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Smart PM Implementation Plan â Yangon Region
(2-Tier Preventive Maintenance System for Medical Equipment)
1. Aim & Objectives
ð¯ 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
ð¹ 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
ðž 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
ð SP1 â Junior SEs (GPs)
Daily:
ð Zone-Based Route: Visit 4â10 clients per day
ð§° 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
ð² Geo-tag visits via Odoo mobile
Weekly:
ð Review with Supervisor:
Identify frequent issue zones
Share customer feedback
ð Report: % of equipment marked as âgreenâ (healthy)
Monthly:
ð Spot Trends:
Identify recurring issues
Propose training needs to SP2
Flag upsell potential (non-contract customers)
ð SP2 â Senior SEs (Specialists)
Daily:
ð Escalation Handling:
Fix jobs escalated by SP1
Perform complex diagnosis or part replacements
Log detailed root cause reports in Odoo
Weekly:
ðšâð« Train SP1:
Short targeted sessions on recurring issues
ðš Escalation Alerts:
Flag repeated high-severity cases for OEMs/Engineering
Monthly:
ð 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)
ð 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.
ð 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.
ð 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
ð® Customer Feedback:
Auto-send feedback forms (via Survey App or Website Form) when job is marked âDoneâ
Store rating/comments linked to technician
ð 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
ð eLearning Module: Smart PM System â SP1 & SP2 Teams
ð PART 1 â FAQs (Frequently Asked Questions)
English | ááŒááºáᬠ(Myanmar) |
---|---|
ð¹ General System Understanding | ð¹ á áá áºááŸáá·áºáááºáááºáá±á¬ á¡ááœá±ááœá±áá±ážááœááºážáá»á¬áž |
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-ááá·áº Smart PM á
áá
áºá á¡ááááááºááœááºáá»ááºááŸá¬ á¡áááºáááºážá A: á áá áºááá»ááŒáá¯áááºááááºážááááºážááŸá¯ááŒáá·áº á ááºá¡áá¯ááºáá¯ááºáá»áááºááá¯ážáááºá á±á áá»ááºá á®ážááŸá¯áá»áŸá±á¬á·áá»á áá±á¬ááºáááºá áááºáá»á±áááºááŸá¯ááŒáŸáá·áºáááºáááºá |
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 ááŸáá·áº SP2 ááá¯ááŒá®áž á ááá·áºáá¬ááŒá±á¬áá·áºáá¬ážáááá²á A: á¡áá¯ááºááᯠá¡ááá·áºááœá²áááºá SP1 á áá¯á¶ááŸááºáá¯ááºáááºážáá»á¬ážá SP2 á á¡ááá·áºááŒáŸáá·áºá¡áá¯ááºáá»á¬ážááŸáá·áº áá±á·áá»áá·áºááŸá¯áá±ážáááºá |
Q3. Which tasks are typically handled by SP1 team? A: Cleaning, inspection, basic calibration, reporting, and logging non-critical findings. | Q3. SP1 á¡ááœá²á·á០áááºááá¯á¡áá¯ááºáá»áá¯ážáá¬áááºáá°ááá²á A: ááá·áºááŸááºážáá±ážá á á áºáá±ážááŒááºážá á¡ááŒá±áá¶ááŸáááŒááºážá á¡áá»ááºá¡áááºááŸááºáááºážáááºááŒááºážá |
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 ááᯠáááºá¡áá»áááºá¡ááá·áºááŒáŸáá·áºáááºááá·áºááá²á A: á¡á áááºá¡ááá¯ááºážáá²ááŸááºáááºá áá±á¬á·ááºáá²ááŒá¿áᬠááá¯á·ááá¯áẠSP1 á áá±á·áá»áá·áºááŸá¯á¡ááŒááºááá á¹á áá»á¬ážááŒá áºáá«áá |
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 á¡ááœá²á·áá»á¬ážááᯠáááá¯ááºá¡ááá¯ááºááœá²áá¬ážááŒááºážá á¡áá»áá¯ážáá»á±ážáá°ážááŸá¬á A: ááŒááºáááºáá±á¬áááºáá±á¬ááºááŸá¯á áá±á¬ááºáááºááŸáá·áºáááºážááŸá®ážááŸá¯á áá±á·á ááºá¡áá»áááºááá¬ážááá¯ááá¯áá±á¬ááºážááœááºááŒááºážá |
ð Smart PM System - MCQ Test (20 Questions)
(Correct answers are marked with â )
What is the main job of SP1 teams? (SP1 á¡ááœá²á·á á¡ááááá¬áááºááŸá¬)
A. Repair faulty machines (áá»ááºáá±áá±á¬á ááºááŒááºááŒááºáž)
B. Do complex diagnoses (ááŸá¯ááºááœá±ážáá±á¬á á áºáá±ážááŒááºáž)
â C. Perform routine checks and cleaning (áá¯á¶ááŸááºá á áºáá±ážááá·áºááŸááºážááŒááºáž)
D. Replace major parts (á¡áááá¡á áááºá¡ááá¯ááºážáá²ááŒááºáž)SP2 teams are based in: (SP2 á¡ááœá²á·áá»á¬áž á¡ááŒá±á áá¯ááºáááºááŸá¬)
A. Remote townships (áá±ážáá¶áá±á¬ááŒáá¯á·áááºáá»á¬áž)
B. Individual hospitals (áá áºáá¯áááºážáá±á¬áá±ážáá¯á¶áá»á¬áž)
â C. Head office (centrally) (áá¯á¶ážáá»á¯áẠ(áááá¯))
D. Branch warehouses (áá¯ááºááá¯ááºááá¯áá±á«ááºáá»á¬áž)A broken suction pump needing motor replacement should be handled by: (áá±á¬áºáá¬áá²ááẠááá¯á¡ááºáá±á¬ á á¯ááºáá¯á¶áá»ááºá á®ážáá«á)
A. SP1 (SP1)
â B. SP2 (SP2)
C. Sales team (áá±á¬ááºážá¡á¬ážá¡ááœá²á·)
D. Cleaning contractor (ááá·áºááŸááºážáá±ážáááºáááá¯ááº)Which task is NOT a duty of SP1? (SP1 á áá¬ááẠ"ááá¯ááºáá±á¬" á¡áá¯ááºááŸá¬)
A. Cleaning (ááá·áºááŸááºážáá±áž)
B. Checking calibration (á ááºááŸáááŒááºážá á áºáá±ážááŸá¯)
â C. Diagnosing circuit failures (áá¬ážáá áºáá»ááºá á®ážááŸá¯ááŸá¬ááœá±ááŒááºáž)
D. Taking equipment photos (á ááºáá¬ááºáá¯á¶ááá¯ááºááŒááºáž)What should SP1 do when unsure about an issue? (SP1 ááẠááŒá¿áá¬áá áºáá¯ááŸáá·áºáááºáááºá ááá±áá»á¬áá«á)
A. Leave the site (áá±áá¬ááŸááœááºááœá¬ááŒááºáž)
â B. Escalate to SP2 (SP2 ááá¯á·á¡ááá·áºááŒáŸáá·áºáááºááŒááºáž)
C. Try to repair it anyway (ááŒá áºáááá¯ááŒááºáááºááŒááºáž)
D. Skip logging it (ááŸááºáááºážááááºáá²áá¬ážááŒááºáž)Which is a key KPI for SP1 performance? (SP1 á á¡ááá KPI ááŸá¬)
A. Number of escalated jobs (á¡ááá·áºááŒáŸáá·áºáááºáá¬ážáá±á¬á¡áá¯ááºá¡áá±á¡ááœááº)
B. Sales closed (á¡áá±á¬ááºážááŒá®ážááŒá±á¬ááºááŸá¯)
â C. % of PM jobs completed on time (á¡áá»áááºáá®ááŒá®ážá á®ážáá±á¬ PM á¡áá¯ááºáá¬ááá¯ááºááŸá¯ááºáž)
D. Number of spare parts used (á¡áá¯á¶ážááŒá¯áá±á¬á¡ááá¯áá á¹á ááºážá¡áá±á¡ááœááº)Which system is used to record all PM activity? (PM áá¯ááºáááºážá¡á¬ážáá¯á¶ážááᯠááŸááºáááºážáááºááẠá¡áá¯á¶ážááŒá¯áá±á¬á áá áºááŸá¬)
A. Excel (á¡áááºá á²ááº)
B. WhatsApp (áá«áá¬á·)
â C. Odoo CRM (Odoo CRM)
D. Email (á¡á®ážáá±ážááº)What should SP2 do after resolving an escalated issue? (SP2 ááẠá¡ááá·áºááŒáŸáá·áºáááºáá¬ážáá±á¬ááŒá¿áá¬ááŒá±ááŸááºážááŒá®ážáá±á¬ááº)
A. Leave without reporting (á¡á á®áááºááá¶áá²ááœááºááœá¬ááŒááºáž)
B. Call Sales (áá±á¬ááºážá¡á¬ážá¡ááœá²á·áá±á«áºááŒááºáž)
