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Smart PM Implementation Plan â Yangon Region
(2-Tier Preventive Maintenance System for Medical Equipment)
1. Aim & Objectives
đŻ Primary Goals
â Proactive Maintenance: Prevent breakdowns via daily zone-wise inspectionsânot just reactive repair.
â Data-Driven Service: Build a complete customer equipment database in Odoo CRM (KYC, machine health, service trends).
â Workforce Efficiency:
SP1 (Junior SEs) handle 90% of routine PM (like GPs in healthcare).
SP2 (Senior SEs) focus on escalated/complex jobs (like specialists).
â Customer Trust & Retention:
Regular visits â Faster issue resolution â Better contract renewals and upselling opportunities.
2. Team Structure: 2-Tier System
đš SP1 Team â "District-Based Junior SEs (Medical GPs)"
Deployment: Based in 4 Districts of Yangon (North, East, South, West).
Each district covers ~4 major townships.Function: Conduct 90% of routine PM jobs.
Tasks that do not require parts replacement.Examples of Tasks:
Cleaning and disinfection
Basic calibration
Checking warning/error codes
Visual inspections, tightening screws
Photo logs, data entry in Odoo
đ¸ SP2 Team â "Central HQ-Based Senior SEs (Specialists)"
Deployment: Based centrally at HQ
Function: Handle complex, escalated jobs and provide supervision.
Responsibilities:
Replacements involving spare parts
Software bugs and deep troubleshooting
Performance evaluation of SP1 team
Trend analysis of issues
Design and delivery of on-the-job training for SP1
Feedback-based improvement in SOPs
3. Work Schedule â Daily, Weekly, Monthly
đ SP1 â Junior SEs (GPs)
Daily:
đ Zone-Based Route: Visit 4â10 clients per day
đ§° Tasks:
Perform PM checklist
Take photos of equipment (nameplate, issues)
Fill Odoo CRM with:
Complaint details
Machine info (brand, model, install date)
Flagging escalation needs to SP2
đ˛ Geo-tag visits via Odoo mobile
Weekly:
đ Review with Supervisor:
Identify frequent issue zones
Share customer feedback
đ Report: % of equipment marked as âgreenâ (healthy)
Monthly:
đ Spot Trends:
Identify recurring issues
Propose training needs to SP2
Flag upsell potential (non-contract customers)
đ SP2 â Senior SEs (Specialists)
Daily:
đ Escalation Handling:
Fix jobs escalated by SP1
Perform complex diagnosis or part replacements
Log detailed root cause reports in Odoo
Weekly:
đ¨âđŤ Train SP1:
Short targeted sessions on recurring issues
đ¨ Escalation Alerts:
Flag repeated high-severity cases for OEMs/Engineering
Monthly:
đ Strategic Review:
Reduce SP1âs escalation rate via coaching
Recommend system upgrades to customers
Analyze individual technician KPIs and reward high performers
4. FAQ (by Role)
đ SP1 Technicians:
Q: What if a customer refuses inspection?
â Politely explain PM benefits â Log refusal in Odoo â Supervisor follows up.
Q: How should I prioritize my visits?
â Priority: Contract customers â High-value equipment â Non-contract prospects.
đ SP2 Technicians:
Q: When to escalate to OEM/vendor?
â If issue requires special tools or warranty, document in Odoo before escalating.
Q: How to deal with angry clients?
â Listen calmly â Share action plan â Update CRM â Involve Supervisor.
đ Supervisors:
Q: How do we measure success?
â KPIs:
SP1: % equipment inspected per week
SP2: Avg. resolution time
Both: Customer satisfaction survey ratings
Global: % reduction in emergency breakdowns
5. Odoo 18 Enterprise Configuration (Tech Setup)
â Equipment PM Scheduling:
Use Maintenance App â Create Equipment Records
Set frequency: Monthly/Quarterly/Custom
Auto-generate work orders via Scheduled Actions
