Sharepoint - Directory Development.
Budget: $750 – $1,500 USD
Objective is to make data available to the team members.
Data can be added in the organized format by any team member and viewed by anyone also.
Members can add any data or entry or view but cannot download or delete anything.
Content Owners will be Credit Committee and only they have the right to edit and access all data.
Attaching the Microsoft forms that we are currently using.
What we wish to also do is create a document library for Files attached in this form and during and after credit Assessment in secured folder only accessible by owners on sharepoint.
Apart from this, couple of sections to post news and updates on sharepoint.
Couple of folders to keep market intelligence information general pdf and excels for all members to share.
In addition to the above , summarizing the workflow or the process involved in this as per my understanding. Please include for any changes / missing.
Trader
1. Trader logging into the system (Sharepoint is free to view for members and owners / logins not required or you guys can advise if it’s the same login as our 365)
2. He/She should be viewing only his/her list of customers / vendors who are active or dormant, credit approved and waiting for credit clearance
3. He/She can search for the respective customers / vendor within the list or else he can create new
4. New Customers / Vendors created can be attached with necessary documentation like KYC, Tax certificates and if is a type of customer needed to submit the credit application form
5. Trader would fill the credit application form along with credit certificate / documents and send it for approval
6. Notification to be sent to Trader, Head of Trade and Credit Approver on the credit approval request
7. Document repository of customer / vendor respective to the trader (Credit Team / Owners ) only to be available for to access
8. Modification of Customer / Vendor information is not available to the traders and for any change in it to send a separate email outside the application.
9. List of Leave Application Open, approved, rejected and waiting for approval. (Holiday Bank to be added as well meaning 25 holidays in the bank / applied 9 / balance 16 then 2nd application applied for 6 / balance 10 for individual traders).
10. Create a Leave Application for the future date and send it for approval to Head of Trade(HOD). Notification to be sent for the Trader , HR ) and HOD
11. Cancel a Leave Application for the future date. Notification to be sent for the Trader and Head of Trade, HR
Credit team / Owners / Business Head is included.
12. Credit team personnel log into the system (Sharepoint is free to view for members and owners / logins not required or you guys can advise if it’s the same login as our 365)
1. He/She will be viewing / Edit (add & delete & Amend) the list of Customers / Vendors who are active or dormant, credit approved and waiting for credit clearance
2. He/She will pick the appropriate customer for credit clearance and open the credit application form
3. Credit team can either approve or reject, which would send a notification to both Trader, Head of Trade & Credit Approver
4. Document repository segregated customer / vendor wise to be available for the credit team only.
5. There is no hierarchy within Credit team i.e anyone part of credit team can validate the credit application form and approve – yes.
For Leaves only – Only Approval is HOD
Notification to Applicant, HR and HOD
Data can be added in the organized format by any team member and viewed by anyone also.
Members can add any data or entry or view but cannot download or delete anything.
Content Owners will be Credit Committee and only they have the right to edit and access all data.
Attaching the Microsoft forms that we are currently using.
What we wish to also do is create a document library for Files attached in this form and during and after credit Assessment in secured folder only accessible by owners on sharepoint.
Apart from this, couple of sections to post news and updates on sharepoint.
Couple of folders to keep market intelligence information general pdf and excels for all members to share.
In addition to the above , summarizing the workflow or the process involved in this as per my understanding. Please include for any changes / missing.
Trader
1. Trader logging into the system (Sharepoint is free to view for members and owners / logins not required or you guys can advise if it’s the same login as our 365)
2. He/She should be viewing only his/her list of customers / vendors who are active or dormant, credit approved and waiting for credit clearance
3. He/She can search for the respective customers / vendor within the list or else he can create new
4. New Customers / Vendors created can be attached with necessary documentation like KYC, Tax certificates and if is a type of customer needed to submit the credit application form
5. Trader would fill the credit application form along with credit certificate / documents and send it for approval
6. Notification to be sent to Trader, Head of Trade and Credit Approver on the credit approval request
7. Document repository of customer / vendor respective to the trader (Credit Team / Owners ) only to be available for to access
8. Modification of Customer / Vendor information is not available to the traders and for any change in it to send a separate email outside the application.
9. List of Leave Application Open, approved, rejected and waiting for approval. (Holiday Bank to be added as well meaning 25 holidays in the bank / applied 9 / balance 16 then 2nd application applied for 6 / balance 10 for individual traders).
10. Create a Leave Application for the future date and send it for approval to Head of Trade(HOD). Notification to be sent for the Trader , HR ) and HOD
11. Cancel a Leave Application for the future date. Notification to be sent for the Trader and Head of Trade, HR
Credit team / Owners / Business Head is included.
12. Credit team personnel log into the system (Sharepoint is free to view for members and owners / logins not required or you guys can advise if it’s the same login as our 365)
1. He/She will be viewing / Edit (add & delete & Amend) the list of Customers / Vendors who are active or dormant, credit approved and waiting for credit clearance
2. He/She will pick the appropriate customer for credit clearance and open the credit application form
3. Credit team can either approve or reject, which would send a notification to both Trader, Head of Trade & Credit Approver
4. Document repository segregated customer / vendor wise to be available for the credit team only.
5. There is no hierarchy within Credit team i.e anyone part of credit team can validate the credit application form and approve – yes.
For Leaves only – Only Approval is HOD
Notification to Applicant, HR and HOD