â C. Close the job in Odoo with notes (Odoo ááœáẠááŸááºáá»ááºááŒáá·áºá¡áá¯ááºááŒá®ážááŒá±á¬ááºážá¡ááºááááºáá¯ááºááŒááºáž)
D. Remove client from list (áá±á¬ááºáááºá¡á¬ážá á¬áááºážááŸáá»ááºááŒááºáž)Who trains the SP1 team on technical tasks? (SP1 á¡ááœá²á·ááᯠáááºážááá¬áá¯ááºáááºážáá»á¬ážáááºááŒá¬ážáá±ážáá°ááŸá¬)
A. Sales (áá±á¬ááºážá¡á¬ážá¡ááœá²á·)
B. Procurement (áá á¹á ááºážáááºáá°áá±ážá¡ááœá²á·)
â C. SP2 (SP2)
D. Supervisor (ááŒá®ážááŒááºáá°)What happens when PMs are overdue? (PM áá»á¬ážá¡áá»áááºááœááºáá±áá«á)
A. Customer calls (áá±á¬ááºáááºááá¯ááºážáááºááŒááºáž)
â B. Odoo triggers alerts (Odoo ááŸááááá±ážáá»ááºáá±ážááá¯á·ááŒááºáž)
C. SP1 gets fined (SP1 á¡á¬ážáááºááŒá±ážáá±ážááŒááºáž)
D. They're skipped (áá»á±á¬áºááœá¬ážááŒááºáž)
*(Questions 11-20 continue in the same format...)*
ð 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 á¡ááœá²á·á á¡ááááá¬áááºááŸá¬)
A. Repair faulty machines (áá»ááºáá±áá±á¬á ááºááŒááºááŒááºáž)
B. Do complex diagnoses (ááŸá¯ááºááœá±ážáá±á¬á á áºáá±ážááŒááºáž)
â C. Perform routine checks and cleaning (áá¯á¶ááŸááºá á áºáá±ážááá·áºááŸááºážááŒááºáž)
D. Replace major parts (á¡áááá¡á áááºá¡ááá¯ááºážáá²ááŒááºáž)
2. SP2 teams are based in: (SP2 á¡ááœá²á·áá»á¬áž á¡ááŒá±á áá¯ááºáááºááŸá¬)
A. Remote townships (áá±ážáá¶áá±á¬ááŒáá¯á·áááºáá»á¬áž)
B. Individual hospitals (áá áºáá¯áááºážáá±á¬áá±ážáá¯á¶áá»á¬áž)
â C. Head office (centrally) (áá¯á¶ážáá»á¯áẠ(áááá¯))
D. Branch warehouses (áá¯ááºááá¯ááºááá¯áá±á«ááºáá»á¬áž)
3. A broken suction pump needing motor replacement should be handled by: (áá±á¬áºáá¬áá²ááẠááá¯á¡ááºáá±á¬ á á¯ááºáá¯á¶áá»ááºá á®ážáá«á)
A. SP1 (SP1)
â B. SP2 (SP2)
C. Sales team (áá±á¬ááºážá¡á¬ážá¡ááœá²á·)
D. Cleaning contractor (ááá·áºááŸááºážáá±ážáááºáááá¯ááº)
4. Which task is NOT a duty of SP1? (SP1 á áá¬ááẠ"ááá¯ááºáá±á¬" á¡áá¯ááºááŸá¬)
A. Cleaning (ááá·áºááŸááºážáá±áž)
B. Checking calibration (á ááºááŸáááŒááºážá á áºáá±ážááŸá¯)
â C. Diagnosing circuit failures (áá¬ážáá áºáá»ááºá á®ážááŸá¯ááŸá¬ááœá±ááŒááºáž)
D. Taking equipment photos (á ááºáá¬ááºáá¯á¶ááá¯ááºááŒááºáž)
5. What should SP1 do when unsure about an issue? (SP1 ááẠááŒá¿áá¬áá áºáá¯ááŸáá·áºáááºáááºá ááá±áá»á¬áá«á)
A. Leave the site (áá±áá¬ááŸááœááºááœá¬ááŒááºáž)
â B. Escalate to SP2 (SP2 ááá¯á·á¡ááá·áºááŒáŸáá·áºáááºááŒááºáž)
C. Try to repair it anyway (ááŒá áºáááá¯ááŒááºáááºááŒááºáž)
D. Skip logging it (ááŸááºáááºážááááºáá²áá¬ážááŒááºáž)
6. Which is a key KPI for SP1 performance? (SP1 á á¡ááá KPI ááŸá¬)
A. Number of escalated jobs (á¡ááá·áºááŒáŸáá·áºáááºáá¬ážáá±á¬á¡áá¯ááºá¡áá±á¡ááœááº)
B. Sales closed (á¡áá±á¬ááºážááŒá®ážááŒá±á¬ááºááŸá¯)
â C. % of PM jobs completed on time (á¡áá»áááºáá®ááŒá®ážá á®ážáá±á¬ PM á¡áá¯ááºáá¬ááá¯ááºááŸá¯ááºáž)
D. Number of spare parts used (á¡áá¯á¶ážááŒá¯áá±á¬á¡ááá¯áá á¹á ááºážá¡áá±á¡ááœááº)
7. Which system is used to record all PM activity? (PM áá¯ááºáááºážá¡á¬ážáá¯á¶ážááᯠááŸááºáááºážáááºááẠá¡áá¯á¶ážááŒá¯áá±á¬á áá áºááŸá¬)
A. Excel (á¡áááºá á²ááº)
B. WhatsApp (áá«áá¬á·)
â C. Odoo CRM (Odoo CRM)
D. Email (á¡á®ážáá±ážááº)
8. What should SP2 do after resolving an escalated issue? (SP2 ááẠá¡ááá·áºááŒáŸáá·áºáááºáá¬ážáá±á¬ááŒá¿áá¬ááŒá±ááŸááºážááŒá®ážáá±á¬ááº)
A. Leave without reporting (á¡á á®áááºááá¶áá²ááœááºááœá¬ááŒááºáž)
B. Call Sales (áá±á¬ááºážá¡á¬ážá¡ááœá²á·áá±á«áºááŒááºáž)
â C. Close the job in Odoo with notes (Odoo ááœáẠááŸááºáá»ááºááŒáá·áºá¡áá¯ááºááŒá®ážááŒá±á¬ááºážá¡ááºááááºáá¯ááºááŒááºáž)
D. Remove client from list (áá±á¬ááºáááºá¡á¬ážá á¬áááºážááŸáá»ááºááŒááºáž)
9. Who trains the SP1 team on technical tasks? (SP1 á¡ááœá²á·ááᯠáááºážááá¬áá¯ááºáááºážáá»á¬ážáááºááŒá¬ážáá±ážáá°ááŸá¬)
A. Sales (áá±á¬ááºážá¡á¬ážá¡ááœá²á·)
B. Procurement (áá á¹á ááºážáááºáá°áá±ážá¡ááœá²á·)
â C. SP2 (SP2)
D. Supervisor (ááŒá®ážááŒááºáá°)
10. What happens when PMs are overdue? (PM áá»á¬ážá¡áá»áááºááœááºáá±áá«á)
A. Customer calls (áá±á¬ááºáááºááá¯ááºážáááºááŒááºáž)
â B. Odoo triggers alerts (Odoo ááŸááááá±ážáá»ááºáá±ážááá¯á·ááŒááºáž)
C. SP1 gets fined (SP1 á¡á¬ážáááºááŒá±ážáá±ážááŒááºáž)
D. They're skipped (áá»á±á¬áºááœá¬ážááŒááºáž)
*(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:
- ð Review with Supervisor:
- Zones with frequent issues â Prioritize next week
- Customer feedback summary
- ð Report: % of machines with "green" (healthy) status
Monthly:
- ð 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
- ð Â Complex Repairs:Â Software bugs, mechanical failures
- ð Root Cause Reports: Document solutions in Odoo for knowledge base
Weekly:
- ð§Â Training:Â Coach Team 1 on common fixes
- ðšÂ Alert: Recurring high-severity issues â Flag for engineering team
Monthly:
- ð 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:
ð¹Â Prevention > Repair
ð¹Â Data â Better Decisions
ð¹Â Junior SEs Grow Skills
ð¹Â 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:
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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
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- Create Preventive Maintenance Requests Automatically:
- Use Maintenance Calendar to plan.
- Odoo can auto-generate requests using Scheduled Actions (see Automation below).
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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')
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- Frequency: Daily
- Optional: Trigger an email alert using Email Templates tied to the maintenance.request model.
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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
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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.
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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?