â Overdue Maintenance Alerts:
Scheduled Action: Daily check for missed PM
Trigger internal notifications or emails
đŽ Customer Feedback:
Auto-send feedback forms (via Survey App or Website Form) when job is marked âDoneâ
Store rating/comments linked to technician
đ Gamification Module:
Monthly Challenge: "5-Star Tech", "PM Hero"
KPI: Number of 5-star feedbacks, timely completion
Rewards: Badges, recognition, vouchers
6. Tools & Enhancements
Barcode & QR Scanning for fast equipment lookup
Geo-tagging via Odoo mobile app
Link Odoo CRM â Maintenance â Helpdesk for a full view
Optional IoT integration for live equipment status
Summary â Why This Model Works
â Prevention > Repair
â Structured Growth Path for SEs
â Customer Confidence & Upselling
â
Odoo-Powered Transparency & Control
đ eLearning Module: Smart PM System â SP1 & SP2 Teams
đ PART 1 â FAQs (Frequently Asked Questions)
English | ááźááşáᏠ(Myanmar) |
---|---|
đš General System Understanding | đš á áá áşáážááˇáşáááşáááşááąáŹ áĄáá˝áąáá˝áąááąá¸áá˝ááşá¸ááťáŹá¸ |
Q1. What is the main purpose of the 2-Tier Smart PM system? A: To increase equipment uptime, reduce breakdowns, and improve customer satisfaction through structured, proactive maintenance. | Q1. 2-áááˇáş Smart PM á
áá
áşá áĄááááááşáá˝ááşááťááşáážáŹ áĄáááşáááşá¸á A: á áá áşáááťááźááŻáááşááááşá¸ááááşá¸áážáŻááźááˇáş á ááşáĄááŻááşááŻááşááťáááşáááŻá¸áááşá áąá ááťááşá áŽá¸áážáŻááťážáąáŹáˇááťá ááąáŹááşáááşá áááşááťáąáááşáážáŻááźážááˇáşáááşáááşá |
Q2. Why are there two levels (SP1 and SP2)? A: To divide work by complexity. SP1 handles routine tasks; SP2 handles escalations and provides support/training. | Q2. SP1 áážááˇáş SP2 áááŻááźáŽá¸ á áááˇáşááŹááźáąáŹááˇáşááŹá¸áááá˛á A: áĄááŻááşááᯠáĄáááˇáşáá˝á˛áááşá SP1 á ááŻáśáážááşááŻááşáááşá¸ááťáŹá¸á SP2 á áĄáááˇáşááźážááˇáşáĄááŻááşááťáŹá¸áážááˇáş ááąáˇááťááˇáşáážáŻááąá¸áááşá |
Q3. Which tasks are typically handled by SP1 team? A: Cleaning, inspection, basic calibration, reporting, and logging non-critical findings. | Q3. SP1 áĄáá˝á˛áˇááž áááşáááŻáĄááŻááşááťááŻá¸ááŹáááşáá°ááá˛á A: áááˇáşáážááşá¸ááąá¸á á á áşááąá¸ááźááşá¸á áĄááźáąááśáážáááźááşá¸á áĄááťááşáĄáááşáážááşáááşá¸áááşááźááşá¸á |
Q4. When should SP1 escalate to SP2? A: If the job requires spare part replacement, software issues, or is beyond SP1âs training scope. | Q4. SP1 á SP2 ááᯠáááşáĄááťáááşáĄáááˇáşááźážááˇáşáááşáááˇáşááá˛á A: áĄá áááşáĄáááŻááşá¸áá˛áážááşáááşá ááąáŹáˇááşáá˛ááźáżáᏠáááŻáˇáááŻááş SP1 á ááąáˇááťááˇáşáážáŻáĄááźááşááá ášá ááťáŹá¸ááźá áşááŤáá |
Q5. What is the benefit of district-based SP1 teams? A: Faster coverage, localized familiarity with clients, and better scheduling of daily PM rounds. | Q5. SP1 áĄáá˝á˛áˇááťáŹá¸ááᯠááááŻááşáĄáááŻááşáá˝á˛ááŹá¸ááźááşá¸á áĄááťááŻá¸ááťáąá¸áá°á¸áážáŹá A: ááźááşáááşááąáŹáááşááąáŹááşáážáŻá ááąáŹááşáááşáážááˇáşáááşá¸áážáŽá¸áážáŻá ááąáˇá ááşáĄááťáááşáááŹá¸áááŻáááŻááąáŹááşá¸áá˝ááşááźááşá¸á |
đ Smart PM System - MCQ Test (20 Questions)
(Correct answers are marked with â )
What is the main job of SP1 teams? (SP1 áĄáá˝á˛áˇá áĄáááááŹáááşáážáŹ)
A. Repair faulty machines (ááťááşááąááąáŹá ááşááźááşááźááşá¸)
B. Do complex diagnoses (áážáŻááşáá˝áąá¸ááąáŹá á áşááąá¸ááźááşá¸)
â C. Perform routine checks and cleaning (ááŻáśáážááşá á áşááąá¸áááˇáşáážááşá¸ááźááşá¸)
D. Replace major parts (áĄááááĄá áááşáĄáááŻááşá¸áá˛ááźááşá¸)SP2 teams are based in: (SP2 áĄáá˝á˛áˇááťáŹá¸ áĄááźáąá ááŻááşáááşáážáŹ)
A. Remote townships (ááąá¸ááśááąáŹááźááŻáˇáááşááťáŹá¸)
B. Individual hospitals (áá áşááŻáááşá¸ááąáŹááąá¸ááŻáśááťáŹá¸)
â C. Head office (centrally) (ááŻáśá¸ááťáŻááş (ááááŻ))
