FORUM NXT

OBJECTIVE:
This document provides a workflow for Application Slowness.

Issue Short Description : Slowness Issue
Service Type : IR
Priority : High
Problem Code : Application Slowness - Internet Issue Or Network Server Issue

INPUTS:
1. Distributor Information
2. Confirm the Module

To address the application’s performance issue, let's proceed with the following steps:

1. Confirm Module with Customer:
Begin by asking the customer to specify the exact module or modules where they experience slow performance. This will help us narrow down the root cause.

2. Request Screen Control:
Politely request control over their screen, which will allow us to directly observe the performance issues.

3. Ask Customer to Demonstrate:
Ask the customer to guide you through the specific steps or actions they perform when they notice the slowdown. This can help identify if certain actions, inputs, or navigations are contributing to the issue.

Workflow:

Create a case in the ServiceNow portal and provide the case ID to the customer

Contact the distributor to get additional information and request for clarification if needed

Analyse the issue using the following steps:

1. Login to the Distributor Portal: Use the provided ID and Password to access the system (Via Control)

2. Clear Browser Cache and Cookies: Instruct users to clear their cache and cookies, as stored data can sometimes slow down web applications.

3. Browser Compatibility Check: Verify if the application is optimized for the browser in use. Try accessing it through different browsers to see if the slowness persists.

4. Network Speed Test: Confirm that the user’s internet connection is stable and running at a sufficient speed for the application’s requirements. A slow connection can significantly impact performance.

5. Connect with Technical Team:
If the slowness issue persists:

Connect with the technical team.

Inquire whether any PAN India reports are being generated in the backend that could be affecting performance.

If not assign the case to development team.

6. Document the Findings

Summarize the problem (slowness) and all actions taken to troubleshoot the issue.

Attach Recording of first level troubleshooting.

Version Summary
Author	Reviewer	Approver 1	Approver 2	Current Version	Current Version Published On	Maiden Version Published On
Mohammed Kashif	Nisha Bhatt	Julian Shawn Dmonte	Karthick Krishna Kumar, Subramanian, Kannan	2.1	22/11/2024	22/11/2024

Version Summary
Author	Reviewer	Approver 1	Approver 2	Current Version	Current Version Published On	Maiden Version Published On
Mohammed Kashif	Nisha Bhatt	Julian Shawn Dmonte	Karthick Krishna Kumar, Subramanian, Kannan	2.1	22/11/2024	22/11/2024

Version Summary
Author	Reviewer	Approver 1	Approver 2	Current Version	Current Version Published On	Maiden Version Published On
	Nisha Bhatt	Julian Shawn Dmonte	Karthick Krishna Kumar, Subramanian, Kannan	2.1	22/11/2024	22/11/2024

Version Summary
Author	Reviewer	Approver 1	Approver 2	Current Version	Current Version Published On	Maiden Version Published On
	Nisha Bhatt	Julian Shawn Dmonte	Karthick Krishna Kumar, Subramanian, Kannan	2.1	22/11/2024	22/11/2024

Version Summary
Author	Reviewer	Approver 1	Approver 2	Current Version	Current Version Published On	Maiden Version Published On
	Nisha Bhatt	Julian Shawn Dmonte	Karthick Krishna Kumar, Subramanian, Kannan	2.1	22/11/2024	22/11/2024

Version Summary
Author	Reviewer	Approver 1	Approver 2	Current Version	Current Version Published On	Maiden Version Published On
	Nisha Bhatt	Julian Shawn Dmonte	Karthick Krishna Kumar, Subramanian, Kannan	2.1	22/11/2024	22/11/2024

Version Summary
Author	Reviewer	Approver 1	Approver 2	Current Version	Current Version Published On	Maiden Version Published On
	Nisha Bhatt	Julian Shawn Dmonte	Karthick Krishna Kumar, Subramanian, Kannan	2.1	22/11/2024	22/11/2024

Version Summary
Author	Reviewer	Approver 1	Approver 2	Current Version	Current Version Published On	Maiden Version Published On
	Nisha Bhatt	Julian Shawn Dmonte	Karthick Krishna Kumar, Subramanian, Kannan	2.1	22/11/2024	22/11/2024

Version Summary
Author	Reviewer	Approver 1	Approver 2	Current Version	Current Version Published On	Maiden Version Published On
	Nisha Bhatt	Julian Shawn Dmonte	Karthick Krishna Kumar, Subramanian, Kannan	2.1	22/11/2024	22/11/2024

Version Summary
Author	Reviewer	Approver 1	Approver 2	Current Version	Current Version Published On	Maiden Version Published On
	Nisha Bhatt	Julian Shawn Dmonte	Karthick Krishna Kumar, Subramanian, Kannan	2.1	22/11/2024	22/11/2024

