta\"><\/a><span lang=\"en\">MANAGEMENT OF THE RESPONSE TO THE CLAIM<br \/>\n<\/span><\/h4>\n<h4><a name=\"esame\"><\/a><span lang=\"en\">Examination of the claim<br \/>\n<\/span><\/h4>\n<p lang=\"en\">The complaint examination section is presented as a table, in which you can define one or more examiners involved.<\/p>\n<p lang=\"en\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21101\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre53_en1.jpg\" alt=\"05segnre53_en\" width=\"752\" height=\"197\" srcset=\"https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre53_en1.jpg 752w, https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre53_en1-300x79.jpg 300w\" sizes=\"(max-width: 752px) 100vw, 752px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol>\n<li lang=\"en\">The button\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-19070\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/P_pulsantino_piu.jpg\" alt=\"P_pulsantino_piu\" width=\"24\" height=\"22\" \/> opens a line to insert the <b>Name<\/b> of the examiner: the program opens a list of examiners available (who have\u00a0 the possibility to verify the clams\/reports, in &#8220;<a href=\"http:\/\/help.qualiware.it\/qw-help\/permessiform#abilitazioni\">permits and authorisations&#8221;<\/a>).<\/li>\n<li lang=\"en\">In the <b>req. date<\/b> the editor can specify a date by which the examiner needs to complete its evaluation.<\/li>\n<li><span lang=\"en\">After defining all necessary examiners, the editor can send a mail to examiners themselves: by the <strong>&#8220;<span style=\"color: #993300;\">Send E-mail to examiners<\/span>&#8221; <\/strong>tab; it will automatically create a message that contains: the <em>number referenced to the complaint in question<\/em>, a <em>link<\/em> both to claim form (in pdf format) and the <em>same form<\/em> that can be opened by the recipient of the mail already in writing and the following default message <span style=\"color: #339966;\">&#8220;<\/span><\/span><span lang=\"en\"><span style=\"color: #339966;\">An exam of referred claim is requested. The descriptive sheet is attached&#8221;<\/span>.<\/span><\/li>\n<li><span lang=\"en\">The examiner, once completed the examination will be able to:<\/span>\n<ol type=\"i\">\n<li><span lang=\"en\">insert the mark <b>Compl.<\/b> <\/span><span lang=\"en\">(completed) to the box;<\/span><\/li>\n<li lang=\"en\">indicate the <b>Date<\/b> on which the examination was completed;<\/li>\n<li><span lang=\"en\">Insert a synthetic text of <b>Answer<\/b> <\/span>.<\/li>\n<\/ol>\n<\/li>\n<li><span lang=\"en\">Then every examiner can send to the editor a message that signals completion of its activity, by pressing the button<span style=\"color: #993300;\"><strong>&#8220;Send Email to the editor&#8221;<\/strong>. <\/span><\/span><span lang=\"en\">The message that you will create will contain a brief summary of the status report on the subject (including the link to the tab):<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21121\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre14_en.jpg\" alt=\"05segnre14_en\" width=\"623\" height=\"465\" srcset=\"https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre14_en.jpg 623w, https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre14_en-300x224.jpg 300w\" sizes=\"(max-width: 623px) 100vw, 623px\" \/><\/p>\n<ol start=\"6\">\n<li lang=\"en\">Once you have verified the examination of all examiners involved, the editor can define the<strong><span style=\"color: #993300;\"> reporting result<\/span><\/strong>: <i><span style=\"color: #993366;\">Approved<\/span> <\/i>or <span style=\"color: #993366;\"><i>Rejected <\/i><\/span>(in &#8220;<a href=\"http:\/\/help.qualiware.it\/qw-help\/causparform\">parametric strings Management&#8221;<\/a>, in SRESI, also code can be set different options).<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h4><a name=\"non conformita\"><\/a><span lang=\"en\">Types of Non-conformity<\/span><\/h4>\n<ol>\n<li lang=\"en\">To register a non-compliance related to the reporting object, press the button\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-19070\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/P_pulsantino_piu.jpg\" alt=\"P_pulsantino_piu\" width=\"24\" height=\"22\" \/> that inserts a row into the table.<\/li>\n<li><span lang=\"en\">Then, with the button <strong>&#8220;<span style=\"color: #993300;\">NC Types<\/span>&#8220;<\/strong> can be opened the list of non-conformities, from which to choose one that interests you. <\/span><span lang=\"en\">The program will report in full table row <b>N\u00b0<\/b>, <b>Description <\/b>and <b>Type <\/b>(the type of the N.C. was assigned in the settings tab <a href=\"http:\/\/help.qualiware.it\/qw-help\/nonconfform\">types of Nonconformity<\/a><\/span>).