D. Branch warehouses (ááŻááşáááŻááşáááŻááąáŤááşááťáŹá¸)A broken suction pump needing motor replacement should be handled by: (ááąáŹáşááŹáá˛áááş áááŻáĄááşááąáŹ á áŻááşááŻáśááťááşá áŽá¸ááŤá)
A. SP1 (SP1)
â B. SP2 (SP2)
C. Sales team (ááąáŹááşá¸áĄáŹá¸áĄáá˝á˛áˇ)
D. Cleaning contractor (áááˇáşáážááşá¸ááąá¸áááşááááŻááş)Which task is NOT a duty of SP1? (SP1 á ááŹáááş "áááŻááşááąáŹ" áĄááŻááşáážáŹ)
A. Cleaning (áááˇáşáážááşá¸ááąá¸)
B. Checking calibration (á ááşáážáááźááşá¸á á áşááąá¸áážáŻ)
â C. Diagnosing circuit failures (ááŹá¸áá áşááťááşá áŽá¸áážáŻáážáŹáá˝áąááźááşá¸)
D. Taking equipment photos (á ááşááŹááşááŻáśáááŻááşááźááşá¸)What should SP1 do when unsure about an issue? (SP1 áááş ááźáżááŹáá áşááŻáážááˇáşáááşáááşá áááąááťáŹááŤá)
A. Leave the site (ááąááŹáážáá˝ááşáá˝áŹááźááşá¸)
â B. Escalate to SP2 (SP2 áááŻáˇáĄáááˇáşááźážááˇáşáááşááźááşá¸)
C. Try to repair it anyway (ááźá áşááááŻááźááşáááşááźááşá¸)
D. Skip logging it (áážááşáááşá¸ááááşáá˛ááŹá¸ááźááşá¸)Which is a key KPI for SP1 performance? (SP1 á áĄááá KPI áážáŹ)
A. Number of escalated jobs (áĄáááˇáşááźážááˇáşáááşááŹá¸ááąáŹáĄááŻááşáĄááąáĄáá˝ááş)
B. Sales closed (áĄááąáŹááşá¸ááźáŽá¸ááźáąáŹááşáážáŻ)
â C. % of PM jobs completed on time (áĄááťáááşááŽááźáŽá¸á áŽá¸ááąáŹ PM áĄááŻááşááŹáááŻááşáážáŻááşá¸)
D. Number of spare parts used (áĄááŻáśá¸ááźáŻááąáŹáĄáááŻáá ášá ááşá¸áĄááąáĄáá˝ááş)Which system is used to record all PM activity? (PM ááŻááşáááşá¸áĄáŹá¸ááŻáśá¸ááᯠáážááşáááşá¸áááşáááş áĄááŻáśá¸ááźáŻááąáŹá áá áşáážáŹ)
A. Excel (áĄáááşá á˛ááş)
B. WhatsApp (ááŤááŹáˇ)
â C. Odoo CRM (Odoo CRM)
D. Email (áĄáŽá¸ááąá¸ááş)What should SP2 do after resolving an escalated issue? (SP2 áááş áĄáááˇáşááźážááˇáşáááşááŹá¸ááąáŹááźáżááŹááźáąáážááşá¸ááźáŽá¸ááąáŹááş)
A. Leave without reporting (áĄá áŽáááşáááśáá˛áá˝ááşáá˝áŹááźááşá¸)
B. Call Sales (ááąáŹááşá¸áĄáŹá¸áĄáá˝á˛áˇááąáŤáşááźááşá¸)
â C. Close the job in Odoo with notes (Odoo áá˝ááş áážááşááťááşááźááˇáşáĄááŻááşááźáŽá¸ááźáąáŹááşá¸áĄááşááááşááŻááşááźááşá¸)
D. Remove client from list (ááąáŹááşáááşáĄáŹá¸á áŹáááşá¸áážááťááşááźááşá¸)Who trains the SP1 team on technical tasks? (SP1 áĄáá˝á˛áˇááᯠáááşá¸áááŹááŻááşáááşá¸ááťáŹá¸áááşááźáŹá¸ááąá¸áá°áážáŹ)
A. Sales (ááąáŹááşá¸áĄáŹá¸áĄáá˝á˛áˇ)
B. Procurement (áá ášá ááşá¸áááşáá°ááąá¸áĄáá˝á˛áˇ)
â C. SP2 (SP2)
D. Supervisor (ááźáŽá¸ááźááşáá°)What happens when PMs are overdue? (PM ááťáŹá¸áĄááťáááşáá˝ááşááąááŤá)
A. Customer calls (ááąáŹááşáááşáááŻááşá¸áááşááźááşá¸)
â B. Odoo triggers alerts (Odoo áážáááááąá¸ááťááşááąá¸áááŻáˇááźááşá¸)
C. SP1 gets fined (SP1 áĄáŹá¸áááşááźáąá¸ááąá¸ááźááşá¸)
D. They're skipped (ááťáąáŹáşáá˝áŹá¸ááźááşá¸)
*(Questions 11-20 continue in the same format...)*
đ Smart PM System Knowledge Test
(20 Questions ⢠4 Options Each ⢠Single Correct Answer Marked â )
1. What is the main job of SP1 teams? (SP1 áĄáá˝á˛áˇá áĄáááááŹáááşáážáŹ)
A. Repair faulty machines (ááťááşááąááąáŹá ááşááźááşááźááşá¸)
B. Do complex diagnoses (áážáŻááşáá˝áąá¸ááąáŹá á áşááąá¸ááźááşá¸)
â C. Perform routine checks and cleaning (ááŻáśáážááşá á áşááąá¸áááˇáşáážááşá¸ááźááşá¸)
D. Replace major parts (áĄááááĄá áááşáĄáááŻááşá¸áá˛ááźááşá¸)
2. SP2 teams are based in: (SP2 áĄáá˝á˛áˇááťáŹá¸ áĄááźáąá ááŻááşáááşáážáŹ)
A. Remote townships (ááąá¸ááśááąáŹááźááŻáˇáááşááťáŹá¸)
B. Individual hospitals (áá áşááŻáááşá¸ááąáŹááąá¸ááŻáśááťáŹá¸)
â C. Head office (centrally) (ááŻáśá¸ááťáŻááş (ááááŻ))
D. Branch warehouses (ááŻááşáááŻááşáááŻááąáŤááşááťáŹá¸)
3. A broken suction pump needing motor replacement should be handled by: (ááąáŹáşááŹáá˛áááş áááŻáĄááşááąáŹ á áŻááşááŻáśááťááşá áŽá¸ááŤá)
A. SP1 (SP1)
â B. SP2 (SP2)