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ááœááºážáá¯ááºáááºážáááºáž (á) áá»áá¯áž ááœá±ážáá»ááºáááºáž áááºážááœáŸááº
(ááŒááºáá¬áá¬áá¬ááŒáá·áº - áááá áá¯ááŸá áºá¡ááœáẠá¡áá»ááºá¡áááºáá»á¬áž)
áá ááœááºážáá¯ááºáááºážáááºáž (á) áá»áá¯áž á¡áá»ááºážáá»á¯ááº
áááºážáááºáž |
ááá¯ááºážáá¬ááŸá¯ |
á¡ááá ááá¯á¡ááºáá»ááºáá»á¬áž |
ááŒá¬ááŒáá·áºáá»ááẠ|
áá¯ááºáá»á áááẠ|
á¡áá¯á¶ážáááºááá·áºá¡ááŒá±á¡áá± |
áá Hand-Carry |
áá®ááá¯áááẠ(Kg) |
áákg á¡á±á¬ááºá á¡áá±ážááŒá¬ážá $á,ááá á¡ááẠ|
á-á ááẠ|
áá±áá¬ááºáááºááŸáẠ+ $á á |
áá±ážáááºááá¯ááºáá¬áá á¹á ááºážáá»á¬ážá ááá°áá¬áá»á¬áž |
áá Border Trade |
CBM |
ááá¯ááºáž-ááŒááºáá¬áááºá áẠááœáá·áºááŒá¯á á¬áááºáž |
á -á ááẠ|
CBM áá áºáá¯áá»áŸáẠ$áá |
áá±á¬ááºáá¯ááºáá±ážáá á¹á ááºážáá»á¬ážá áá¯ááºááŒááºážáá»á¬áž |
áá Air (ááá¯ááºá ááº) |
Kg |
ááá¬ážáááºááœááºážáá¯ááºááá¯ááºá áẠ|
á-á ááẠ|
Kg áá áºáá¯áá»áŸáẠ$áá + á¡áá±á¬ááºááœáẠ|
á¡áááºá¡áááºá¡áá±ážááŒá¬ážáá á¹á ááºážáá»á¬áž |
áá Sea (ááá¯ááºá ááº) |
Container/CBM |
ááá¬ážáááºááœááºážáá¯ááºááá¯ááºá áẠ|
áá-áá ááẠ|
Container áá áºáá¯áá»áŸáẠ$á,ááá |
áá±ááŸááºááá¯á·áá±á¬ááºáááá·áº áá á¹á ááºážáá»á¬áž |
áá áá¯á¶ážááŒááºáá»ááºáá»ááŸááºáááºáž (Decision Tree)
Diagram
Code
Mermaid rendering failed.
áá áááºááœá±á·á¥ááá¬áá»á¬áž
á¥ááᬠá:
- áá á¹á ááºáž: áá¬ááºááœá²áááºážáá±ážáá«áž (áá kg, $á,á áá)
- á¡áá±ážááŒá¬ážááŸá¯: á¡áá±ážááŒá¬áž
- á¡ááŒá¶ááŒá¯áááºážáááºáž: Hand-Carry ($áá á)
á¥ááᬠá:
- áá á¹á ááºáž: áá¶áááááŒá¬áž (á áákg, á CBM, $á,ááá)
- á¡áá±ážááŒá¬ážááŸá¯: áá¡áá±ážááŒá¬áž
- á¡ááŒá¶ááŒá¯áááºážáááºáž: Border Trade ($ááá = á à $áá)
áá MCQ áá±ážááœááºážáá»á¬áž (áá áá¯)
á¡ááá¯ááºáž á - áááºážáááºážááœá±ážáá»ááºááŒááºáž
áá áákg ááŸááá±á¬ $á ,ááá áááºááá¯ážááŸá áá±ážáá á¹á ááºážá¡ááœáẠá¡áá±á¬ááºážáá¯á¶ážáááºážáááºážááŸá¬ -
a) Border Trade
b)Â Hand-Carry â
c) Sea
áá ááá¯ááºážáááºá ááºááŸáááá·áº ááá¯á·áá±á¬ááºááá¯ááºáá±á¬ á¡áá»á¬ážáá¯á¶ážáá¯áááºááŸá¬ -
a) á CBM
b)Â á CBM â
c) áá CBM
á¡ááá¯ááºáž á - áá¯ááºáá»á ááááºááœááºáá»ááºááŒááºáž
áá Air (ááá¯ááºá ááº) ááŒáá·áº áá kg ááá¯á·áá±á¬ááºáá«á áá¯ááºáá»ááá·áºá áááẠ-
a)Â $ááá â Â (áá Ã $áá)
b) $áá á
c) $ááá
áá Border Trade ááœáẠá CBM ááá¯á·áá±á¬ááºáá«á á áááẠ-
a) $áá
b)Â $ááá â Â (á Ã $áá)
c) $ááá
á¡ááá¯ááºáž á - á ááºážáá»ááºážá ááºážáááºáž
á á á¡á±á¬ááºáá«á¡áá»ááºáá»á¬ážáá²á០Hand-Carry á¡ááœáẠááŸááºáááºáá±á¬á¡áá»ááºááŸá¬ -
a) ááá¯ááºá ááºáááá¯á¡ááºáá« â
b) á ákg á¡áááºááŒá áºááááº
c) á áááºááŒá¬á០ááá¯á¡ááºáá«á
á á á¡áá¯á¶ážáááºáá±á¬ Tool áá»á¬áž
á. áá¯ááºáá»á ááááºááœááºá áẠ(Excel)
- á¡áá±ážáá»áááº/CBM ááá·áºáá«á á¡ááá¯á¡áá»á±á¬ááºááœááºáá»ááºáá±ážáááº
á. HS Code ááŸá¬ááœá±áááº
- [Myanmar Customs Website Link]
á. ááá¯ááºá ááºáá»áŸá±á¬ááºáá¬ážááẠááá°áá¬áá¯á¶á á¶
áááºáááºážáá¡á¬ážáá¬áá»ááºáá»á¬áž
â ááŒááºáá¬áá¬áá¬ááŒáá·áº á¡ááŒáá·áºá¡á á¯á¶
â áááºááœá±á·á¡áá¯á¶ážáá»ááá¯ááºáá±á¬ á¥ááá¬áá»á¬áž
â ááááááá¯ááºááá¯áẠáá±á·áá»áá·áºááá¯ááºáá±á¬ MCQ áá»á¬áž
[PDF ááá¯ááºáá±á«ááºážáá¯ááºááá°áááº] ááŸáá·áº [Excel ááœááºá áẠááá°áááº] ááá¯ááºáá»á¬áž ááá·áºááœááºážáá¬ážáá«áááºá
(á¡áá±ážá áááºáá±ážááŒááºážááá¯áá«á logistics@company.com ááá¯á· áááºááœááºáá«)
now just give me the MCQ's 10-20 per heading- amoung 4 modes and also FAQ's in myanmar
ááœááºážáá¯ááºáááºážáááºáž (á) áá»áá¯áž á¡ááá¯áẠMCQ áá±ážááœááºážáá»á¬áž
(áá±ážááœááºáž áá-áá á á®ááŸáá·áº FAQ áá»á¬áž)
áá Hand-Carry (Kg) - MCQ (10 Questions)
- Hand-Carry
ááŒáá·áºááá¯á·áá±á¬ááºááá¯ááºáá±á¬ á¡áá»á¬ážáá¯á¶ážá¡áá±ážáá»áááºááŸá¬
-
a) 10kg
b)Â 20kg â
c) 50kg - Hand-Carry
á¡ááœáẠááŸááºáááºáá±á¬á¡áá»ááºááŸá¬ -
a) ááá¯ááºá ááºáááá¯á¡ááºáá« â
b) 3 CBM á¡ááááá¯á·ááá¯ááºáááº
c) á¡áá¹ááá¬ááºááŸááá á¹á ááºážáá»á¬ážá¡ááœááºááá·áºáá±á¬áºááẠ- $4,000
áááºááá¯ážááŸááá±á¬ 15kg áá
á¹á
ááºážá¡ááœáẠá¡áá±á¬ááºážáá¯á¶ážáááºážáááºážááŸá¬ -
a)Â Hand-Carry â
b) Border Trade
c) Sea
(áá±ážááœááºáž 10 áá¯ááŒáá·áºá¡á±á¬áẠá¡áá¬ážáá°áááºáá¯ááºáá«)
áá Border Trade (CBM) - MCQ (10 Questions)
- ááá¯ááºážáááºá
ááºááŸáááá·áº ááá¯á·áá±á¬ááºááá¯ááºáá±á¬
á¡áá»á¬ážáá¯á¶ážáá¯áááºááŸá¬ -
a)Â 5 CBM â
b) 10 CBM
c) 1 CBM - Border
Trade ááœáẠáááá¯á·áá±á¬ááºááá¯ááºáá±á¬áá
á¹á
ááºážááŸá¬ -
a) áá¶áááááŒá¬áž
b) áá¬ááºáá°áá á¹á ááºáž (Dangerous Goods) â
c) áá áºáá¬áž - 3
CBM áá
á¹á
ááºážá¡ááœáẠBorder Trade áá¯ááºáá»á
ááááºááŸá¬ -
a) $80
b)Â $240 â (3Ã$80)
c) $300
(áá±ážááœááºáž 10 áá¯ááŒáá·áºá¡á±á¬áẠá¡áá¬ážáá°áááºáá¯ááºáá«)
áá Air Import (ááá¯ááºá ááº) - MCQ (10 Questions)
- Air
(ááá¯ááºá
ááº) ááŒáá·áº ááá¯á·áá±á¬ááºááá¯ááºáá±á¬
á¡áá»á¬ážáá¯á¶ážá¡áá±ážáá»áááºááŸá¬ -
a) 50kg
b)Â 100kg â
c) 200kg - Air
(ááá¯ááºá
ááº) áá»áŸá±á¬ááºáá¬ážáááº
ááá¯á¡ááºáá±á¬á
á¬ááœááºá
á¬áááºážááŸá¬ -
a) ááœááºážáá¯ááºááá¯ááºá áẠâ
b) ááá¯ááºáá¶áá°ážáááºááŸááº
c) áá¯ááºáááºááá¯ááºá áẠ- 30kg
áá
á¹á
ááºážá¡ááœáẠAir Freight áá¯ááºáá»á
ááááºááŸá¬ -
a)Â $360 â (30Ã$12)
b) $240
c) $500
(áá±ážááœááºáž 10 áá¯ááŒáá·áºá¡á±á¬áẠá¡áá¬ážáá°áááºáá¯ááºáá«)
áá Sea Import (ááá¯ááºá ááº) - MCQ (10 Questions)
- Sea
(ááá¯ááºá
ááº) ááŒáá·áº ááá¯á·áá±á¬ááºáááº
á¡áááºážáá¯á¶ážááŒá¬ááŒáá·áºáá»áááºááŸá¬ -
a) 5 áááº
b) 20 ááẠâ
c) 10 ááẠ- Container
1 áá¯áá¯á¶ážááŸá¬ážáá«á áá¯ááºáá»á
ááááºááŸá¬ -
a) $800
b)Â $1,200 â
c) $2,000 - Sea
Import á¡ááœáẠááŸááºáááºáá±á¬á¡áá»ááºááŸá¬ -
a) ááá¯ááºá ááºááá¯á¡ááºááẠâ
b) 1 CBM á¡á±á¬ááºáá¬ááá¯á·ááá¯ááºáááº
c) 3 áááºá¡ááœááºážáá±á¬ááºááŸáááá¯ááºáááº
(áá±ážááœááºáž 10 áá¯ááŒáá·áºá¡á±á¬áẠá¡áá¬ážáá°áááºáá¯ááºáá«)
FAQ (áááŒá¬áááá±ážáá±á·ááŸááá±á¬áá±ážááœááºážáá»á¬áž)
Q1: Hand-Carry ááŒáá·áº áááºááá¯áá á¹á ááºážáá»áá¯ážááá¯á·ááá·áºááá²?