Version Summary
Author	Reviewer	Approver 1	Approver 2	Current Version	Current Version Published On	Maiden Version Published On
	Nisha Bhatt	Julian Shawn Dmonte	Karthick Krishna Kumar, Subramanian, Kannan	2.1	22/11/2024	22/11/2024

Short description
Change the customer credit norm details, such as credit days to be restricted for 60 days for all the customers in the customer master
Severity: SR
Priority: Low
Problem code: Service Request
Inputs:

1. Login credentials
2. Credit days limit
3. Customer details

Workflow
Analysis template

Step 1: Create the case for the reported issue in our service now portal and revert to our customer with the case ID
Step 2: Login in Tidewater DMS portal
LINK TO LOGIN- https://tidewater.forumnxt.com/

Step 3: Need to analyse the issue based on the following steps:
- 1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
- 2. After login in DMS, go to → MASTERS
- 3. Masters → customer
- 4. Check the credit days of mentioned customers
- 5. Assign this case to development team
- 6. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with screenshots for closure confirmation

Short description
CD requested us to Increase the credit limit.
Severity: SR
Priority: Low
Problem code: Service Request
Inputs:

1. Login credentials
2. Customer Details
3. Credit Limit amount

Workflow
Analysis template

Step 1: Create the case for the reported issue in our service now portal and revert to our customer with the case ID
Step 2: Login in BPCL DMS portal
LINK TO LOGIN-Link: https://ssmbpcl.forumnxt.com/

Step 3: Need to analyze the issue based on the following steps:
- 1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
- 2. After login in DMS, go to → MASTERS
- 3. In Master, go to → Customers
- 4. In Search box → Search the customers with the given customer details
- 5. Check the → Credit limit for the mentioned customers
- 6. Assign the case to our development team for further process
- 7. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with screenshots for closure confirmation

Short description
Corporate page Error
Severity: IR
Priority: Low
Problem code: Unable To Login Online application for all users
Inputs:

1. Login credentials
2. Screenshot of the error

Workflow
Analysis template

Step 1: Create the case for the reported issue in our service now portal with required information and revert back to our customer with the case ID
Step 2: Login in Balmerlawrie DMS portal
Link for our DMS portal: http://balmerol.forumnxt.com

Step 3: Need to analyse the issue based on the following steps:
- 1. Go to → Corporate portal and put LOGIN ID and PASSWORD of Corporate portal
- 2. After login in Corporate portal, go to → CORPORATE PORTAL
- 3. Kindly find the Error page of Corporate portal:
- 4. Check whether we are getting an error or not
- 5. If the issue replicates ,Assign this case to development team
- 6. Once our DEVELOPMENT team has completed the correction, we must provide the customer with screenshots as proof for closure confirmation.
- 7. Kindly find the resolved screen shot of Corporate portal:

Short description
DMS Error
Severity: SR
Priority: Medium
Problem code: Sales Order To Bulk Invoice Creation Problem
Inputs:

1. Login credentials
2. Screenshot of the error
3. From Date and To date to process bulk order conversion

Workflow
Analysis template

Step 1: Create the case for the reported issue in our service now portal with required information and revert back to our customer with the case ID
Step 2: Login in Wildcraft DMS portal
Link for our DMS portal: https://vistaar.wildcraft.com/index.php?module=Users&action=Logout

Step 3: Need to analyse the issue based on the following steps:
- 1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
- 2. After login in DMS, go to → SALES MANAGEMENT
- 3. In sales management we need to click on → BULK ORDER CONVERSION
- 4. Then we need to put From Date and To Date and then click on → POPULATE
- 5. Check whether we are getting an error or not
- 6. If the issue replicates ,Assign this case to development team
- 7. Once our DEVELOPMENT team has completed the correction, we must provide the customer with screenshots as proof for closure confirmation.

Short description
CD is Unable to download the Customer master report from Distributor portal.
Severity: IR
Priority: Low
Problem code: Customer Master Edit
Inputs:

1. Login credentials
2. Screenshot of the error

Workflow
Analysis template

Step 1: Create the case for the reported issue in our service now portal with required information and revert back to our customer with the case ID
Step 2: Login in Adani Wilmer Limited DMS portal
Link for our DMS portal: https://pragati.forumnxt.com/

Step 3: Need to analyse the issue based on the following steps:
- 1. Go to àDMS portal and put LOGIN ID and PASSWORD of CD
- 2. After login in DMS, go to → REPORTS
- 3. In reports find the Customer Master Report
- 4. Then we need to click on →
- 5. Check whether we are getting an error or not
- 6. If the issue replicates ,Assign this case to development team
- 7. Once our DEVELOPMENT team has completed the correction, we must provide the customer with screenshots as proof for closure confirmation.