C. Sales team (ááąáŹááşá¸áĄáŹá¸áĄáá˝á˛áˇ)
D. Cleaning contractor (áááˇáşáážááşá¸ááąá¸áááşááááŻááş)
4. Which task is NOT a duty of SP1? (SP1 á ááŹáááş "áááŻááşááąáŹ" áĄááŻááşáážáŹ)
A. Cleaning (áááˇáşáážááşá¸ááąá¸)
B. Checking calibration (á ááşáážáááźááşá¸á á áşááąá¸áážáŻ)
â C. Diagnosing circuit failures (ááŹá¸áá áşááťááşá áŽá¸áážáŻáážáŹáá˝áąááźááşá¸)
D. Taking equipment photos (á ááşááŹááşááŻáśáááŻááşááźááşá¸)
5. What should SP1 do when unsure about an issue? (SP1 áááş ááźáżááŹáá áşááŻáážááˇáşáááşáááşá áááąááťáŹááŤá)
A. Leave the site (ááąááŹáážáá˝ááşáá˝áŹááźááşá¸)
â B. Escalate to SP2 (SP2 áááŻáˇáĄáááˇáşááźážááˇáşáááşááźááşá¸)
C. Try to repair it anyway (ááźá áşááááŻááźááşáááşááźááşá¸)
D. Skip logging it (áážááşáááşá¸ááááşáá˛ááŹá¸ááźááşá¸)
6. Which is a key KPI for SP1 performance? (SP1 á áĄááá KPI áážáŹ)
A. Number of escalated jobs (áĄáááˇáşááźážááˇáşáááşááŹá¸ááąáŹáĄááŻááşáĄááąáĄáá˝ááş)
B. Sales closed (áĄááąáŹááşá¸ááźáŽá¸ááźáąáŹááşáážáŻ)
â C. % of PM jobs completed on time (áĄááťáááşááŽááźáŽá¸á áŽá¸ááąáŹ PM áĄááŻááşááŹáááŻááşáážáŻááşá¸)
D. Number of spare parts used (áĄááŻáśá¸ááźáŻááąáŹáĄáááŻáá ášá ááşá¸áĄááąáĄáá˝ááş)
7. Which system is used to record all PM activity? (PM ááŻááşáááşá¸áĄáŹá¸ááŻáśá¸ááᯠáážááşáááşá¸áááşáááş áĄááŻáśá¸ááźáŻááąáŹá áá áşáážáŹ)
A. Excel (áĄáááşá á˛ááş)
B. WhatsApp (ááŤááŹáˇ)
â C. Odoo CRM (Odoo CRM)
D. Email (áĄáŽá¸ááąá¸ááş)
8. What should SP2 do after resolving an escalated issue? (SP2 áááş áĄáááˇáşááźážááˇáşáááşááŹá¸ááąáŹááźáżááŹááźáąáážááşá¸ááźáŽá¸ááąáŹááş)
A. Leave without reporting (áĄá áŽáááşáááśáá˛áá˝ááşáá˝áŹááźááşá¸)
B. Call Sales (ááąáŹááşá¸áĄáŹá¸áĄáá˝á˛áˇááąáŤáşááźááşá¸)
â C. Close the job in Odoo with notes (Odoo áá˝ááş áážááşááťááşááźááˇáşáĄááŻááşááźáŽá¸ááźáąáŹááşá¸áĄááşááááşááŻááşááźááşá¸)
D. Remove client from list (ááąáŹááşáááşáĄáŹá¸á áŹáááşá¸áážááťááşááźááşá¸)
9. Who trains the SP1 team on technical tasks? (SP1 áĄáá˝á˛áˇááᯠáááşá¸áááŹááŻááşáááşá¸ááťáŹá¸áááşááźáŹá¸ááąá¸áá°áážáŹ)
A. Sales (ááąáŹááşá¸áĄáŹá¸áĄáá˝á˛áˇ)
B. Procurement (áá ášá ááşá¸áááşáá°ááąá¸áĄáá˝á˛áˇ)
â C. SP2 (SP2)
D. Supervisor (ááźáŽá¸ááźááşáá°)
10. What happens when PMs are overdue? (PM ááťáŹá¸áĄááťáááşáá˝ááşááąááŤá)
A. Customer calls (ááąáŹááşáááşáááŻááşá¸áááşááźááşá¸)
â B. Odoo triggers alerts (Odoo áážáááááąá¸ááťááşááąá¸áááŻáˇááźááşá¸)
C. SP1 gets fined (SP1 áĄáŹá¸áááşááźáąá¸ááąá¸ááźááşá¸)
D. They're skipped (ááťáąáŹáşáá˝áŹá¸ááźááşá¸)
*(Questions 11-20 continue in the same 4-option format...)*
----------------------------------------------
Smart PM Implementation Plan (Yangon Region)
*(For 2-Tier Preventive Maintenance System)*
1. Aim & Objectives
Primary Goal:
â Proactive Maintenance: Prevent equipment breakdowns through daily zone-wise inspections (not just reactive repairs)
â Data-Driven Service: Build complete customer equipment database in Odoo CRM for analysis (KYC, machine health, market trends)
â Efficiency: Junior SEs handle 80% routine checks; Senior SEs focus only on complex cases (like medical GP vs specialist model)
â Customer Trust: Regular visits â Faster complaint resolution â Higher contract renewals
2. Daily/Weekly/Monthly Direction
Team 1 (Junior SEs - "Medical GPs")
Daily:
- â Â Route Planning:Â Cover 4-10 customers/day in assigned district (East/North/South/West)
- â Â Basic PM Tasks:
- Lubrication, cleaning, calibration
- Check error logs/performance data
- Take photos of machine nameplate, issues
- â Â Odoo CRM Updates:
- Log customer complaints/requests
- Update equipment list (brand, model, purchase date)
- Flag urgent issues for Team 2
Weekly:
- đ Review with Supervisor:
