Booking
Capture the customer order and submit it for the configured review.
Typical owner: Order Booker / SalesRole profile / Assigned team
Manager
Review assigned team work and route customer-order exceptions to the authorized approver. The company defines which manager tier this account represents.
Role accountabilities
What this role is responsible for.
- Review the assigned team work and route customer-order exceptions. The company must assign this account to its exact manager tier.
- When assigned formal department-manager authority, follow up on eligible reviews, use independent decisions and preserve rejected-item rework history.
- Inspect authorized SLA, assignment and department accountability reports; workload suggestions do not automatically reassign work.
- Work only within assigned company, branch and department scope.
- Send each record to the next authorized owner; decisions and approvals follow company policy.
What this role can access—and what needs a separate grant.
- No inherited company-wide access from the title. Team scope, approval limits and export rights must be configured explicitly and audited.
- These source incident/approval dashboards currently require company.update in addition to applicable manager checks. A manager or branch title alone does not grant dashboard access.
These are FieldPro security requirements and intended permission boundaries. Actual enforcement depends on implementation, company policy and release validation.
Operational sequence
Where this role enters the workflow.
Approval
Approve, reject or return the order for rework according to company policy.
Typical owner: Assigned ApproverOwner labels show the agreed operating flow; actual assignment, branch limits and approvals remain company-configured.
Expertise & module responsibilities
Workspaces connected to this role.
Each module shows what it manages, its process, information in and the records it hands off.
Sales Management
Show how a customer order moves from the sales team into approval and fulfilment.
Module responsibilities & availability
- Customer ManagementReported Developed
Maintain assigned customers and their authorized business context.
- Sales Quotations (Multiple Revisions)Reported Developed
Keep quotation revisions and their approval history.
- Quotation ApprovalReported Developed
Route the chosen quotation revision to the assigned approver.
- Sales OrdersReported Developed
Turn an approved customer request into a controlled order.
- Delivery ManagementReported Developed
Connect the order to warehouse dispatch and transport handoffs.
- Sales Invoicing (Issue / Cancel / Audit)Reported Developed
Manage invoice lifecycle through assigned issue/cancellation rights and audit.
- Customer ReturnsReported Developed
Route eligible returns through the required warehouse and finance review.
- Sales Reports & AnalyticsReported Developed
Review assigned team, customer and order activity.
- Export to PDF / ExcelReported Developed
Provide permitted sales reports/documents in their appropriate export formats.
- Integration with Warehouse & AccountsReported Developed
Carry source-linked stock and financial handoffs across departments.
- Configurable sales responsibilities across region and branch teamsPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Customer and order-booking contextPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Approval handoff before fulfilmentPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
- Order visibility across assigned sales rolesPreviously documented scope
Retained from the earlier FieldPro scope; release availability is reviewed separately.
Process, inputs & handoffs
Process
- Book customer order
- Submit for approval
- Follow stock reservation
- Track dispatch and delivery handoff
Information received
- Customer request
- Booked order
Records or handoffs produced
- Approval request
- Order fulfilment status
Approvals & Workflow Automation
Make approval ownership explicit, including sequential reviews, escalation and reject/rework paths.
Module responsibilities & availability
- Configurable sequential approvalsPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Escalation and assigned notificationsPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Reject and rework pathsPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Separation of duties and restrictions on self-approvalPlanned expansion
Previously documented product scope; release availability is assessed separately.
- Manager approval and rework workspaceSource present · live validation pending
The source manager dashboard supports review, follow-up, independent decisions, eligible closure and rejected-item rework for recovery-security alert reviews.
- Searchable paginated approval queueSource present · live validation pending
Filter by status, decision and manager, search text and browse 50 records per page in the source approval-review queue.
- Atomic bulk follow-upSource present · live validation pending
Assigned managers can add a follow-up to at most 25 eligible reviews together. This does not bulk-approve, reject or close them.
- Department workload and safe reassignmentSource present · live validation pending
Inspect advisory same-department workloads, choose an eligible active manager and reassign only open unreviewed items with a reason and history.
