In daily work, there are many business processes that need to be tracked and recorded to ensure that the current progress is mastered, such as hidden danger reporting and rectification, business application processing progress , etc. At this time, QR codes can be used to realize closed-loop management of business processes .
Through the form function provided by the grass two-dimensional code platform, you can scan the code to submit the form record , initiate a business application , follow up the follow-up status continuously and record feedback , thereby helping to realize the closed-loop management of the business process.
After enabling the follow-up processing progress function in the form settings , you can collect the form records submitted by front-line personnel , and mark the processing progress in the record details to record the current status of the event. In addition, follow-up dynamic functions can also be added to record the processing process to understand the business progress more comprehensively.
This article will specifically introduce the application effect and typical adaptation scenarios of QR codes in the closed-loop business process, and share the detailed production process.
1. Realize the effect
● Scan the QR code to fill in the form and initiate a business application anytime, anywhere .
● Automatically remind the person in charge of the business to deal with it in time.
● Mark the current processing progress , record the processing process , and form a closed loop
● View the whole process of business processing at any time , convenient for exporting and archiving .
Applicable to scenarios such as hidden danger reporting, fault repair, business application processing, and internal approval progress .
2. Scenario application
1. Troubleshooting process
After making a repair report QR code through the forage platform, the closed-loop management of the fault repair business can be realized . Applicable to scenarios such as park property facility repairs, school/corporate dormitory repairs, etc.
Take the park property facility repair report as an example:
● When residents find that there is a breakdown in the property facilities, they can scan the QR code and submit a "fault report" form ;
● Through the set " message reminder function ", push WeChat messages to the maintenance team in real time;
● The maintenance team checks the details of the notification record and repairs the faulty equipment accordingly ;
● After the maintenance is completed, the maintenance personnel will mark the processing progress in the record details , and record the maintenance process and results ;
● If you need to standardize the maintenance process, you can associate the maintenance form with the function of adding follow-up dynamics in the trouble report form setting . When it is necessary to understand the specific maintenance process in the follow-up, it can respond quickly.
In follow-up statistics:
● You can view the dynamic file panel by scanning the code to understand the statistics of the current processing progress
● You can also click Download in the record details of the form to export and archive the repair registration and repair process in PDF format .
2. Business application process
Enterprises can make QR codes for external business applications through QR codes . External personnel can scan the QR code to fill in the application , and check the progress of the application in the form record details . Such as professional equipment leasing and installation application , park parking lot monthly subscription application , after-sales service application , telecommunications business processing and other external business processing scenarios.
Take the special equipment installation and removal application process as an example:
● The person in charge of the project on the construction site scans the QR code to fill in the "Application for Installation and Disassembly of Special Equipment" form;
● After receiving the installation and dismantling application, the professional equipment leasing company will arrange personnel to handle it according to the content of the form;
● According to the current installation and disassembly situation, such as: the installation has been completed, the processing progress can be updated as "Installation Complete";
● Follow-up, if the project is completed and the equipment needs to be dismantled, an application form can also be submitted, and the processing progress can be updated to "Removal Complete" after the dismantling is completed;
● You can view the progress of installation and disassembly in the dynamic file panel , and process the "registered" applications in a timely manner.
3. Internal approval progress
Small and medium-sized enterprises may lack internal OA approval tools. At this time, they can make QR codes for internal approval and processing through grass QR codes , which are applicable to scenarios such as reimbursement approval, contract payment approval, item receipt approval, and asset purchase approval . The application records are processed in a timely manner, and the processing progress is mastered.
Take reimbursement approval as an example:
● When employees need to be reimbursed, they can scan the QR code to submit the application form ;
● After receiving the application, the person in charge of finance will judge whether it is possible to pay for reimbursement according to the submitted content. Update the current processing progress according to the situation, such as: the reimbursement has been completed ;
● Employees can view the processing progress in the follow-up dynamics of the form record details . Relevant subscriptions can also be made, and when the processing progress changes, a message reminder will be sent in real time ;
● The person in charge of finance can scan the code to view the dynamic file panel, and process the "pending" data in a timely manner .
In addition, the forage QR code also provides a multi-level approval function . For example, an asset requisition application generally involves two levels of review: department supervisor opinion review and personnel supervisor opinion review. Therefore, the two forms can be linked in the follow-up dynamics to achieve multi-level approval. .
4. Feedback acceptance progress
For government institutions, QR codes for opinion feedback can be made through grass QR codes to collect opinions or complaints from the masses , and at the same time, the process of accepting opinions can be transparently fed back to the masses , such as complaints about illegal vehicles and complaints about wage arrears of migrant workers , Feedback on city appearance issues and other scenarios .
Take illegal vehicle complaints as an example:
● If the public finds traffic violations, they can scan the QR code and fill in the relevant form to report ;
● After receiving the reporting form, the person in charge of traffic will judge whether it is illegal or not and update the processing progress according to the submitted content, comparing with the actual situation , such as: the illegal vehicle has been processed ;
● The public can check the processing progress in the follow-up dynamics of the form record details . Relevant subscriptions can also be made, and when the processing progress changes, a message reminder will be sent in real time ;
● The person in charge of traffic can scan the QR code to view the dynamic file panel, so as to deal with "unprocessed" reports in a timely manner .
3. How to set
1. Set the message reminder function, you can specify the reminder person
Set up the business form, and when a new record is submitted, it can be reminded to the designated person or identity group through WeChat .
You can also set the reminder type, that is, when there is data that meets the conditions in the new record, it will be reminded .
2. Enable the update processing progress function of the form
Set up the business form, enable the follow-up processing progress function , and mark the processing progress process, such as "to be rectified", "rectified", etc. Set the default processing progress to "pending rectification" .
For the advanced version and above, you can modify the processing progress name closer to the scene according to the actual situation .
3. Turn on the add follow-up dynamic function of the form
Set up the business form and enable the function of adding follow-up dynamics. Relevant personnel can collaborate and communicate on the submitted record details page, supporting graphics, @reminders, taking pictures, etc.
For the advanced version and above, you can set a specified form to fill in the follow-up news, the export format is more standardized, and you can also set message reminder rules for this form.
4. Set the style of the dynamic file panel to display the statistical results of the processing progress
For the dynamic profile style panel to set, select Processing Progress Statistics . The statistical indicators can be modified, and the statistics of the processing progress can be directly displayed on the QR code .