<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21132\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre4_en.jpg\" alt=\"05segnre4_en\" width=\"753\" height=\"104\" srcset=\"https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre4_en.jpg 753w, https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre4_en-300x41.jpg 300w\" sizes=\"(max-width: 753px) 100vw, 753px\" \/><\/p>\n<ol>\n<li><span lang=\"en\">To delete a non-compliance submitted before it is confirmed, use the button\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-21126\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/P_ANNULLA.jpg\" alt=\"P_ANNULLA\" width=\"26\" height=\"24\" \/> ; <\/span><span lang=\"en\">If you have already confirmed, delete it with the button <\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-21127\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/P_pulsantino_elimina.jpg\" alt=\"P_pulsantino_elimina\" width=\"22\" height=\"24\" \/>.<\/li>\n<li><span lang=\"en\">It is also possible to create directly from here a Nonconformity or Preventative or corrective action, respectively with the buttons <strong>&#8220;<span style=\"color: #993300;\">Creates N.C. Module<\/span>&#8220;<\/strong> <\/span><span lang=\"en\">and<strong> &#8220;<span style=\"color: #993300;\">Creates Q.S. Action<\/span><\/strong><strong>&#8220;<\/strong>.<\/span><\/li>\n<\/ol>\n<h4><a name=\"testo\"><\/a><span lang=\"en\">Customer response text<\/span><\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-21151\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre58_en.jpg\" alt=\"05segnre58_en\" width=\"765\" height=\"225\" srcset=\"https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre58_en.jpg 765w, https:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/05segnre58_en-300x88.jpg 300w\" sizes=\"(max-width: 765px) 100vw, 765px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol>\n<li lang=\"en\">The following section contains a <strong><span style=\"color: #993300;\">Notes field<\/span><\/strong> to make in the text of the response to send to the &#8220;claimer&#8221;.<\/li>\n<li lang=\"en\">By\u00a0 <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-20771\" src=\"http:\/\/help.qualiware.it\/qw-help\/wp-content\/uploads\/P_FRECCIA.jpg\" alt=\"P_FRECCIA\" width=\"19\" height=\"18\" \/>\u00a0 you can be maximized and formatted Notes field as you wish (with html formatting).<\/li>\n<li><span lang=\"en\">Define how you send the reply: <\/span><strong><span lang=\"en\">&#8220;mail\/E-m<\/span><span lang=\"en\">ail\/Phone <\/span><span lang=\"en\">\/Fax<\/span><\/strong>\u00a0.<\/li>\n<li lang=\"en\">If you choose <i>e-mail<\/i>, can be set the mail directly from here, pressing the button <span style=\"color: #993300;\"><strong>&#8220;E-mail to customer&#8221;<\/strong><\/span> will open a message containing the date of the report effected by the customer or the user and the text made.<\/li>\n<li lang=\"en\">If you choose mail, using the button <span style=\"color: #993300;\"><strong>&#8220;Print answer&#8221;<\/strong><\/span> can be launched the text of the response.<\/li>\n<li lang=\"en\">The Responsible must tick <strong>&#8220;<span style=\"color: #993300;\">checked<\/span> <span style=\"color: #993300;\">on<\/span>..&#8221;<\/strong>, so it shown that is taken vision of the.<\/li>\n<\/ol>\n<h4><a name=\"approvazione\"><\/a><span lang=\"en\">Approval and close the report<\/span><\/h4>\n<p><span lang=\"en\">The <\/span><span lang=\"en\"><em>responsible (who the editor <\/em><\/span><span lang=\"en\">had choosen as responsible for the Approval) must finally tick <strong>&#8220;Checked&#8221; <\/strong>next to his name. And then it will appear Approval Data.<br \/>\n<\/span><\/p>\n<p><span lang=\"en\">To close the report, after the text of the reply has been posted to the customer\/user, select the check box <strong>&#8220;Practice <\/strong><\/span><span lang=\"en\"><strong>closed<\/strong><\/span><span lang=\"en\"><strong>&#8220;<\/strong><\/span>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This form allows you to record reports, complaints or communications of appreciation coming both from within the company and from the outside, especially from private entities, so you can record all the details of reports and can manage to improve practice and satisfaction of customers\/users. The form looks can be divided into two parts: one&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ngg_post_thumbnail":0,"footnotes":""},"categories":[8],"tags":[],"acf":[],"_links":{"self":[{"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/posts\/18438"}],"collection":[{"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/comments?post=18438"}],"version-history":[{"count":0,"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/posts\/18438\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/media?parent=18438"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/categories?post=18438"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.qualiware.it\/qw-help\/wp-json\/wp\/v2\/tags?post=18438"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}