- Company approval SLA and internal escalationSource present · live validation pending
Monitor overdue review work and issue scheduled, company-scoped internal reminders using configured policy.
- Independent audit and CSV reportingSource present · live validation pending
View decision/rework history, verify the recorded audit chain and export bounded formula-neutralized reports within company permissions.
Process, inputs & handoffs
Process
- Create request
- Route to assigned approver
- Approve, reject or return for rework
- Complete authorized handoff
Information received
- Request and supporting records
- Approval policy
Records or handoffs produced
- Decision history
- Authorized next action
Internal Office Mail
Give employees an internal company inbox for direct and department messages, with controlled attachments and personal read status.
Module responsibilities & availability
- Employee inbox and sent messagesSource present · live validation pending
Company-scoped employee-to-employee messages, message detail, sent history and personal archive are present in source. Recipients are company users, not public email addresses.
- Department message routingSource present · live validation pending
An active department member can send to up to 100 other active members. Department delivery is recorded as one database transaction.
- Personal notifications and read statusSource present · live validation pending
Internal notices identify new messages and uploaded attachments. Users can mark only their own notices read; this does not establish mobile push delivery.
- Private attachment upload and downloadSource present · live validation pending
Sender upload supports PDF, PNG, JPEG and plain text up to 5 MiB. Private storage, randomized keys, SHA-256 checks and authorized downloads are in source.
- Attachment lifecycle controlsSource present · live validation pending
Retention previews, legal holds, configured company quotas and independent cleanup review connect to the dedicated governance workspace.
- Separate from public domain emailSource present · live validation pending
Office Mail stays inside the company database. It does not use SMTP/IMAP or create a company-domain mailbox.
Process, inputs & handoffs
Process
- Choose a colleague or permitted department
- Write the internal message
- Attach an allowed file using private storage
- Recipient opens the inbox and reviews the notice
- Archive personal messages or route follow-up
Information received
- Authenticated company user
- Recipient or department membership
- Subject and message
- Optional permitted attachment
Records or handoffs produced
- Internal message and recipient records
- Read/archive state
- Attachment checksum and private metadata
- In-app notice and audit record
Security Incidents & Accountability
Turn recovery-download security events into reviewed incidents, assigned department responses and independent manager decisions.
Module responsibilities & availability
- Recovery access security dashboardSource present · live validation pending
Company-scoped recent events and failure counters cover recovery grant creation, redemption and integrity failures without exposing tokens or file paths.
- Independent security reviewSource present · live validation pending
Open a review for a company user and require another reviewer to close it. The source also provides temporary manual recovery-download restrictions.
- Incident acknowledgment and resolutionSource present · live validation pending
Escalate an open review to an incident. The opener cannot acknowledge or resolve their own incident; the independent acknowledging admin records the resolution.
- Severity-based SLA policiesSource present · live validation pending
Company policy controls acknowledgment and resolution targets. Assignment validates active company and department membership.
- Five-level internal escalationSource present · live validation pending
A scheduled worker routes overdue assigned incidents through configured active department members at levels 1–5. It records internal notices and dispatch history.
- Recipient escalation responsesSource present · live validation pending
A designated recipient records one response note per dispatch. An escalation response is distinct from resolving the incident.
- Unanswered-response accountabilitySource present · live validation pending
Per-level response targets, overdue response alerts and bounded 30-day department performance reports are present in source.
- Manager follow-up and independent decisionsSource present · live validation pending
Formal active department managers receive follow-ups. A different authorized manager decides approval or rejection before permitted closure.
- Rejected review reworkSource present · live validation pending
Reopen an eligible rejected review with a reason, preserve prior decisions and resubmit for independent review.
- Authenticated manager workspaceSource present · live validation pending
The manager dashboard exposes permitted review, follow-up, decision, close, rework, notice-read and export controls.
- Chained audit history and CSVSource present · live validation pending
New decision/rework actions write chained audit entries; tenant-scoped CSV neutralizes spreadsheet formulas. The chain is not externally anchored and cannot defeat a privileged database rewrite.
