Table of Contents
Task Types in DMS define the core structure, behavior, and rules associated with different categories of tasks across various modules (e.g., an ISP might have these task types – Installation, Maintenance, Relocation etc). Each Task Type can have specific settings that control how tasks are created, managed, and evaluated.
Task Types ensure:
- Clear categorization of work
- Role-based workflows for employees, marketers, and clients
- Accurate tracking of remuneration, commissions, and SLA compliance
- Automation of client charges and follow-up feedback
Key Elements of a Task Type #
1. Task Sub Types #
Each Task Type can have one or more Sub Types, allowing finer segmentation (e.g., for an ISP, under “Fibre”, you might have “Fibre – Home”, “Fibre – Business”).
- Prefix: Generates unique reference numbers (e.g.,
IN-FB-0001) - Active Toggle: Determines if the sub type is currently usable
- Color & Icon: Helps in quick visual identification
2. Remuneration & Commission #
- Eligible for Remuneration: Enables payment to employees per completed task
- Eligible for Commission: Enables marketer commissions
- Recurring Commission Settings: Choose whether commissions apply only to the first payment or every cycle
3. Service Level Agreements (SLAs) #
Each Task Type can define different SLA rules for:
- Low Priority
- Medium Priority
- High Priority
Each SLA defines:
- Response Time: How quickly an employee should acknowledge/start the task
- Resolution Time: How long it should take to complete the task
4. Mandatory Charges #
Task Types may include mandatory client charges such as:
- Package Fee (e.g., per Mbps)
- Router Fee
These charges:
- Can have defined quantity units (e.g., Mbps, Kgs, Units)
- Support marketer commissions
5. Feedback Questions #
Add feedback forms specific to the task, such as:
- Is your internet working?
- Are you satisfied with the service?
- Any suggestions for improvement?
These are shown to the client after task completion.
6. Miscellaneous Options #
- Requisition Requirement: Mark if a task type requires a requisition to be attached before a task is completed.