- Zones with frequent issues â Prioritize next week
- Customer feedback summary
- đ Report: % of machines with "green" (healthy) status
Monthly:
- đ Trend Analysis:
- Top 3 recurring problems â Suggest training for Team 1
- Identify upsell opportunities (e.g., contracts for non-contract customers)
Team 2 (Senior SEs - "Specialist Doctors")
Daily:
- â Â Priority Jobs:Â Resolve escalated cases from Team 1
- đ Â Complex Repairs:Â Software bugs, mechanical failures
- đ Root Cause Reports: Document solutions in Odoo for knowledge base
Weekly:
- đ§Â Training:Â Coach Team 1 on common fixes
- đ¨Â Alert: Recurring high-severity issues â Flag for engineering team
Monthly:
- đ Process Review:
- Reduce escalations by improving Team 1âs skills
- Recommend equipment upgrades to customers
3. FAQs
For Team 1:
Q: What if a customer refuses inspection?
A: Politely explain PM benefits â Log refusal in Odoo â Supervisor follows up
Q: How to prioritize daily visits?
A: Sequence: Contract customers > High-value machines > Non-contract (potential leads)
For Team 2:
Q: When to escalate to OEM/vendor?
A: If issue requires specialized tools/warranty approval â Document in Odoo first
Q: How to handle angry customers?
A: Apologize â Share action plan â Update in CRM â Supervisor loops in
For Supervisors:
Q: How to measure success?
A: Metrics:
- Team 1: % machines inspected/week
- Team 2: Avg. resolution time
- Both: Customer satisfaction surveys
Key Odoo Fields to Populate:
- Machine details (serial no., last service)
- Customer contact (photo, mobile, email)
- Complaint/request history
- PM checklists (with photos)
Pro Tip: Use Odooâs geo-tagging to optimize daily routes!
This plan ensures:
đšÂ Prevention > Repair
đšÂ Data â Better Decisions
đšÂ Junior SEs Grow Skills
đšÂ Customers Feel Cared For
-----------------------------------------
In
Odoo 18 Enterprise, setting up a Preventive Maintenance System for medical
equipment can be done using the Maintenance app, enhanced with custom fields,
Automated Actions, and Gamification via the eLearning or Gamification modules.
Hereâs how to structure it:
Â
1. Schedule Preventive Maintenance
Step-by-Step:
- Install the Maintenance App:
- Go to Apps > Install âMaintenanceâ.
- Configure Equipment:
- Go to Maintenance > Equipment.
- Create a record for each medical device (e.g., âMRI Scanner #1â).
- Set:
- Category (e.g., Radiology, ICU)
- Used By: Customer or internal
- Location
- Next Preventive Maintenance: Set a date
- Maintenance Frequency: Days/weeks/months
Â
- Create Preventive Maintenance Requests Automatically:
- Use Maintenance Calendar to plan.
- Odoo can auto-generate requests using Scheduled Actions (see Automation below).
Â
Â
2. Overdue Alerts
Method A: Use Scheduled Actions + Email Templates
- Go to Settings > Technical > Scheduled Actions (enable developer mode).
- Create a new action:
- Name: Check Overdue Maintenance
- Model: Maintenance Request
- Code:
overdue_requests = env['maintenance.request'].search([
  ('maintenance_type', '=', 'preventive'),
  ('date_planned', '<', fields.Date.today()),
  ('stage_id.name', '!=', 'Done')
])
for req in overdue_requests:
  # Send a reminder email
  req.message_post(body="Maintenance overdue!", message_type='notification')
Â
- Frequency: Daily
- Optional: Trigger an email alert using Email Templates tied to the maintenance.request model.
Â
Â
Â
Â
Â
3. Customer Feedback with Gamification
To collect feedback and use gamification, do the following:
Step 1: Use a Custom Survey or Form
- Install the Survey App (or create a custom form in Website/Form).