Process, inputs & handoffs
Process
- Inspect scoped security events
- Open and independently review the issue
- Assign the incident and response targets
- Route overdue response internally
- Review manager follow-up
- Independently decide, rework or close
Information received
- Recovery security event and review
- Severity and company SLA policy
- Active department membership
- Response notes and manager decision
Records or handoffs produced
- Incident and assignment history
- Internal escalation dispatches
- Manager decision and rework history
- Bounded accountability reports and audit export
SLA Operations & Worker Health
Monitor overdue approvals, scheduled-job health and assigned operational incidents, then track resolution review and department accountability.
Module responsibilities & availability
- SLA operations dashboardSource present · live validation pending
An authenticated operations workspace combines personal approval notices, company escalation analytics and sanitized worker telemetry.
- Personal notice filtersSource present · live validation pending
Filter personal in-app notices by read/unread state and type. Mark-all-read affects only the current user.
- Company approval SLA policySource present · live validation pending
A company can configure an approval threshold of 1–720 hours. The worker uses company policy unless an operator explicitly overrides it.
- Scheduled internal remindersSource present · live validation pending
Open reviews remind their assigned manager; reviewed items awaiting decision notify other eligible independent managers. No automatic approval or reassignment occurs.
- Worker run and sanitized failure historySource present · live validation pending
Successful executed runs and qualifying failures are recorded. Early startup errors, process kills and failed log writes may not be recorded.
- Company health rules and seven-day trendsSource present · live validation pending
Configure a stale threshold of 15–1440 minutes and failure warnings. Run/failure trends are global operational metadata, not other companies’ business records.
- Scheduled health events and admin inboxSource present · live validation pending
A separate health-monitor job opens deduplicated warning events, records recovery and creates internal notices for authorized active company administrators.
- Human acknowledgment historySource present · live validation pending
Record who responded to a warning and their note. Acknowledgment does not clear a warning, repair a worker or replay a job.
- Health response SLA and incident reportSource present · live validation pending
Configure a 5–1440 minute response target and view a bounded 30-day report based on first acknowledgment during each event lifetime. Historical records use the current policy.
- Manual incident assignment, resolve and reopenSource present · live validation pending
Assign an active company user, require a resolution note and enforce supported state transitions. Manual response state stays separate from observed worker recovery.
- Recipient-only assignment inboxSource present · live validation pending
Assignment changes and eligible resolve/reopen actions create in-app notices for the assigned active user. Repeated unchanged assignment does not generate another assignment notice.
- Independent resolution approvalSource present · live validation pending
A permitted reviewer can approve a resolved incident or reject it with a reason. Self-review is denied; rejection returns the manual workflow to investigation.
- Explicit supervisor review permissionSource present · live validation pending
Health resolution review requires a separately granted health.incidents.review permission. Existing supervisors are not granted this automatically; dashboard access still uses company.update.
- Department incident mapping and accountabilitySource present · live validation pending
Assign an incident to a department in the same company and report investigating, resolved and historical approval/rejection counts. Assignment is manual; approved/rejected counts can overlap after resubmission.
- Reviewer and department reportingSource present · live validation pending
Reviewer decisions have a 30-day summary. The separate department mapping report is bounded and is not represented as a mutually exclusive completion percentage.
- Independent uptime monitoringDeployment / integration required
A stopped health-monitor job cannot report its own outage. Cron setup and independent uptime monitoring are deployment work.
Process, inputs & handoffs
Process
- Configure company SLA and health thresholds
- Schedule approval and health workers
- Inspect notices, telemetry and open events
- Assign an incident owner and department
- Record investigation and resolution
- Obtain independent resolution review
- Follow department and reviewer accountability
Information received
- Approval review age and company policy
- Sanitized worker execution records
- Health warning and acknowledgment
- Assignee, department and resolution note
- Separately granted reviewer permission
Records or handoffs produced
- Internal reminder and escalation records
- Worker-health events and response report
- Assignment and recipient notice history
- Resolution-review decisions
- Department and reviewer summaries
Role permissions and assigned module responsibilities are set by the company.
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