Changes to connections with 3rd party sites

• Added new backend connections for sending FSE ratings to third party for Jim's Handyman

Changes for Finance team

• Mark FSEs as non compliant when Monthly fees DD are rejected in NAV

• Changes to the backend for listing active FSEs and FSOs for New Billing system

Fixed a bug where:

• FSO training points Date picker tool is disabled for Admin user

• Issue with Country code for NZ phone number caused by back end connection to Jimbo

• system shows a “maxJSONLength problem” when drawing the FSE's territories on the FSO's map

FMS5

Complaint management

Update attachment mechanism

As per instructed by Jim, an attachment is no longer mandatory for Complaint deletion requests

Update Complaint templates with new wording

Notifications to FSE/FSO has been updated with a new template as per Jim’s request

Set Complaint button is still Active on Surveys with Complaints

We noticed that the Set Complaint button is remains active for Surveys that already has an active complaint record linked. This caused some issues if multiple complaints are linked to the same survey.

Updated “Possible Complaint” template for contractors

Possible Complaint Email was still addressed to customercare@jimsplus.com, we have changed that to the correct mailbox at customercare@bizza.com

Bug fixes

We fixed a bug where:

• Franchisee Bi-Monthly Support Survey Report is not being displayed

• FSE Management > Online Profiles not working

• Leads Map is not working due to too many records

• System bug found when drawing the FSE's territories on the FSO's map.

• FMS Operational and Billing performing too slow on server side

Other System side updates

Update Password Authentication logic

Your password has been stored with an additional layer of encryption as a part of our system security initiative. This will not impact on how you access FMS4 as this is a change to our database and servers.

Moved document storage to cloud

Documents stored in FMS5 will now be stored on the cloud. This will not impact on existing functions.

Updated the training invitation email template

Added calendly link to training invitation letter

• Reset Password link on Login Page

  • You can now access the reset password function via the link on the Login page

• Survey system updates

  • Customer’s comments will now be a part of the survey notification SMS

• Action List changes

  • Add to Complaint History when sending out automated messages for unactioned complaint items.

  • "Reason for a delete" is now not mandatory for Jim

  • Option to reject a complaint deletion request

  • Fixed a bug where:

    • Complaints Page not refreshed when last of the records are marked completed

    • Screen not updating from Price to Star Rating

    • Survey Rating is empty and doesn't load properly

• Public Holiday Table maintenance

  • An admin page has been added to maintain the list of Public Holidays to avoid sending out surveys to customers on Public Holidays.

• Fixed a bug where:

  • The copy icon on FSE email not working

  • Error is showing when sending out an email via the customer survey management page

  • Password reset function was not accepting special characters.

• Action List - Surveys: Jim will now process Survey related actions via an Action list

  • Poor rated Surveys with comments will now appear on Jim’s Action list page for him to process instead of via the “Customer Survey Management” page

  • System will follow up with poorly rated Surveys without comments to ask for additional feedback from customer

  • System will automatically update surveys with particular Keywords to 5 stars based on a list

  • Jim will be able to maintain a list of 5 Star Survey Keywords

• FSO Points

  • Franchisors will be able to submit FSO training points via FMS5

  • Finance team will be able to approve FSO training points request via the Action list

  • Finance team will be able to view the list of FSO training points via the FSO training points page and PowerBI dashboard

  • Franchisors will be able to check their FSO training points via the Franchisor PowerBI dashboard

Points Submission Process

Description

The points submission process involves FSOs and FootHills staff to access a page to create a “FSO points submission” request through FMS5 to Finance team for approval. This can be accessed via Franchisor Site as well as through the menu in FMS5. The approval process will utilize the Action List page in FMS5 where new submissions will appear in a to-do list on the landing page on FMS5.

Overall Flow

Open

Points Submission

This is a page designed for FSOs and Foothills staff to submit a Points addition request. We will add a link to this page for FSOs in FMS5 and also on the Franchisor Site.

1. Access FMS5 and select FSO Points Submission from the Compliance menu

   1. Open

      

      Alternatively you can find a link to the page from the FSO site that will redirect you to FMS5

2. Fill in the details on the Add Training Points page

   1. Select a Division

   2. Select FSO type

   3. Select the FSOs that needs the points added to (Use the controls between the two fields to add/remove FSOs to the list of selected

   4. Select an Item for the points awarded for E.g. National Conference

   5. Select the Date of the event

   6. Check to see if the correct points has been assigned from the Item selected in step 5

   7. Attach a supporting document (Just any pdf will do)

   8. Submit the request

• Fixed a bug where

  • Jim’s cannot update Complaint Notes

  • Updating rating or comments to “Price” is not reflected correctly on Surveys

• Released earlier as Hot Fixes

  • Changed FSE 5* Recognition email to be sent to national@jims.net instead of admin@jims.net