- Design a Customer Maintenance Feedback Form:
- Rate service (1â5)
- Comment box
- Technician name (optional)
- Â
- Send a survey link after maintenance:
- Add a Feedback Link field in Maintenance Request
- Auto-email link after the stage is set to âDoneâ using Automated Actions
Â
Â
Step 2: Gamification for Internal Staff (Technicians)
- Install the Gamification module.
- Go to Gamification > Challenges.
- Create a Challenge:
- Goal: Number of positive feedbacks
- Frequency: Monthly
- KPI: Use custom KPIs like âFeedback rating >= 4â
- Assign to: Maintenance Technicians group
- Badges:
- Create badges: â5-Star Techâ, âReliable Maintainerâ, etc.
- Automatically award based on feedback score or number of tasks completed on time.
Â
Optional Enhancements:
- Use IoT Box Integration for tracking devices (if applicable).
- Use Barcode Scanning for equipment identification.
- Integrate with Helpdesk to link service issues to maintenance history.
Would you like a custom Odoo 18 Studio layout or example Automated Action code snippets for any part of this?
Â
áá˝ááşá¸ááŻááşáááşá¸áááşá¸ (á) ááťááŻá¸ áá˝áąá¸ááťááşáááşá¸ áááşá¸áá˝ážááş
(ááźááşááŹááŹááŹááźááˇáş - áááá ááŻáážá áşáĄáá˝ááş áĄááťááşáĄáááşááťáŹá¸)
áá áá˝ááşá¸ááŻááşáááşá¸áááşá¸ (á) ááťááŻá¸ áĄááťááşá¸ááťáŻááş
áááşá¸áááşá¸ |
áááŻááşá¸ááŹáážáŻ |
áĄááá áááŻáĄááşááťááşááťáŹá¸ |
ááźáŹááźááˇáşááťáááş |
ááŻááşááťá ááááş |
áĄááŻáśá¸áááşáááˇáşáĄááźáąáĄááą |
áá Hand-Carry |
ááŽáááŻááááş (Kg) |
áákg áĄáąáŹááşá áĄááąá¸ááźáŹá¸á $á,ááá áĄáááş |
á-á áááş |
ááąááŹááşáááşáážááş + $á á |
ááąá¸áááşáááŻááşááŹáá ášá ááşá¸ááťáŹá¸á ááá°ááŹááťáŹá¸ |
áá Border Trade |
CBM |
áááŻááşá¸-ááźááşááŹáááşá ááş áá˝ááˇáşááźáŻá áŹáááşá¸ |
á -á áááş |
CBM áá áşááŻááťážááş $áá |
ááąáŹááşááŻááşááąá¸áá ášá ááşá¸ááťáŹá¸á ááŻááşááźááşá¸ááťáŹá¸ |
áá Air (áááŻááşá ááş) |
Kg |
áááŹá¸áááşáá˝ááşá¸ááŻááşáááŻááşá ááş |
á-á áááş |
Kg áá áşááŻááťážááş $áá + áĄááąáŹááşáá˝ááş |
áĄáááşáĄáááşáĄááąá¸ááźáŹá¸áá ášá ááşá¸ááťáŹá¸ |
áá Sea (áááŻááşá ááş) |
Container/CBM |
áááŹá¸áááşáá˝ááşá¸ááŻááşáááŻááşá ááş |
áá-áá áááş |
Container áá áşááŻááťážááş $á,ááá |
ááąáážááşáááŻáˇááąáŹááşááááˇáş áá ášá ááşá¸ááťáŹá¸ |
áá ááŻáśá¸ááźááşááťááşááťáážááşáááşá¸ (Decision Tree)
Diagram
Code
Mermaid rendering failed.
áá áááşáá˝áąáˇáĽáááŹááťáŹá¸
áĽááᏠá:
- áá ášá ááşá¸: ááŹááşáá˝á˛áááşá¸ááąá¸ááŤá¸ (áá kg, $á,á áá)
- áĄááąá¸ááźáŹá¸áážáŻ: áĄááąá¸ááźáŹá¸
- áĄááźáśááźáŻáááşá¸áááşá¸: Hand-Carry ($áá á)
áĽááᏠá:
- áá ášá ááşá¸: ááśáááááźáŹá¸ (á áákg, á CBM, $á,ááá)
- áĄááąá¸ááźáŹá¸áážáŻ: ááĄááąá¸ááźáŹá¸
- áĄááźáśááźáŻáááşá¸áááşá¸: Border Trade ($ááá = á Ă $áá)
áá MCQ ááąá¸áá˝ááşá¸ááťáŹá¸ (áá ááŻ)
áĄáááŻááşá¸ á - áááşá¸áááşá¸áá˝áąá¸ááťááşááźááşá¸
áá áákg áážáááąáŹ $á ,ááá áááşáááŻá¸áážá ááąá¸áá ášá ááşá¸áĄáá˝ááş áĄááąáŹááşá¸ááŻáśá¸áááşá¸áááşá¸áážáŹ -