A: á¡áá±ážááŒá¬áž + 20kg á¡á±á¬áẠ+ $3,000 á¡áááºÂ áá á¹á ááºážáá»á¬áž (á¥ááᬠ- áá±ážáá«ážá á¡á®áááºáááœááºážáá áºáá á¹á ááºáž)
Q2: Border Trade á¡ááœáẠáá¬á á¬ááœááºá á¬áááºážááœá±ááá¯á¡ááºááá²?
A: ááá¯ááºážáááºá០á¡áááºáá±á¬ááºá á¬áááºáž + áá¯ááºá á¬áááºážÂ (HS Code ááŸáá·áºááá¯ááºáá®ááááº)
Q3: Air (ááá¯ááºá ááº) á¡ááœáẠááá¯ááºá ááºáááºááá¯áá»áŸá±á¬ááºááá²?
A: ááŒááºáá¬áá¯ááºáááºáá»á¬ážá¡áááºážááŸáááá·áºÂ áá»áŸá±á¬ááºáá¬ážáááẠ(áá»ááºážáá»áŸ á áááºááŒá¬áááº)
Q4: Sea Import ááœáẠá¡áá±á¬ááºááœááºáááºááá¯ááœááºááá²?
A: CIF Value á 5-10% (áá á¹á ááºážá¡áá»áá¯ážá¡á á¬ážáá±á«áºáá°áááºáááº)
Q5: áá á¹á ááºážáá»á±á¬ááºáá¯á¶ážáá«á áááºááá¯áá¯ááºááá·áºááá²?
A: ááá¯á·áá±á¬ááºáá°áá¯áá¹ááá®ááŸáá·áºáá»ááºáá»ááºážáááºááœááºÂ + á¡á¬ááá¶áá»áŸá±á¬ááºáá¬ážáá«
á¡áááºááŒá±á áœá¬ááœá±ážáá»ááºááá¯ááºáá«á á±!
ð âWealth passes through 3 generations:
The first builds it.
The second grows it.
The third destroys it.â
(Global family business proverb)
ð¯ 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
ð 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
UNOPS Ethics Training is about:
Promotes ethical behavior in procurement and supplier relations under UNOPS standards.
Explains prohibited practices like fraud, bribery, collusion, and conflicts of interest.
Covers sustainability, human rights, and labor compliance in supply chains.
Emphasizes transparency and fair competition in bidding and contracting.
Provides reporting mechanisms and whistleblower protections for misconduct.
--------------------------------------------------------------
1- Registration Link ( e-learning )-Â https://www.unops.org/business-opportunities/supplier-resource-centre
   Google Doc- https://docs.google.com/forms/d/e/1FAIpQLSfuquOzTIJ1FZiRQFgGM_j8FA_dHlhzPca8tDRED7Ff6MY7sw/viewform

ááœá±ááŒá±ážááá«áá»ááŸá¯ááá¯ááºáá»ááºáá±ážáá°áá«á (AML Policy)
(Unicode Myanmar Font - Fully Compliant)
1. á¡ááŒá±áá¶áá°áá»á¬áž (Core Principles)
áá±á¬ááºáááºá áá á áºááŒááºáž (Customer Due Diligence - CDD)
ááŸááºáá¯á¶áááºá á¬ááœááºá á¬áááºážáá»á¬áž á áá á áºááŒááºáž
áá¯ááºáááºážá¡áá»áá¯ážá¡á á¬ážááŸáá·áº ááœá±ááŒá±ážá á®ážáááºážááŸá¯áá»á¬ážá¡á¬áž á á±á¬áá·áºááŒáá·áºááŒááºáž
áá¶ááááŒá áºááœááºá¡ááŸá¯áá»á¬áž ááááºážááá¯á·ááŒááºáž (Suspicious Activity Reporting - SAR)
áá¯á¶ááŸááºááá¯ááºáá±á¬ ááœá±ááœáŸá²ááŒá±á¬ááºážááŸá¯áá»á¬ážááᯠFIU ááá¯á· á¡ááŒá±á¬ááºážááŒá¬ážáááº
2. ááá¯ááºáá¬áááá·áºá¥ááá±áá»á¬áž (Compliance Requirements)
â ááœá±ááŒá±ážááá«áá»ááŸá¯ááá¯ááºáá»ááºáá±ážá¥ááá± (AML Law 2014)
â á¡ááŒááºááŒááºááá¯ááºáá¬ááœá±ááŒá±ážááá¯ááºáá¬áááºááœááºááŸá¯á¡ááœá²á· (FATF) á á¶ááŸá¯ááºážáá»á¬áž
3. áááºáááºážáá»á¬ážá¡ááœáẠáááºážááœáŸááºáá»ááºáá»á¬áž (Staff Guidelines)
áá±á¬ááºáááºá¡áá»ááºá¡áááºáá»á¬áž á áá áºááá» ááŸááºáááºážáááºáá¬ážáááº
áá»á°ážááœááºáá°áá»á¬ážá¡á¬ážÂ ááá¹áá¬áá±ážááá¯ááºáá¬ááŒá áºááŸá¯ááá¯ááºáá¬á¡ááœá²á· (FIU) ááá¯á· á¡áá»áááºááŸáá·áºáá áºááŒá±ážáá® á¡ááŒá±á¬ááºážááŒá¬ážáááº
4. ááŒá áºáááºáá»á¬áž (Penalties)
â  á¥ááá±áá»áá¯ážáá±á¬ááºáá«á
ááœá±ááŒá±ážáááºáá»ááŸááºááŒááºáž (áá»ááºááááºáž á áá á¡áá)
áá¯ááºáááºážááá¯ááºá ááºáá¯ááºááááºážááŒááºáž
Key Terms in Myanmar
English | Myanmar (Unicode) |
---|---|
Money Laundering | ááœá±ááŒá±ážááá«áá»ááŸá¯ |
Beneficial Owner | á¡áá»áá¯ážáá¶á á¬ážááœáá·áºááŸááá° |
Politically Exposed Person (PEP) | ááá¯ááºáá¶áá±ážá¡ááááºááŸá¬ážáá° |
Transaction Monitoring | ááœá±ááœáŸá²ááŒá±á¬ááºážááŸá¯á á±á¬áá·áºááŒáá·áºááŒááºáž |
AML Compliance Checklist (Myanmar Version)
áá±á¬ááºáááºá áá á áºááŒááºáž (KYC) á á¬ááœááºáá»á¬áž ááŒáá·áºá á¯á¶á áœá¬ááŒáá·áºáá«
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4 tax- that we are commonly - used.
1- ID- Import (Custom) Duty- 0-5% ( 20%)
2- CT- Commercial Tax - 0-5%
3- IT ( Income Tax) - 22%
4- 2% Adv Tax
Key Taxes in Myanmar (2025)
Tax Type | Standard Rate (%) | Applicable Items / Notes | |
---|---|---|---|
1 | Customs Duty (CD) | 0% â 40% (common: 1â5%) | Applied on imported goods. Varies by HS Code. Medical equipment often 0â2%, OA 5%, others 3â5%. |
2 | Commercial Tax (CT) | 5% (Standard) / 0% (Exempt) | Most goods and services. Medical devices, pharma raw materials are exempt; OA/Engineering taxed. |
3 | Specific Goods Tax (SGT) | 5% â 120% | Alcohol, tobacco, luxury cars, petroleum products; not applicable to medical or OA items. |
4.1 | Income Tax (Corporate) | 25% | On company profits; separate from import duties and CT. |
4.2 | Personal Income Tax (PIT) | 0% â 25% (slab) | On individual earnings; unrelated to imported goods. |
5 | Withholding Tax (WHT) | 2.5% â 10% | On certain payments: services, interest, royalties (domestic/foreign). |
6 | Stamp Duty | 0.5% â 3% | Legal documents (contracts, share transfers). |
7 | Special Commodity Tax (Oil/Gas) | 5% â 20% | Natural resources (e.g., crude oil, natural gas). |
Medical Equipment
Customs Duty (CD): 0â2% (Diagnostic, Surgical, ICU equipment â often exempt or minimal duty).
