Notes: OES

Abhinandan

OES

Sept 12, 2002

Raju

Sri Ram

Debugging of Order Execution System

This is further to my earlier note res "Entry of Current Assignments into OES"

Approximate number of Current/Pending Assignments are as follows:

Person	No. of Assignments
Sri Ram	?
Venu	19
Sai	16
Pranati	3
Usha	18
Total	56 + ?
Raju	10
Megha	10
Mitchelle	24
Jeen	4
Keyuri	?
Total	66 + ?
Total	116 + ?

In my note to Althi/Rajeev (Sept 6 / copy sent to you), I have listed, in Annex A, the "Bugs" which they must remove by Dec 2002. These are "important" bugs. There could be other less important / less troublesome bugs too.

However, it is quite probable, that there are some simple/straight forward search-assignments which can go thru / sail thru, without any problems – even from the so-called "Important Bugs"! Out of 116 + I suspect there could be as many as 20/30, which might fall in this category.

As far as these 20/30 are concerned, there is no reason, to hold back entry into OES. This must be done – and done SOON.

The remaining 80/90, can/will get stuck, somewhere or other, due to those "Important Bugs" – one or more.

To discover/uncover, which assignment will get "stuck-up" in which Entry/Transaction Screen, it is not necessary to physically/laboriously/meticulously, try to enter each & every assignment into all the 21 screens, chronologically.

Take a look at the enclosed "WORK-sheet". Most of our consultants are deeply familiar with the data required to be entered into each of the 21 (entry) screens listed on the enclosed work-sheet.

From their "Knowledge"/"Understanding" of

$\rightarrow$ a given assignment

$\rightarrow$ a given client (-behaviour)

$\rightarrow$ a given screen (-field, to be filled)

our consultants would be quickly able to figure-out / guess

"Which assignment will progress how far & then get stuck when?"

I suggest you make photocopies of enclosed "Work Sheet" & give one to each consultant and ask her/him to first fill-in Assignment Details (Client & Position).

Then, after a quick look, consultant can put a cross ($\times$) under that input screen, where she/he thinks the assignment will get stuck & may not be able to progress further! Of course, following Screens are unlikely to pose any problem:-

OET 2 / (may be) OET 4 / OET 7 / OET 8 / OET 20

Please do this quickly & hand over all individual / consultant-wise WORK-SHEETS to Althi for his guidance. Copies of worksheets may be retained with each consultant.

Having done this QUICK ANALYSIS, let each consultant start actual entry of all screens to VALIDATE the quick analysis.

cc: Nirmit

cc: Althi

cc: Rajeev

[Signature]

This file contains a hand-drawn table titled:

ORDER EXECUTION SYSTEM - DEBUGGING ANALYSIS SHEET

Consultant Name: ________________________________ Assignments Analysed As On: ________________________

The table has columns for Pending Search Assignment details and 21 Order Execution Transaction (OET) screens (OET 1 through OET 21). There are 12 rows for Serial Numbers (Sl. No.).

Column Header	Transaction/Report Title
Sl. No.
Client
Position (Vacancy)
OET 1	Inquiry
OET 2	Inquiry by Shopping Cart
OET 3	Proposal
OET 4	Proposal Amendment
OET 5	Sales Order
OET 6	Project Plan
OET 7	Advt. Details
OET 8	Transfer of Inquiry/Proposal/Sales Order
OET 9	Candidate Listing
OET 10	Prelim. Screening
OET 11	Score Sheet
OET 12	Interview
OET 13	Schedule
OET 14	Re-schedule
OET 15	Compensation
OET 16	Feedback form
OET 17	Invoice
OET 18	Follow-up with Client
OET 19	Follow-up with Candidate
OET 20	Check-list for Perfect Closure
OET 21	Resume Sale
OET 22	Fee Receipt Details

(Note: There are 22 columns listed as OETs, although the text refers to 21 screens. The last OET is labeled OET 22 but should likely be OET 21 based on the sequence/context.)