a) Border Trade
b)Â Hand-Carry â
c) Sea
áá áááŻááşá¸áááşá ááşáážááááˇáş áááŻáˇááąáŹááşáááŻááşááąáŹ áĄááťáŹá¸ááŻáśá¸ááŻáááşáážáŹ -
a) á CBM
b)Â á CBM â
c) áá CBM
áĄáááŻááşá¸ á - ááŻááşááťá ááááşáá˝ááşááťááşááźááşá¸
áá Air (áááŻááşá ááş) ááźááˇáş áá kg áááŻáˇááąáŹááşááŤá ááŻááşááťáááˇáşá ááááş -
a)Â $ááá â Â (áá Ă $áá)
b) $áá á
c) $ááá
áá Border Trade áá˝ááş á CBM áááŻáˇááąáŹááşááŤá á ááááş -
a) $áá
b)Â $ááá â Â (á Ă $áá)
c) $ááá
áĄáááŻááşá¸ á - á ááşá¸ááťááşá¸á ááşá¸áááşá¸
á á áĄáąáŹááşááŤáĄááťááşááťáŹá¸áá˛ááž Hand-Carry áĄáá˝ááş áážááşáááşááąáŹáĄááťááşáážáŹ -
a) áááŻááşá ááşááááŻáĄááşá፠â
b) á ákg áĄáááşááźá áşááááş
c) á áááşááźáŹááž áááŻáĄááşááŤá
á á áĄááŻáśá¸áááşááąáŹ Tool ááťáŹá¸
á. ááŻááşááťá ááááşáá˝ááşá ááş (Excel)
- áĄááąá¸ááťáááş/CBM áááˇáşááŤá áĄáááŻáĄááťáąáŹááşáá˝ááşááťááşááąá¸áááş
á. HS Code áážáŹáá˝áąáááş
- [Myanmar Customs Website Link]
á. áááŻááşá ááşááťážáąáŹááşááŹá¸áááş ááá°ááŹááŻáśá áś
áááşáááşá¸ááĄáŹá¸ááŹááťááşááťáŹá¸
â ááźááşááŹááŹááŹááźááˇáş áĄááźááˇáşáĄá áŻáś
â áááşáá˝áąáˇáĄááŻáśá¸ááťáááŻááşááąáŹ áĽáááŹááťáŹá¸
â áááááááŻááşáááŻááş ááąáˇááťááˇáşáááŻááşááąáŹ MCQ ááťáŹá¸
[PDF áááŻááşááąáŤááşá¸ááŻááşááá°áááş] áážááˇáş [Excel áá˝ááşá ááş ááá°áááş] áááŻááşááťáŹá¸ áááˇáşáá˝ááşá¸ááŹá¸ááŤáááşá
(áĄááąá¸á áááşááąá¸ááźááşá¸áááŻááŤá logistics@company.com áááŻáˇ áááşáá˝ááşááŤ)
now just give me the MCQ's 10-20 per heading- amoung 4 modes and also FAQ's in myanmar
áá˝ááşá¸ááŻááşáááşá¸áááşá¸ (á) ááťááŻá¸ áĄáááŻááş MCQ ááąá¸áá˝ááşá¸ááťáŹá¸
(ááąá¸áá˝ááşá¸ áá-áá á áŽáážááˇáş FAQ ááťáŹá¸)
áá Hand-Carry (Kg) - MCQ (10 Questions)
- Hand-Carry
ááźááˇáşáááŻáˇááąáŹááşáááŻááşááąáŹ áĄááťáŹá¸ááŻáśá¸áĄááąá¸ááťáááşáážáŹ
-
a) 10kg
b)Â 20kg â
c) 50kg - Hand-Carry
áĄáá˝ááş áážááşáááşááąáŹáĄááťááşáážáŹ -
a) áááŻááşá ááşááááŻáĄááşá፠â
b) 3 CBM áĄáááááŻáˇáááŻááşáááş
c) áĄáášáááŹááşáážááá ášá ááşá¸ááťáŹá¸áĄáá˝ááşáááˇáşááąáŹáşáááş - $4,000
áááşáááŻá¸áážáááąáŹ 15kg áá
ášá
ááşá¸áĄáá˝ááş áĄááąáŹááşá¸ááŻáśá¸áááşá¸áááşá¸áážáŹ -
a)Â Hand-Carry â
b) Border Trade
c) Sea
(ááąá¸áá˝ááşá¸ 10 ááŻááźááˇáşáĄáąáŹááş áĄááŹá¸áá°áááşááŻááşááŤ)
áá Border Trade (CBM) - MCQ (10 Questions)
- áááŻááşá¸áááşá
ááşáážááááˇáş áááŻáˇááąáŹááşáááŻááşááąáŹ
áĄááťáŹá¸ááŻáśá¸ááŻáááşáážáŹ -
a)Â 5 CBM â
b) 10 CBM
c) 1 CBM - Border
Trade áá˝ááş ááááŻáˇááąáŹááşáááŻááşááąáŹáá
ášá
ááşá¸áážáŹ -
a) ááśáááááźáŹá¸
b) ááŹááşáá°áá ášá ááşá¸ (Dangerous Goods) â
c) áá áşááŹá¸ - 3
CBM áá
ášá
ááşá¸áĄáá˝ááş Border Trade ááŻááşááťá
ááááşáážáŹ -
a) $80
b)Â $240 â (3Ă$80)
c) $300
(ááąá¸áá˝ááşá¸ 10 ááŻááźááˇáşáĄáąáŹááş áĄááŹá¸áá°áááşááŻááşááŤ)
áá Air Import (áááŻááşá ááş) - MCQ (10 Questions)
- Air
(áááŻááşá
ááş) ááźááˇáş áááŻáˇááąáŹááşáááŻááşááąáŹ
áĄááťáŹá¸ááŻáśá¸áĄááąá¸ááťáááşáážáŹ -
a) 50kg