Short description
We have saved Invoice No. 4590726812 Dated. 29-11-2022 Rs.1,30,539.00 Sl. No. 1 MAK Ruby Grease 2 Kg HSN: 271019 : 22G03 3 CS But, while making the bill MAK Ruby Grease - 2 Kg - Not accepting.
Severity: IR
Priority: Low
Problem code: Invoice Related Doubts
Inputs:

1. Login credentials
2. Error screenshot
3. Product name

Workflow
Analysis template

Step 1: Create the case for the reported issue in our service now portal with required information and revert back to our customer with the case ID
Step 2: Login in BPCL DMS portal
LINK TO LOGIN- https://ssmbpcl.forumnxt.com/

Step 3: Need to analyze the issue based on the following steps:
- 1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
- 2. After login in DMS, go to → SALES MANAGEMENT
- 3. In Sales Management àSales Invoice
- 4. Create new invoice with the given product name
- 5. Check error is there or not
- 6. Assign this case to development team
- 7. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with screenshots for closure confirmation
- 8. Kindly find the resolved screenshot

Short description
In the distributor portal report number 30 salesman wise invoice summary report is not generating.
Severity: IR
Priority: Low
Problem code: Others
Inputs:

1. Test Login
2. Ask for the report's name

Workflow
Analysis template

Step 1: Create the case for the reported issue in our service now portal with required information and revert back to our customer with the case ID
Step 2: Login in Tide Water portal
LINK TO LOGIN- https://tidewater.forumnxt.com/

Step 3: Need to analyze the issue based on the following steps:
- 1. Assign this case to development team
- 2. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with screenshots for closure confirmation
- 3. Kindly find the resolved screenshot & Working file

Short description
We are not able to update Salesman details in Forum NXT portal. It is asking to update Salesman category, but no option is appearing in dropdown.
Severity: IR
Priority: Low
Problem code: Invoice Related Doubts
Inputs:

1. Login credentials
2. Error screenshot

Workflow
Analysis template

Step 1: Create the case for the reported issue in our service now portal with required information and revert back to our customer with the case ID
Step 2: Login in BPCL DMS portal
LINK TO LOGIN - https://ssmbpcl.forumnxt.com/
Step3:Need to analyse the issue based on the following steps:
- 1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
- 2. After login in DMS, go to → SALES FORCE
- 3. In sales force → Salesman → Create new salesman
- 4. Check salesman category group
- 5. Check error is there or not
- 6. Assign this case to development team
- 7. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with screenshots for closure confirmation

Short description
While we try to bill, we are getting this error
Severity: IR
Priority: Low
Problem code: Invoice Related Doubts
Inputs:

1. Login credentials
2. Error screenshot
3. Customer name

Workflow
Analysis template

Step 1: Create the case for the reported issue in our service now portal with required information and revert back to our customer with the case ID
Step2: Login in BPCL DMS portal
LINK TO LOGIN- https://ssmbpcl.forumnxt.com/

Step 3: Need to analyse the issue based on the following steps:
- 1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
- 2. After login in DMS, go to → SALES MANAGEMENT
- 3. In Sales Management → SALES INVOICE
- 4. Check error is there or not
- 5. Assign this case to development team
- 6. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with screenshots for closure confirmation

Short description
We are not able to download sales report data from DMS of below customer
Severity: IR
Priority: Low
Problem code: Invoice Related Doubts
Inputs:

1. Login credentials
2. Error screenshot
3. Report name
4. From and to date of the report

Workflow
Analysis template

Step 1: Create the case for the reported issue in our service now portal with required information and revert back to our customer with the case ID
Step2: Login in Wildcraft DMS portal
LINK TO LOGIN- https://vistaar.wildcraft.com/index.php?module=Users&action=Logout

Step 3: Need to analyse the issue based on the following steps:
- 1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
- 2. After login in DMS, go to → REPORTS
- 3. In Reports → Find the mentioned report name
- 4. After finding report then we need to put from and to date of the report and click on → Generate & Download
- 5. Check error is there or not
- 6. Assign this case to development team
- 7. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with screenshots for closure confirmation

Short description
CD raised a concern regarding GST number need to be updated in the sales invoices
Severity: SR
Priority: Low
Problem code: Service Request
Inputs:

1. Login credentials
2. Invoice number & GST number
3. Customer name

Workflow
Analysis template

Step 1: Create the case for the reported issue in our service now portal with required information and revert back to our customer with the case ID
Step2: Login in Tidewater DMS portal
LINK TO LOGIN- https://tidewater.forumnxt.com

Step 3: Need to analyse the issue based on the following steps:
- 1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
- 2. After login in DMS, go to → SALES MANAGEMENT
- 3. In sales Management we need to click on → SALES INVOICE
- 4. Check the mentioned invoice
- 5. Check error is there or not
- 6. Assign this case to development team
- 7. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with screenshots for closure confirmation