Photo reports and claim handling
Photo report is a special task type in which executors take photos according to the task description. After that, a task author or observer can visually evaluate how well the company standards are met in each store and create Claims in case of any irregularity and should be fixed.
For example, a photo report task can be created asking employees to take photos of products on shelves to check if they are set according to merchandising rules of the company.
To create a Photo report task:
- Click the Add Task button in the Tasks module.
- Select Task Type - Photo Report and fill in the task fields.
To search for a Photo Report task:
- Go to the Tasks > Tasks list tab
- Open the Photo Reports tab.
Photo Report has two viewing modes:
- The first one opens on clicking the Execution status button (the main focus is on task execution status, and the photos are displayed as thumbnails).
- The second one opens on clicking the View photo report button (focuses on viewing photos in gallery mode).
How to view photos and create сlaims
- Open the desired Photo Report by clicking either the Execution status or View photo report button.
- Go to the Photo Report tab.
- Select the required store and its photo to create a Сlaim.
The claim creation menu will open. Edit the photo using the in-built editor. Fill in all the required fields and click Create.
The Claim will be created as a task that should be completed by the store personnel. Check the number of claims and track their status in the Claims List tab of the photo report.