Commercial Tax (CT): 0% (Exempt if FDA-registered and in CT Exception List).
Office Automation (OA)
Customs Duty (CD): 5% (copiers, printers, toners, drums).
Commercial Tax (CT): 5% (no exemption).
Engineering Equipment
Customs Duty (CD): 3â5% (tools, GPS, marine/aviation equipment).
Commercial Tax (CT): 5% (no exemption).
Special Notes
FDA Registration is crucial: only FDA-approved medical items qualify for CT exemption.
Non-medical accessories (e.g., UPS, furniture) are taxable even if used in hospitals.
Exemptions must be applied per shipment: no blanket exemption.
ChatGPT said:
Hereâs a summary table categorizing your imported items and their estimated tax treatment in Myanmar based on the CT Tax Exception data and the items in your file:
Category | 1- Import Duty % (Estimated) | Commercial Tax % (Estimated) |
---|---|---|
Office Automation (OA) | 5% | 5% |
Medical (MED) | 0â2% | 0% (Mostly exempt) |
Engineering (ENG) | 3â5% | 5% |
Key Notes
Medical Equipment: Most are CT-exempt (0%) and low duty (0â2%) if FDA-registered.
Office Automation (OA): Treated as general goods â full duty (5%) and CT (5%).
Engineering Equipment: Not medical; duty varies (3â5%) and CT generally 5%.
Next Step: We can cross-check your actual item list (from Tax.xlsx) to identify which âYâ (tax collected) items could have been exempt and quantify possible overpayment.
Do you want me to generate a detailed Excel file showing:
Each itemâs category (OA, MED, ENG)
Current CT status (Collected/Exempt)
Suggested correction (e.g., eligible for exemption)?
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2. á¡á á¬á¡áááºá¡ááœáẠá¡á á¬ážá¡áá±á¬ááºá¡áá»áá¯ážá¡á á¬ážáá»á¬áž
- Fish meal, Poultry feed, Cattle feed, Soybean meal, Corn meal, Sesame cake meal á áááº
3. áá±ážáá«ážááŸáá·áº áá±ážáááºáááºáá á¹á ááºážáá»á¬áž
- Vitamins, Antibiotics, Hormones, Vaccines, Painkillers, Antiseptics, Antifungals, Antivirals, Injectable drugs á áááº
4. áá±ážáá«ážáá¯ááºáááºážá¡ááœáẠRaw Materials
- Active Pharmaceutical Ingredients (API), Excipients, Chemical compounds, Organic acids, Alcohols, Preservatives, Binders, Fillers
5. Medical Equipments
- Surgical instruments, Diagnostic tools, ICU equipment, PPE, Thermometers, Ventilators, Oxygen cylinders, Laboratory analyzers
6. Packaging Materials
- Ampoules, Vials, Tubes, Bottles, Foils, Rubber stoppers, Plastic containers
7. Laboratory Chemicals
- Acids, Bases, Solvents, Indicators, Reagents, Filter papers, Membranes, Glassware
8. Detergent & Soap Raw Materials
- Surfactants, Sodium compounds, Fragrances, Whitening agents, Enzymes
9. Livestock & Poultry Equipment
- Feeders, Drinkers, Milking machines, Incubators, Egg graders, Haying tools
10. EV (Electric Vehicle) Components
- Battery packs, Motors, Charging modules, Inverters, Connectors, Cooling systems
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ð CT_Tax_Exception_Data.xlsx
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(1) copier, printer, toner, drum
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áá á¹á ááºáž |
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ICU Bed |
âïž ááŸá (CT Tax Exception Data ááœááºáá«áááºáááº) |
Patient Monitor |
âïž ááŸá |
Meditest Glucometer |
âïž ááŸá (Glucometer áá»á¬ážááẠDiagnostic Equipment á¡ááŒá áºáá«áááºáááº) |
X-Y Translator (for OMS90/110) |
âïž ááŸáááá¯áẠ(Surgical/Diagnostic Equipment á¡ááŒá áº) |
ááœá²á áááºáááºážáá¯á¶ážáá«áž |
âïž ááŸá (Surgical Tools á¡ááŒá ẠCT Tax Exception Data ááœááºáá«áááºáááº) |
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áá á¹á ááºáž |
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Tripod Aluminum |
â áááŸá (General Equipment á¡ááŒá áº) |
GPS Outdoor |
â áááŸá (Electronic Device á¡ááŒá áº) |
Prism Set |
â áááŸá (Survey Tool á¡ááŒá áº) |
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(1) Cuvette, Reaction, for BS-230 (2) cable, ECG, 3-Leads, 12Pin, 3.6m, Adu/Ped, IEC, Clip (3) Table Top, for Eye Instrument Tables (4)Under-pad, Incontinence, MoliNea Plus 60x90, price/pc (5) Stand, Rolling, VS-600/900 (6)Monitor, Vital Sign, 5.7" Colour Screen, VS-600 (7) Holder, 3 Channel, recorder (H100) (8)UPS, 1250va, Green Tech (9)Bulb, 12v, 20w, for BS-120/180/200/240/380/400, w/cable (10) Breathing Circuit,Adult , Reusable (11) Leg Support, Light, Pair, Lithotomy Positioning, for OT Tables, w/rad clamp, 0092-30-102647 Stand, Rolling, VS-600/900 (12)vaporizer (Key-fill), Sevoflurance, Mindray V60 (13) Ortho Extension device, Comfort Version for OT Table Hybase V8
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â  á¡ááœááºáááºážááœááºááá¯ááºáá±á¬áá á¹á ááºážáá»á¬áž
Medical Equipment á¡áá»áá¯ážá¡á á¬ážÂ á¡ááŒá áºáááºááŸááºááá¯ááºáá±á¬á¡áá¬áá»á¬ážáááºÂ CT Tax Exception Data ááŸáá·áºÂ Myanmar Customs Portal á¡á á¡ááœááºáááºážááœááºááá¯ááºáá«áááºâ
áá á¹á ááºáž |
á¡ááœááºáááºážááœááºááŸá¯ |
ááŸááºáá»áẠ|
Cuvette, Reaction, for BS-230 |
âïž |
Diagnostic Lab Equipment á¡ááŒá Ạ|
ECG Cable, 3-Leads |
âïž |
Patient Monitoring Accessory |
Vital Sign Monitor, VS-600 |
âïž |
CT Tax Exception Data ááœááºáá«áááºááẠ|
Breathing Circuit, Adult |
âïž |
ICU/Anesthesia Equipment á¡ááŒá Ạ|
Vaporizer (Sevoflurane), Mindray V60 |
âïž |
Anesthesia Equipment |
Ortho Extension Device for OT Table |
âïž |
Surgical Accessory |
Leg Support, Lithotomy Positioning |
âïž |
OT Table Accessory |
Surgical Bulb (12v, 20w) |
âïž |
Surgical Light Accessory |
Holder, 3 Channel Recorder (H100) |
âïž |
Diagnostic Accessory |
Rolling Stand for VS-600/900 |
âïž |
Monitor Accessory |
â á¡ááœááºáááºážááœááºáááŸáááá¯ááºáá±á¬áá á¹á ááºážáá»á¬áž
áá á¹á ááºáž |
á¡ááœááºáááºážááœááºááŸá¯ |
ááŸááºáá»áẠ|
Table Top for Eye Instrument |
â |
General Furniture á¡ááŒá Ạ|
Under-pad, Incontinence (MoliNea Plus) |
â |
Personal Care Product |
UPS, 1250VA, Green Tech |
â |
Electrical Equipment (Not Medical-specific) |
ð á¡áá±á¬ááºá¡áá¬ážáá»á¬áž
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- Myanmar National Trade Portal ááœááºÂ HS Code á¡ááá¯ááºÂ á¡ááœááºááŸá¯ááºážáá»á¬ážááᯠááŸá¬ááœá±ááá¯ááºáá«áááºÂ
- Medical Device Law áááºÂ á¡ááá·áºááá·áºááŒááºáááºáá±áá²Â ááŒá áºááŒá®áž á¡áá»áá¯á·áá á¹á ááºážáá»á¬ážá¡ááœááºÂ á¡áá°ážááœáá·áºááŒá¯áá»ááºÂ ááá¯á¡ááºááá¯ááºáá«áááºÂ
(1) Cuvette, Reaction, for BS-230 (2) cable, ECG, 3-Leads, 12Pin, 3.6m, Adu/Ped, IEC, Clip (3) Table Top, for Eye Instrument Tables (4)Under-pad, Incontinence, MoliNea Plus 60x90, price/pc (5) Stand, Rolling, VS-600/900 (6)Monitor, Vital Sign, 5.7" Colour Screen, VS-600 (7) Holder, 3 Channel, recorder (H100) (8)UPS, 1250va, Green Tech (9)Bulb, 12v, 20w, for BS-120/180/200/240/380/400, w/cable (10) Breathing Circuit,Adult , Reusable (11) Leg Support, Light, Pair, Lithotomy Positioning, for OT Tables, w/rad clamp, 0092-30-102647 Stand, Rolling, VS-600/900 (12)vaporizer (Key-fill), Sevoflurance, Mindray V60 (13) Ortho Extension device, Comfort Version for OT Table Hybase V8 á¡á²á·áá«á±ááœá ááŒááºáá¬ááá¯ááºáá¶á¡ááœááºáá¯á¶ážááŸá¬ áá¯ááºááœááºáá¯ááºáááºážááœáẠáááºážááœááºáááœááºáááá»ááºááá¯á·áá«
