Site Assessment

Site Assessment

This activity allows you to record the site assessment details. The site assessment conducted by the service provider person is recorded in this activity. The site details like the Premise Size, Area to be covered, No of Floors, No of Shifts, Working days in a week, Site Working hours and the requirement of equipment at the site are recorded. In the multiline, the Posts within the Site and the service item required at the site and the quantity required are maintained. Site assessment can also be carried out based on the customer lead or the quotation request placed by the customer.

Select the “Site Assessment” activity under the “Sales of Services” business component.

The “Site Assessment” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

In the header the mandatory fields are represented as bold and in the multiline the mandatory columns are either bold or displayed in a color other than black.

Enter the following details in the header:

Site Assessment No	The code identifying the site assessment. This code is based on the Numbering Type selected in the “Numbering Type” combo.
Assessment Date	The date on which the site assessment was carried out. The system date is displayed by default on launch of the page. This date cannot be earlier than the system date / RFQ date/ Opportunity date.
Numbering Type	Use the drop-down list box to specify the numbering type of the site assessment number.
Source OU	Use the drop-down list box to specify the OU of the company. The combo is loaded with all the OUs of the company. The system displays blank by default on launch of the page.

Note: Sales lead or RFQ can be raised in some centralized OU and Site assessment will be done at the relevant OU of the site.

Opportunity Number	The opportunity number based on which the site assessment is being carried out.
RFQ No	The RFQ number based on which the site assessment is being carried out.
Customer Code	The code identifying the customer for whom the service is to be provided .
Customer Name	The name of the customer.
Site ID	The address id of the site.

The system displays the following:

Site Address

The address of the site.

Enter the following details in the header:

Premises Size (Sq. Ft)	The area of the site in square feet..This value should be greater than zero.
Area to be Covered	The area to be covered under the service contract. This value should be greater than zero.
No. of Floors	The number of floors to be assessed in the site. This value should not be less than zero.
No. of Shift	The number of shifts at the site. This value should not be less than zero and cannot be greater than four.
Sensitivity	Use the drop-down list box to specify the sensitivity of the site. The combo is loaded with the values defined in the “Quick Codes” master.
Risk Assessment	The risk assessed at the site,if any.
Any Recommendation	Any recommendation regarding the risk assessed
Existing Service Provider	Use the drop-down list box to specify the existing service provider of the customer. The combo is loaded with values defined in the “Category” master for the Category Type – Competitor.
Conducted By	The employee code identifying the person who assessed the site.

The system displays the following:

Employee Name

The name of the employee who assessed the site.

Enter the following in the header:

Branch Manager Code

The employee code identifying the branch manager of the service provider.

The system displays the following:

Branch Manager Name

The name of the branch manager.

Enter the following in the header:

Zone Manager Code

The employee code identifying the zone manager of the service provider.

The system displays the following:

Zone Manager Name

The name of the zone manager.

Enter the following details in the header:

Contact Person Name	The name of the contact person at the site.
Designation	The designation of the contact person.
Phone No.	The phone number of the contact person.
Equipment Required	Use the drop-down list box to specify whether equipments are required at the site. The combo is loaded with “Yes” and “No”. The system displays “No” by default on launch of the page.
Site Working Hours From	The start time of the working hours at the site.
To	The end time of the working hours at the site.
Working days in a Week	The number of working days in a week for the site.
Assessment From Time	The start time of the site assessment.
To	The end time of the site assessment.
Assessment Assisted By	The name of the person at the customer side who assisted during the site assessment.
Designation	The designation of the person who assisted during the site assessment .
Reason Code	The code identifying the reason for cancellation. Mandatory during the cancellation of the site assessment.

The system displays the following:

Reason Description

The description of the reason code.

Enter the following details in the multiline:

Post	A specific place within the Site.
Item Code	The code identifying the item required at the post. This code should be active and of type – Service. Item code should exist in Active status in Product Master for any of the Type of service.
Variant Code	The variant code of the item. Mandatory if the item has a variant code.

The system displays the following:

Item Description

The description of the item

Enter the following details in the multiline:

Quantity	The required quantity of the item for the post This value should be greater than zero.
UOM	The unit of measurement of the quantity.
Deployment Hours	The number of hours for which the item is deployed at the site. This value should be greater than zero and less than or equal to 24.
Days In A Week	The number days for which the item is required. This value should be greater than zero and less than or equal to 7.
Shift A	The required quantity of the item for the Shift A.
Shift B	The required quantity of the item for the Shift B.
Shift C	The required quantity of the item for the Shift C.
Shift G (General)	The required quantity of the item for the Shift G.

Note: The values in Shift A, Shift B, Shift C and Shift G can be zero or greater than zero. Quantity = Shift A + Shift B + Shift C + Shift G.

Remarks

Any remarks regarding the post and the item required.

Click the “Maintain” button to maintain (create and modify) the site assessment details.

The system generates the Site Assessment number based on the numbering type selected in Fresh status. If the RFQ or Opportunity ID is not referred, then the system generates any no. of site assessment number in Fresh status for Customer Code – Site ID combination.

If the RFQ or Opportunity ID is referred, then the system allows generates only one site assessment number in Fresh status for Customer Code – Site ID combination.

Click the “Authorize” button to authorize the site assessment details.

The system authorizes the site assessment number and the status is updated as “Authorized”. Only Site Assessment number in “Fresh” status can be authorized.

Click the Delete” button to delete the site assessment details.

The system deletes the site assessment number and the status is updated as “Deleted”. Only Site Assessment number in “Fresh” status can be deleted.

Click the “Cancel” button to cancel the site assessment details.

The system cancels the site assessment number and the status is updated as “Cancelled”. Only Site Assessment number in “Authorized” status can be cancelled. The reason for cancelling the site assessment number should be provided.

To proceed, carry out the following

Select the “Attach Notes” link to add any notes regarding the site assessment.

The system displays the following details in the “Data History” group box:

Created By	The name of the login user who recorded the site assessment details.
Created Date	The date on which the site assessment details was recorded.
Modified By	The name of the login user who modified the site assessment details.
Modified Date	The date on which the site assessment details was modified.