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Rating & Review Module - System Overview

1. Introduction​

1.1 Purpose​

The purpose of this section is to define the workflow that is used in the Rating & Review System module.

These are the documents that relate to the Rating & Review module;

These documents should also be used as reference when adding a rating for a specific party (Employee/Contractor, Customer, Supplier, Financier & Legislator) and viewing or editing rating & review records for these parties.

1.2 Terminology & Conventions​

The documents in this section use the following terminology.

TERMDESCRIPTION
MS SQLMicrosoft SQL Server
SEMS-AppSense-i Enterprise Management System. (MS Windows Desktop Application)
SEMS-UserA person who has been assigned a user code and has the necessary security to log onto the SEMS desktop application.
Review RatingThe individual rating given to a specific Party for a specific job / review.
Summary RatingThe average of the cumulative review ratings.
ReviewEvaluation of service / conduct of a Party where a rating is assigned to indicate relative merit.
IntervalCalculation Interval used by the system to calculate the Summary Rating.
New interval(s) created after;
- Blacklist
- Lift Blacklist
- "Referred" status (3-star)
The Summary Rating score is reset with each new interval.
Subsequent individual rating scores are used to calculate the summary rating.

1.3 Intended Audience​

The documents in this section are intended for SEMS-Users that have access to the Rating & Review Module.

1.4 Module Scope​

A rating and review system allowing SEMS-User(s) to Add, View and maintain Rating Scores for individual parties in the SEMS-App.

The Rating System is developed to work within the Employee, Customer, Supplier, Financier and Legislator Modules of the SEMS-app.

The Rating & Review System enables SEMS-Users to capture multiple rating scores for individual Parties based on review(s) / performance.

2.  Overall Description​

The Rating & Review system will support SEMS-Users who have access to the SEMS Rating & Review module.

2.1 User Abilities​

SEMS-User
The new Rating & Review System enables the SEMS-User to:

  • Review a Party

    • Add Rating reference.
    • Add review period (Start & End date).
    • Add a note (optional).
    • Apply individual rating.
    • Select criteria for rating score.

  • Blacklist a Party.

  • Clear Blacklist status.

  • Save & Activate review.

  • View Rating information.

2.2 System Functionality​

The SEMS-app has been adapted to enable SEMS-users to;

  • Access functionality to Add and Maintain the definitions for the Rating Criteria under each of the pre-defined 8 categories;
    • Referred
    • 5-Star
    • 4-Star
    • 3-Star
    • 2-Star
    • 1-Star
    • Blacklist
    • Lift Blacklist
note

The functionality to define and maintain Rating Criteria is accessed by selecting;

Employee (and /or Customer, Supplier, Legislator) / Settings / Rating Criteria.

Rating Information is added, maintained and viewable by SEMS-user.

  • Relevant Party List - Summary Rating band,with the following columns;
    • Summary Value
    • Rating Description

Party detail review page (View rating and review information entered by selecting the Reviews tab)

  • Displays Summary Rating Score

  • Visual summary and percentage bars depicted in graphical form

  • A Rating Description is displayed

  • Blacklist status (where applicable)

  • Review Information (list of existing reviews) in grid form, with the following columns;

    • Reference
    • Start Date
    • End Date
    • Notes
    • Review Status (Capturing, Inactive, Active, Cancelled)
    • Interval (system generated - used to reset rating score after Blacklist / Clear Blacklist status)
    • Is Latest (checkbox)

  • Individual Rating Information

    • Rating Value
    • Rating Description

  • Summary Rating

    • Summary Value
    • Summary Description

  • Audit (history)

    • Edited by (SEMS-user)
    • Edited on (Date)

Review Screen - this screen is used to Add / Edit / View / Delete a specific review. These are the relevant data fields;

  • Rating Reference *
  • Start Date *
  • End Date
  • Note field
  • Referred option
  • Rating Score
    • 1-Star
    • 2-Star
    • 3-Star
    • 4-Star
    • 5-Star
  • Blacklist option
    • Blacklist Party
    • Clear Blacklist status
  • Rating Criteria tab
    • Select column (checkbox)
    • Reason column
  • Change record status (Set Active / InActive / Cancelled)

* Compulsory fields.

Current status of the record, and audit details are also displayed.

This is the end of the Introduction & Overview.

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