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â  á¡ááœááºáááºážááœááºááŸá¯ááŸááá±á¬áá á¹á ááºážáá»á¬áž
CT Tax Exception Data ááœáẠMedical Equipment á¡ááŒá áºáá«áááºáá±á¬ááŒá±á¬áá·áº á¡ááœááºáááºážááœááºááá¯ááºáá«áááºâ
áá á¹á ááºáž |
á¡ááœááºáááºážááœááºááŸá¯ |
ááŸááºáá»áẠ|
Cuvette, Reaction, for BS-230 |
âïž |
Diagnostic Equipment á¡ááŒá Ạ|
ECG Cable, 3-Leads |
âïž |
Patient Monitoring Accessory |
Stand, Rolling, VS-600/900 |
âïž |
Monitor Accessory |
Monitor, Vital Sign, VS-600 |
âïž |
CT Tax Exception Data ááœááºáá«áááºááẠ|
Holder, 3 Channel, recorder (H100) |
âïž |
Diagnostic Accessory |
Bulb, 12v, 20w, for BS Series |
âïž |
Surgical Light Accessory |
Breathing Circuit, Adult, Reusable |
âïž |
ICU/Anesthesia Equipment |
Leg Support, Lithotomy Positioning |
âïž |
OT Table Accessory |
Vaporizer (Sevoflurane), Mindray V60 |
âïž |
Anesthesia Equipment |
Ortho Extension device for OT Table |
âïž |
Surgical Accessory |
â á¡ááœááºáááºážááœááºááŸá¯áááŸááá±á¬áá á¹á ááºážáá»á¬áž
áá á¹á ááºáž |
á¡ááœááºáááºážááœááºááŸá¯ |
ááŸááºáá»áẠ|
Table Top for Eye Instrument Tables |
â |
General Furniture á¡ááŒá Ạ|
Under-pad, Incontinence (MoliNea Plus) |
â |
Personal Care Product |
UPS, 1250VA, Green Tech |
â |
Electrical Equipment (Not Medical-specific) |
ð á¡áá±á¬ááºá¡áá¬áž
- CT Tax Exception Data 1.pdf ááœááºÂ ICU Bed, Vital Sign Monitor, Surgical Tools, Diagnostic Accessories á áááºááŒáá·áº á¡ááœááºáááºážááœááºáá á¹á ááºážáá»á¬ážá á¬áááºážáá«áááºáááºá
- UPS, Table Top, Incontinence Pad á áááºááŒáá·áºÂ Medical Equipment á¡ááŒá áºááááºááŸááºááá¯ááºáá±á¬áá á¹á ááºážáá»á¬ážÂ á¡ááœáẠá¡ááœááºáá±ážáá±á¬ááºáááºááá¯á¡ááºááá¯ááºáá«áááºá
áááºááá¯á¡ááºáá»áŸáẠá€á á¬áááºážááᯠExcel ááá¯ááºá¡ááŒá áºááŒá±á¬ááºážáá±ážááá¯ááºáá«áááºá áááºáá¶á á áºáá±ážááá¯áá±á¬áá á¹á ááºážáá»á¬ážááŸááá«ááá¬áž?
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ááŒááºáá¬ááá¯ááºáá¶á¡ááœááºá¥ááá±á¡á Medical Equipment Accessories áá»á¬ážá¡ááœááºÂ áá¯ááºááœááºáá¯ááºáááºážááœááºáááºážááœááºááŸá¯Â áááºááá¯ááºáá¬á¡áá»ááºá¡áááºáá»á¬ážááᯠCT Tax Exception Data ááŸáá·áº ááŒááºáá¬ááá¯ááºáá¶á¡ááœááºáŠážá á®ážáá¬áá ááŒá±áá¬áá»ááºáá»á¬ážá¡á á¡á±á¬ááºáá«á¡ááá¯ááºážáá±á¬áºááŒááá¯ááºáá«áááºâ
â  áá¯ááºááœááºááœááºáááºážááœááºááá¯ááºáá±á¬ Accessories áá»á¬áž
CT Tax Exception Data 1.pdf ááœáẠá¡á±á¬ááºáá«Â Medical Equipment Accessories áá»á¬ážáá«áááºááŒá®ážÂ áá¯ááºááœááºááœááºáááºážááœááºááá¯ááºáá«áááºâ
Accessories |
á¡ááœááºáááºážááœááºááŸá¯ |
ááŸááºáá»áẠ|
ECG Cable |
âïž |
Diagnostic Accessory |
Vital Sign Monitor Stand |
âïž |
ICU Monitor Accessory |
Recorder Holder |
âïž |
Diagnostic Equipment |
Breathing Circuit |
âïž |
ICU/Anesthesia Accessory |
Surgical Bulb |
âïž |
Surgical Light Accessory |
Leg Support for OT Table |
âïž |
OT Table Accessory |
Vaporizer (Sevoflurane) |
âïž |
Anesthesia Accessory |
Ortho Extension Device |
âïž |
Surgical Accessory |
â á¡ááœááºáááºážááœááºáááŸáááá¯ááºáá±á¬ Accessories áá»á¬áž
á¡áá»áá¯á·áá á¹á ááºážáá»á¬ážáááºÂ Medical Equipment Accessories á¡ááŒá áºáááºááŸááºááá¯ááºáá±á¬áºáááºáž CT Tax Exception Data ááœááºááá«áááºáá±á¬ááŒá±á¬áá·áºÂ á¡ááœááºáá±ážáá±á¬ááºáááºááá¯á¡ááºááá¯ááºáá«áááºâ
Accessories |
á¡ááœááºáááºážááœááºááŸá¯ |
ááŸááºáá»áẠ|
UPS (Uninterruptible Power Supply) |
â |
General Electrical Equipment |
Table Top for Eye Instruments |
â |
General Furniture |
Incontinence Under-pad |
â |
Personal Care Item |
ð á¡áá±á¬ááºá¡áá¬áž
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 ááŸáá·áº CT Tax Exception Data ááœááºÂ Medical Equipment Accessories áá»á¬ážá¡ááœáẠá¡ááœááºáááºážááœááºááŸá¯á¡áááºááŒá¯áá¬ážáááºá
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Tax.xlsx attached is the file- where we are paying some unnecessary Comm Tax- pl check and comment.
Pl give summary
Thanks for sharing the file. Here's a summary and initial analysis of the "Tax.xlsx" document:
ð Summary of the File
The spreadsheet is a comprehensive FDA registration list of medical equipment and accessories imported or distributed by Concordia International Company Ltd. It includes:
- Item Codes & Names
- FDA Registration Numbers
- Start & End Dates of Registration
- Company Name
- Year of Registration
- Status (New / Renew / Amend)
- Comm Tax Status (Y/N)
ð Key Observations
- Comm Tax Column:
- The column labeled âStatusâ with values Y or N appears to indicate whether Commercial Tax (Comm Tax) is applied.
- Items marked âYâ are likely subject to Comm Tax, while âNâ indicates tax exemption.
- Potential Overpayment:
- You mentioned unnecessary Comm Tax payments. Based on the file, there are many items marked âYâ that may qualify for medical exemption under Myanmarâs tax laws.
- These include diagnostic kits, analyzers, reagents, and accessories that are typically exempt if used for medical purposes.
- Examples of Possibly Exempt Items with âYâ Status:
- Pulse Oximeter (PM60)
- Ultrasound Systems (DC60, DP50)
- Blood Glucose Monitoring System
- Various Diagnostic Kits (HbA1c, CRP, Albumin, etc.)
â Â Next Steps
Would you like me to:
- List all items marked âYâ and highlight those that may be eligible for Comm Tax exemption?
- Generate a report or Excel file showing potentially overpaid items?
- Draft a letter or email to the FDA or Customs Department for clarification or refund?
Let me know how you'd like to proceed.
second sheet Items are exemption or CT collect . Please comment & summary
Here's the summary and analysis of the second sheet ("Tax % ") from your file:
ð Commercial Tax (CT) Classification Summary
Category |
Count |
â Total Items Reviewed |
9,217 |
â Items Subject to CT |
8,620 |
â Items Exempt (FDA Approved) |
0 |
â ïžÂ Observation: None of the items in this sheet are marked as FDA-exempt from Commercial Tax.
â Examples of Items Where CT Is Collected
These are marked with â5% Tax Collectâ and no exemption:
- GPS-Outdoor HH, Dakota 10Â â Garmin Out-Door, USA
- Aera 550 Pacific Standard Conf â Garmin Marine, USA
- GPS Map 62SCÂ â Garmin Out-Door, USA
- Marine Antenna GA-30Â â Garmin Marine, USA
- Montana 650t GPSÂ â Garmin Out-Door, USA
ð Comments
- The sheet appears to list general electronic and navigation equipment, not medical devices.
- Since no items are marked as FDA-exempt, it is likely that Commercial Tax is correctly applied in this context.
