Quality Control for Sales-EPC Organizations

This feature aims to enhance the sales organization's review process. Admins will need to request super admin to enable the project review settings. Email addresses can be added in project settings by the admin to get review emails for projects. Once a proposal is 'Closed Won Documents Signed”, an email is sent to the designated reviewer for project assessment. Review conditions can be customized in the database, ensuring thorough verification when all criteria are met. 

How to set up the layout and custom fields for Project Review?

Step 1: Locate the “Database” tab on the left-hand side.

Step 2: Click the “Page Layout” tab on the left-hand side.

Step 3: Click “Custom Field”.

Step 4: Click “Review Project”.

Step 5: Click “Add” on the top right corner

Step 6: Add the details for a new custom field with its label, job type, and type. Click “Save” 

Step 7: Now click on “Layouts” from the Database and select the layout for “Review Project”

Step 8: Click “Add” on the top right corner

Step 9: Add the basic information about the layout and select “Next”

Step 10: Click “Add” next to the custom section to create your project review section.

Step 11: Add the "Section Name"

Step 12: Drag and drop your custom field to the custom section and click “Save” to complete the project review page layout.

How to review a project as a project reviewer?

Step 1: Locate your project in the “Review Project” Tab

Step 2: Scroll down to the “Review Project” option on your Project detail page.

Step 3: Click on the “Edit” button next to the review field

Step 4: In the dropdown menu of each review field, you can pass, fail, or flag based on your assessment. You can also provide comments about the outcome of your review

Step 5: Click “Save” to forward your review to the project owner.