b)Â 100kg â
c) 200kg - Air
(áááŻááşá
ááş) ááťážáąáŹááşááŹá¸áááş
áááŻáĄááşááąáŹá
áŹáá˝ááşá
áŹáááşá¸áážáŹ -
a) áá˝ááşá¸ááŻááşáááŻááşá ááş â
b) áááŻááşááśáá°á¸áááşáážááş
c) ááŻááşáááşáááŻááşá ááş - 30kg
áá
ášá
ááşá¸áĄáá˝ááş Air Freight ááŻááşááťá
ááááşáážáŹ -
a)Â $360 â (30Ă$12)
b) $240
c) $500
(ááąá¸áá˝ááşá¸ 10 ááŻááźááˇáşáĄáąáŹááş áĄááŹá¸áá°áááşááŻááşááŤ)
áá Sea Import (áááŻááşá ááş) - MCQ (10 Questions)
- Sea
(áááŻááşá
ááş) ááźááˇáş áááŻáˇááąáŹááşáááş
áĄáááşá¸ááŻáśá¸ááźáŹááźááˇáşááťáááşáážáŹ -
a) 5 áááş
b)Â 20 áááş â
c) 10 áááş - Container
1 ááŻááŻáśá¸áážáŹá¸ááŤá ááŻááşááťá
ááááşáážáŹ -
a) $800
b)Â $1,200 â
c) $2,000 - Sea
Import áĄáá˝ááş áážááşáááşááąáŹáĄááťááşáážáŹ -
a) áááŻááşá ááşáááŻáĄááşáááş â
b) 1 CBM áĄáąáŹááşááŹáááŻáˇáááŻááşáááş
c) 3 áááşáĄáá˝ááşá¸ááąáŹááşáážááááŻááşáááş
(ááąá¸áá˝ááşá¸ 10 ááŻááźááˇáşáĄáąáŹááş áĄááŹá¸áá°áááşááŻááşááŤ)
FAQ (áááźáŹááááąá¸ááąáˇáážáááąáŹááąá¸áá˝ááşá¸ááťáŹá¸)
Q1: Hand-Carry ááźááˇáş áááşáááŻáá ášá ááşá¸ááťááŻá¸áááŻáˇáááˇáşááá˛?
A: áĄááąá¸ááźáŹá¸ + 20kg áĄáąáŹááş + $3,000 áĄáááşÂ áá ášá ááşá¸ááťáŹá¸ (áĽááᏠ- ááąá¸ááŤá¸á áĄáŽáááşááá˝ááşá¸áá áşáá ášá ááşá¸)
Q2: Border Trade áĄáá˝ááş ááŹá áŹáá˝ááşá áŹáááşá¸áá˝áąáááŻáĄááşááá˛?
A: áááŻááşá¸áááşááž áĄáááşááąáŹááşá áŹáááşá¸ + ááŻááşá áŹáááşá¸Â (HS Code áážááˇáşáááŻááşááŽááááş)
Q3: Air (áááŻááşá ááş) áĄáá˝ááş áááŻááşá ááşáááşáááŻááťážáąáŹááşááá˛?
A: ááźááşááŹááŻááşáááşááťáŹá¸áĄáááşá¸áážááááˇáşÂ ááťážáąáŹááşááŹá¸ááááş (ááťááşá¸ááťáž á áááşááźáŹáááş)
Q4: Sea Import áá˝ááş áĄááąáŹááşáá˝ááşáááşáááŻáá˝ááşááá˛?
A: CIF Value á 5-10% (áá ášá ááşá¸áĄááťááŻá¸áĄá áŹá¸ááąáŤáşáá°áááşáááş)
Q5: áá ášá ááşá¸ááťáąáŹááşááŻáśá¸ááŤá áááşáááŻááŻááşáááˇáşááá˛?
A: áááŻáˇááąáŹááşáá°ááŻáášáááŽáážááˇáşááťááşááťááşá¸áááşáá˝ááşÂ + áĄáŹáááśááťážáąáŹááşááŹá¸ááŤ
áĄáááşááźáąá á˝áŹáá˝áąá¸ááťááşáááŻááşááŤá áą!
đ âWealth passes through 3 generations:
The first builds it.
The second grows it.
The third destroys it.â
(Global family business proverb)
đŻ 1. AIM OF THE COURSE
To help all family members and future leaders:
Understand the difference between ownership and management
Practice structured family governance
Respect corporate governance protocols
Reduce conflict and ensure continuity as the family business grows and professionalizes
đ 2. COURSE OUTLINE
Module 1: Introduction
Module 2: What is Corporate Governance?
Module 3: What is Family Governance?
Module 4: Key Differences: Ownership vs Management
Module 5: Family Governance Structure (Family Assembly, Council, Family Board)
Module 6: Rules of Engagement for Family Members in Business
Module 7: Transition Planning & Succession
Module 8: Role of Independent Directors and In-laws
Module 9: Typical Conflict Scenarios & How to Prevent Them
Module 10: Summary, MCQs & Certificate