- If any of these items are used in medical applications, you may consider reapplying for exemption with supporting documentation.
Would you like me to:
- Export a filtered list of all CT-collected items?
- Help draft a letter to request exemption for specific items?
- Compare this list with the first sheet (FDA) to find overlaps?
Let me know how you'd like to proceed.
ááŒááºáá¬ááá¯ááºáá¶ááŸá¬ CT Exemption áááœááºáá²á· Medical Equipment á±ááœááá¯á±áá¬áºááŒá±áážáá«
á¡á±á¬ááºáá«á¡áá»ááºá¡áááºáá»á¬ážáááºÂ ááŒááºáá¬ááá¯ááºáá¶ááœáẠCommercial Tax (CT) áááºážááœááºááŸá¯áááŸááá±á¬ Medical Equipment áá á¹á ááºážáá»á¬ážÂ ááŒá áºáá«áááºâ
â CT Exemption áááŸááá±á¬ Medical Equipment áá»á¬áž
Total Items: 9,217
Exempted by FDA: 0
CT Collected: â All items listed below
ð á¥ááá¬áá»á¬áž
Item Description |
Manufacturer |
Duty |
CT Status |
GPS-Outdoor HH ,Dakota 10 |
Garmin USA |
CD 10%, CT 5% |
CT Collected |
Aera 550 Pacific Standard |
Garmin Marine |
CD 3%, CT 5% |
CT Collected |
GPS Map 62SC |
Garmin USA |
CD 10%, CT 5% |
CT Collected |
Marine Antenna GA-30 |
Garmin Marine |
CD 3%, CT 5% |
CT Collected |
Montana 650t GPS |
Garmin USA |
CD 10%, CT 5% |
CT Collected |
ð áááááŒá¯áááº
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ááá¯á¡ááºáá»áŸáẠCT áááœááºáá±á¬ Medical Items á á¬áááºážááᯠExcel ááá¯ááºá¡ááŒá Ạexport ááŒá¯áá¯ááºáá±ážááá¯ááºáá«áááºá áááºáá¶á á áºáá±ážááá¯áá±á¬áá á¹á ááºážáá»á¬ážááŸááá«ááá¬áž?
- GPS-Outdoor
HH ,Dakota 10
Aera 550 Pacific Standard
GPS Map 62SC
Marine Antenna GA-30
Montana 650t GPS
áá°ááá¯á·á Engineering áá¯á¶ážáá á¹á ááºážá±ááœá±á±á Medical Equipment ááá¯á· áááºá¡á±áá¬ááºá¡áá¬ážáá²á·á±áá¬áºááŒá±áážáá¬áá²
ááŒáá¬ážáááº
1
á
- Aera 550 áááºÂ Aviation Navigation System ááŒá áºááŒá®ážÂ aircraft pilots áá»á¬ážá¡ááœáẠá¡áá¯á¶ážááŒá¯áááºÂ
2
á
- Marine Antenna GA-30 áááºÂ marine GPS signal reception á¡ááœáẠá¡áá¯á¶ážááŒá¯áá±á¬Â engineering accessory ááŒá áºáááºá
â Medical Equipment ááá¯ááºáá±á¬á¡ááŒá±á¬ááºážááŒáá»ááº
- FDA Exemption áááŸááá«á
- Medical Diagnostic or Therapeutic Function áááŸááá«á
- Engineering Navigation Purpose á¡ááœááºáᬠá¡áá¯á¶ážááŒá¯áááºá
â  á¡ááŒá¶ááŒá¯áá»ááº
áááºá CT Exemption List ááœáẠá¡áááºáá«áá á¹á ááºážáá»á¬ážáá«áááºáá±áá«áá FDA Classification ááŒááºáááºá á áºáá±ážáááºááŸáá·áºÂ CT Refund ááá±á¬ááºážáá®Â á¡áá±á¬ááºá¡áá¬ážáá»á¬ážÂ ááŒááºáááºáá¬ážáááºááá¯á¡ááºáá«áááºá
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á¡ááœááºážáá° áá¯ááºááœááºááŸá¯ áá°áá«á (Insider Trading Policy)
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Trading Window áá¬áá¡ááœááºážáᬠáá¯ááºááœááºááœáá·áºááŸá
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Blackout Period | áá¯ááºááœááºááœáá·áºááááºáá¬á |
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MNPI ááŸááá«á Compliance Officer á¡á¬áž á¡ááŒá±á¬ááºážááŒá¬ážáá«
Trading Window áá¬áááá¯áᬠááá¯ááºáá¬áá«
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áááºááœááºáááº:
ð§Â compliance@yourcompany.com.mm
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Description for eLearning Module: Insider Trading Policy
This module outlines the company's Insider Trading Policy, which is designed to ensure that directors, officers, employees, and related persons understand their responsibilities when handling material non-public information.
You will learn:
What constitutes insider trading
Who is considered an insider
Trading restrictions and blackout periods
Prohibited activities (e.g., short selling, options trading)
The importance of avoiding speculation and acting with integrity
All employees are required to read and comply with this policy to protect themselves and the company from legal and reputational risks.
If you have any questions after reviewing the content, please contact the Compliance Officer before taking any action.
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Three complementary performance evaluation methods (KPI, AS, 360) is strong because it covers output, potential, and collaboration â a more holistic view than KPI alone. Hereâs a breakdown and suggestions for refinement:
Comments on Each Method
A1 â KPI (Against JD) = Output
- Strengths:
- Clear link to job responsibilities and measurable targets.
- Encourages accountability and goal alignment.
- Best for evaluating results and deliverables.
- Gaps:
- Doesnât capture behavioral traits or teamwork.
- Risk of ânumber chasingâ if not balanced with qualitative feedback.
Suggestion:
- Align KPIs with company OKRs to ensure relevance.
- Add weightage (e.g., 50%) to reflect its importance in total evaluation.
- Review quarterly, not just annually, to give feedback and adjust targets.
A2 â AS (Attitude & Amplitude Score) = Potential
- Strengths:
- Assesses soft skills, learning agility, and adaptability â crucial for growth.
- Identifies potential future leaders and training needs.
- Gaps:
- âInborn traitsâ must be measured carefully (avoid bias).
- Harder to quantify â needs structured behavioral assessment or psychometric tools.
Suggestion:
- Use standardized frameworks (e.g., Big 5 Personality Traits, Learning Agility Index) to ensure reliability.
- Combine self-assessment + manager observation + small case tests (problem-solving, adaptability scenarios).
- Assign moderate weightage (e.g., 25%) â reflects potential, not just current output.
A3 â 360 Score = Teamwork & Collaboration
- Strengths:
- Captures peer, subordinate, and supervisor perspectives.
- Reduces manager-only bias.
- Good indicator of interpersonal and leadership skills.
- Gaps:
- Risk of popularity bias or personal conflicts influencing scores.
- Requires confidentiality and clear instructions to work effectively.
Suggestion:
- Keep feedback anonymous but structured (scales + short comments).
- Focus on specific collaboration behaviors (communication, conflict resolution, supportiveness).
- Assign moderate weightage (e.g., 25%).
Recommended Combined Model
Component |
Weight |
Purpose |
KPI (Performance) |
50% |
Delivery of results against JD |
AS (Potential & Attitude) |
25% |
Learning agility, cultural fit, growth potential |
360 (Collaboration) |
25% |
Teamwork, leadership, and interpersonal impact |
Additional Suggestions
- Calibration: Use a calibration session with department heads to avoid score inflation/deflation.
- Continuous Feedback: Donât limit to annual review â have mid-year or quarterly mini-reviews.
- Tie to Rewards & Development:
- KPI â bonus/incentive.
- AS + 360 â training, promotions, succession planning.
- Digitization: Implement in Odoo Appraisal module or integrate with Power BI dashboards for transparency.
- Pilot First: Test with 1â2 departments before full rollout to refine scoring and weightage.
Â
Comprehensive scoring matrix combining KPI, AS, and 360 feedback into a single framework. Itâs designed to be balanced, transparent, and easily integrated into Excel or Odoo Appraisal Module.(Do you want me to design a scoring matrix (e.g., 1â5 scale with descriptors) for each of these three methods and combine them into a single evaluation sheet (Excel/Odoo-ready)?
Shall I suggest psychometric tools/questions for AS scoring (customizable to Myanmar context)?)
1. Scoring Structure & Weightage
- KPI (Performance vs JD) â 50%
- AS (Attitude & Amplitude) â 25%
- 360 Feedback (Teamwork) â 25%
Final Score = (KPI Score à 0.5) + (AS Score à 0.25) + (360 Score à 0.25)
2. KPI Scoring Matrix (50%)
Evaluates job-specific targets linked to OKRs.
Score |
Descriptor |
Performance Level |
5 |
Outstanding |
Exceeds all KPIs by >20% with exceptional quality |
4 |
Very Good |
Meets all KPIs and exceeds some by 10â20% |
3 |
Good (Meets Expectation) |
Achieves 90â100% of KPIs with acceptable quality |
2 |
Needs Improvement |
Achieves 70â89% of KPIs; inconsistent quality |
1 |
Poor |
Fails to meet 70% of KPIs; low quality/delivery issues |
3. AS (Attitude & Amplitude) Scoring Matrix (25%)
Evaluates soft skills, learning agility, and growth potential.