CHANGE REQUEST FORM No: 1

($\rightarrow$ Applitech's Quotation dt. Feb 21, 2001)

(OES)

Althi

Before Sanjeev leaves, you should very thoroughly understand what work remaining to be carried out by Applitech

18/06/02

After Sanjeev's departure, you will be our main spokesman/Interface with Applitech.

[Signature]

Item #	47	Priority	H
	Menu Entry By Client.

List of "Client"-focussed Reports

Report Title	Report NO.
Shopping Basket (Client wise)	7
Proposal (Ref: SRS PR 01)	19
Sales Order (	20
Project Plan for a Sales order	21
Project Variance for a Sales order	22
Pending Orders For a Client
- chronologically	27
- Consultant wise	28
- Vacancy Name wise	29
- Esti. Billing Value wise	30
One-Line statement for a client	38
(SRS OL 01)
Advt. Details for a client (given period)	40
Advt. Response for a client (" ")	41
follow-up details for an order of a given client	47
Client-wise expected date of joining	49
Invoice Summary - Clientwise	54
Out of Pocket Expense Invoice - clientwise	59
Client List on Order Value (for a given period)	61
Janarm Kundli - client	65
(It will be a Supermenu thru (which) all related reports will be triggered) What does this mean?
Executive Placed Summary - client wise	70
Outstanding - Client wise	81

Report Title	Report No.
Resumes remaining to be Sent (orderwise)	35
Resumes already sent (" ")	36
One-line statement
List of Prospective Candidates (" ")	39
Interview calls Sent-out (orderwise)	43
Interview schedule (" ")	44
Interviews Held (" ")	45
Interview Held summary (" ")	46
Compensation Details to be recd. (orderwise)	51
OOP Invoice - Total	60

Item # 12 of Change Request #2 (21/09/01)

"GOOD MORNING ALERT" REPORTS

Consultant Name: [Input Box]

Log - In: [Input Box]

Password: [Input Box]

Select your "OPTION"

Option
INQUIRY
PROPOSAL
SALES ORDER
ADVT. DETAILS
CANDIDATE LISTING
PRELIMINARY SCREENING
RESUME DESPATCH
INTERVIEW
COMPENSATION DETAILS
OUTSTANDING

"GOOD MORNING" ALERT REPORTS - CONSULTANT WISE

Option Selected : Inquiry.

Report Title	Report No
No. of Inquiries remaining to be answered	16
List of Inquiries which did not convert in order	17
Inquiry status	18

"GOOD MORNING ALERT REPORTS - CONSULTANT WISE.

OPTION Selected : PROPOSAL

Report Title	Report No.

GOOD MORNING ALERT REPORTS - CONSULTANT WISE. Option Selected : SALES ORDER

Report Title	Report No
Pending Orders for a Consultant (chronologically)	23
Pending Orders for a Consultant (Clientwise)	24
Pending Orders for a Consultant (Vacancy-name Wise)	25
Pending Orders for a Consultant (Estimated Billing Value-Wise)	26
Load on a Consultant	34
Follow-Up details for an Order of a given client	47

GOOD MORNING ALERT REPORTS - CONSULTANT WISE Option Selected : ADVT. DETAILS

Report Title	Report NO.
(Table is blank)

GOOD MORNING ALERT REPORTS - CONSULTANT WISE Option Selected : CANDIDATE LISTING

Report Title	Report No
One Line Statement (for a Consultant) As per format	37
Details of Prospective Candidates As per format	39

GOOD MORNING ALERT REPORTS - CONSULTANT WISE Option Selected : PRELIMINARY SCREENING

Report Title	Report NO.
(Table is blank)

GOOD MORNING ALERT REPORTS - CONSULTANT WISE Option Selected : RESUME DESPATCH

Report Title	Report No
Resumes remaining to be Sent (order-wise)	35
? Resumes Sent Out for an Order	36

GOOD MORNING ALERT REPORTS - CONSULTANT WISE Option Selected : INTERVIEW

Report Title	Report NO.
? Interview-calls sent out for an Order	43
Interview Schedules for Sales Order	44
? Interview Held Summary - Client wise	45
? Interview Held Summary	46