Table of Contents
Dashboard #
- Log into your staff account in Agency Simplifier.
- After logging in, you will land on the dashboard, where you can see multiple sections on the left sidebar and order details on the right sidebar.
Left sidebar section:
Dashboard #
This section allows you to view and manage current orders, including order details, status, and payment verification.
Find Orders #
Show all orders that service categories are assigned to staff and those that are not assigned to staff member.
Todo List #
The Todo List feature is designed to simplify task management and improve workflow efficiency within the agency. This tool provides a structured way to organize tasks, assign responsibilities, and track progress. It allows team members to focus on what needs to be accomplished, prioritize tasks, and collaborate effectively.
Time Tracker #
The Time Tracker is a tool designed to efficiently monitor and record the time spent on different client orders. It provides an accurate and detailed overview of how long each task takes, helping to ensure accountability, streamline billing processes, and improve project management.
Right sidebar section:
Manage Orders #
- This page enables staff to track, manage, and access essential details for each order efficiently.
- In the Manage Orders section, you will see a list of all current orders, displaying details such as:
- ID: Unique identifier for each order (e.g., ORID00232).
- Service: Type of service being provided (e.g., Web Design and Development).
- Started Date: The date when the work on the order started.
- Deadline Date: The due date for completing the order.
- Status: Current status of each order, such as “Started,” “Pending for quality check,” “Completed,” “Cancelled.”
- Each order displays a Payment status next to the order ID, indicating whether payment has been received (e.g., “Payment: ✔”).
- To view order details for a specific order, click the eye icon in the Action column.
- This will take you to the individual order details page, where you can view and manage specific aspects of the order.
- To filter orders, select the Filter dropdown menu, which contains status and order ID, and click on the search button.
View an Order #
- To view an order, click on the view icon button in the “Action” column of the “Orders” page.
- It will navigate to the “Order Details” page.
- In the “Order Detail” section, you’ll find tabs for “Chat,” “Service SOP,” “Reports,” and “Order Data.”
- Select any of these tabs to view or interact with specific information related to the order.
Chat #
- Within the “Chat” tab, type messages in the input box to communicate with the client or other team members.
- Use this section for any discussions or updates related to the order.
- In the chat input box at the bottom of the chat section, type your message.
- Attach any necessary files by clicking on the attachment icon next to the message input box.
- Once your message is ready, click on the send icon (arrow) to send the message.
- Viewing Previous Messages: Scroll through the chat window to view the conversation history with the client or team members.
- Notifications: If there are any new messages, you may receive notifications to keep you updated on the conversation status.
- When the notification tab is clicked, user messages appear.
Service SOP #
- The “Service SOP” tab is located at the top of the main content area alongside other tabs like “Chat,” “Reports,” and “Order Data.”
- Click on the “Service SOP” tab.
- Once the “Service SOP” section is open, you’ll see a list of tasks or steps related to the service.
- Each task is listed with a checkbox beside it.
- Click on the checkbox next to a task to mark it as complete.
- A completed task will show a checked box.
- To view more details about a specific task, click on the eye icon located next to the task.
- This will expand or show additional information about the selected task.
- If timing is necessary for a particular task, click the “Start Timer” button to begin tracking time spent on the task.
- When you click on the “Start Timer,” a pop-up window will appear.
- Enter task name and click on the “Start Work” button. A success message will display.
- Click on the “Ok” button.
- This can help with tracking work hours.
- To stop timer, click on the “End Timer” button.
- A success message will display; click on the “Ok” button.
- To view time tracking details, click on the “Report” tab.
- In the “Report” tab, click on the “View time tracking” button.
- It will show an order time tracking page.
Reports #
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- In the Order Details interface, click on the “Reports” tab.
- This tab is located at the top of the main content area, next to the “Chat,” “Service SOP,” and “Order Data” tabs.
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- In the “Reports” section, you will see a list of available reports related to your order (e.g., Citation Audit Report, Order Sheet Report). Each report is listed by Sr. No., Report Name, and Action.
- To view a specific report, locate the “Action” column on the right side.
- Click the eye icon to open the report link.
- This action will redirect you to the report URL, allowing you to view the report details.
Order Data #
- Click on the “Order Data” tab.
- It displays various fields related to the client’s business and order specifics.
- To copy any field information, click on the “copy icon” next to the relevant field.
Order Action #
- In the “Order Action” panel, a staff member can change status from “Started” to “Submit to manager.”
- After selecting a new status, click “Save” to apply the changes.
- This will change the “Status” on the order page to “Pending for quality check.”
Manage Orders #
- In the “Manage Orders” section on the right, you can review key information such as:
- Order ID: Unique identifier for this order.
- Date: When the order was placed.
- Service: The specific service being provided (e.g., Custom Website Design).
- Package: Service package level (e.g., Advance).
- Payment Method: The method used by the client to make payment (e.g., Stripe).
- Assigned: Shows the email of the staff member assigned to this order.
- Status: Displays the current order status (e.g., “Started,” “Pending for quality check” ).