Dimension |
Indicators |
Score (1-5) |
Attitude |
Positivity, resilience, willingness to cooperate |
1â5 |
Learning Agility |
Ability to learn new skills, adapt to change |
1â5 |
Problem Solving |
Analytical thinking, initiative in handling challenges |
1â5 |
Work Ethics |
Reliability, discipline, integrity |
1â5 |
Formula: Average of 4 dimensions (convert to 25% weight).
4. 360 Feedback Scoring Matrix (25%)
Evaluates teamwork, leadership, and interpersonal effectiveness (peer, subordinate, and supervisor feedback).
Dimension |
Indicators |
Score (1-5) |
Team Collaboration |
Willingness to help, share knowledge, team synergy |
1â5 |
Communication |
Clarity, listening, conflict resolution |
1â5 |
Leadership/Influence |
Ability to inspire, mentor, motivate peers |
1â5 |
Reliability |
Trustworthiness, accountability in group tasks |
1â5 |
Formula: Average of 4 dimensions (convert to 25% weight).
5. Final Rating Scale
Weighted Score (out of 100):
Range |
Overall Rating |
Action |
85â100 |
Outstanding Performer |
Promotion-ready, high bonus |
70â84 |
Strong Performer |
Standard bonus, leadership training |
55â69 |
Meets Minimum Expectations |
Coaching/mentoring required |
40â54 |
Needs Improvement |
PIP (Performance Improvement Plan) |
< 40 |
Unsatisfactory |
Critical review, may lead to termination |
6. Implementation Notes
- Data Collection:
- KPI: From departmental reports or Odoo KPI module
- AS: Manager assessment + psychometric test
- 360: Anonymous surveys via Odoo Appraisal or Google Forms
- Review Frequency:
- KPI: Quarterly
- AS: Semi-annual (linked to development programs)
- 360: Annual (promotion, leadership reviews)
- Usage:
- Tie KPI score to bonus/incentives
- Tie AS + 360 score to training, promotion, succession planning
Do you want me to:
- Prepare this in Excel (with auto-calculation and conditional formatting)?
- Design Odoo-compatible evaluation forms (P1, P2, P3 tabs + summary)?
Include sample psychometric/behavioral questions for AS (customized to Myanmar culture)?
--------------------
Â
Whom
Below
is a recommended framework for applying KPI (P1), AS (P2), and 360
(P3) across different levels in your company:
Great question â not every appraisal method is equally relevant for every role/level. The goal is to match appraisal methods to role complexity, responsibility, and growth potential while keeping the system practical (avoid overloading frontline/junior roles with unnecessary evaluation layers).
1. Supervisory & Managerial Roles
Who?
- Supervisors
- Assistant Managers
- Managers (Sales, Service, Application, Finance, etc.)
Recommended Appraisals
- KPI (P1):
- Core â evaluate performance vs targets and departmental goals.
- AS (P2):
- Essential â measures leadership potential, adaptability, decision-making.
- 360 Feedback (P3):
- Strongly recommended â leadership impact and teamwork are critical at this level.
Why?
- These roles require both delivery (KPI) and people skills (360).
- AS helps identify future leaders and succession planning needs.
2. Professional Roles (Sales, Application, Service Staff)
Who?
- Junior/Field Sales Executives
- Application Specialists
- Service Engineers/Technicians
Recommended Appraisals
- KPI (P1):
- Primary â track sales targets, service turnaround, application deployment success.
- AS (P2):
- Useful â gauge customer handling attitude, learning agility, and growth readiness.
- 360 Feedback (P3):
- Optional (partial) â may be used for senior staff or team-based projects; not always necessary for every junior role unless teamwork is a critical success factor.
Why?
- Focus on individual performance (KPI), but also assess soft skills (AS) for customer-facing impact.
- 360 may be reserved for high-potential juniors aiming for leadership roles.
3. Operational & Support Roles
Who?
- Drivers
- Warehouse Staff
- Clerical/Admin Support
- Office Assistants
Recommended Appraisals
- KPI (P1):
- Focus on basic job output â punctuality, error rates, task completion.
- AS (P2):
- Light assessment â attitude, safety compliance, willingness to learn (important for cross-training).
- 360 Feedback (P3):
- Not necessary â minimal team leadership/interpersonal complexity at this level.
Why?
- Keep it simple and operational; avoid overburdening support staff with 360 reviews.
- Use supervisor feedback + KPI as main performance indicator.
4. Senior Executives (Head of Departments / C-Suite)
Who?
- CFO, CSO, COO, CMO, Senior Department Heads
Recommended Appraisals
- KPI (P1):
- Strategic goals aligned with company OKRs.
- AS (P2):
- Leadership vision, adaptability, strategic thinking.
- 360 Feedback (P3):
- Essential â includes peer review (C-suite), board input, and subordinate feedback.
Why?
- Performance impacts entire company â requires balanced view of results + leadership impact.
Summary Table â Appraisal Method by Level
Level / Role |
KPI (P1) |
AS (P2) |
360 Feedback (P3) |
Executives (C-Suite / HODs) |
Yes |
Yes |
Yes (Full) |
Managers / Asst. Managers |
Yes |
Yes |
Yes (Full) |
Supervisors |
Yes |
Yes |
Partial (Team only) |
Sales / Application / Service Staff |
Yes |
Yes |
Optional (only senior staff or team projects) |
Drivers / Warehouse / Admin |
Yes (basic) |
Light (attitude) |
No |
Implementation Tips
- Weightage by Role:
- Senior roles: KPI 40%, AS 30%, 360 30%
- Mid roles: KPI 50%, AS 30%, 360 20%
- Junior roles: KPI 70%, AS 30% (no 360)
- Frequency:
- Junior: Annual or Semi-Annual
- Mid/Senior: Quarterly KPI + Annual 360 + AS
- Simplification:
- Use short 360 forms (5â6 behavior questions) for mid-level; full 360 for senior.
- For drivers/support: combine KPI + short attitude checklist (e.g., punctuality, compliance).
Do you want me to:
- Prepare a detailed matrix (Excel) with role-based weightage, scoring, and calculation?
- Include example KPIs per department (Sales, Service, Drivers)?
- Draft a rollout plan (who appraises whom, timeline, and tools â Odoo vs manual)?
Â
------------------------------------------xxxxxxxxxxxxxxxxxxxx
KA3 Appraisal Framework â FAQ
1. Why does the company use KA3 instead of KPI-only?
KA3 combines output (KPI), potential (AS), and collaboration (360) for a holistic view. KPI alone doesnât measure soft skills or teamwork.
2. Is 360 Feedback mandatory for all employees?
No. 360 is applied mainly to supervisory, managerial, and executive levels. For junior/support staff, KPI and AS are sufficient.
3. How often will appraisals be done?
KPI: Quarterly or semi-annual, depending on role.
AS: Annual (with mid-year check-ins).
360: Annual (leadership and teamwork review).
4. Are all three methods weighted equally?
No. Default weight: KPI 50%, AS 25%, 360 25%. This can adjust by role (e.g., junior roles use KPI 70%, AS 30%).
5. What if an employee disagrees with their appraisal?
Employees can request a review session with HR and their supervisor. Calibration sessions help ensure fairness across departments.
6. Does AS involve psychometric tests?
Yes. AS combines behavioral observation (manager), short tests (problem-solving, adaptability), and personality frameworks (Big 5 traits adapted to Myanmar context).
7. How is anonymity ensured in 360 feedback?
Feedback is collected confidentially (e.g., via Odoo appraisal surveys), aggregated, and scored anonymously.
8. How does KA3 link to bonuses?
KPI score â direct link to bonus/incentives (B1/B2).
AS + 360 scores â influence training, promotion, succession planning.
9. Will low 360 scores affect my pay?
Not directly. 360 affects development planning and leadership pathways, while KPI drives financial bonuses.
10. Can KA3 be used for promotions?
Yes. High scores across all three components indicate high-potential employees ready for leadership roles.
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ð§Â investor.relations@yourcompany.com.mm
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ð Description Outline:
This module is designed to provide a comprehensive understanding of corporate finance policies aligned with IFRS (International Financial Reporting Standards) and Myanmar regulatory frameworks. It offers practical guidance on financial controls, accounting procedures, tax compliance, reporting standards, and employee-related financial processes.
ð¯ What You Will Learn:
- Apply IFRS-aligned Accounting Policies
- Implement Budgeting Procedures
- Manage Operating Expenses Effectively
- Execute Year-End and Interim Closings
- Apply Internal Controls and Delegation Protocols
Basics of Canva and its interface
Designing templates for various purposes
Tips for creating professional visuals quickly
- Course Title "Ophthalmic Equipment Essentials for Sales Professionals"
- Purpose
- This course helps sales team members without medical backgrounds understand the basics of the human eye, common eye conditions, and the equipment used by eye care professionals. It aims to improve confidence in customer interactions and product demonstrations.
- Learning Outcomes
- By the end of this course, learners will be able to:
Identify basic eye anatomy and explain how vision works.
Recognize common eye conditions and their impact on patients.
Understand the use and purpose of key ophthalmic equipment.
Differentiate between roles of ophthalmologists, optometrists, and refractionists.
Use basic ophthalmic terms correctly in sales discussions.
Hereâs a structured eLearning course plan for your Ophthalmic Equipment Sales Team (non-medical background). It is designed to be clear, progressive, and sales-focused, while covering essential medical basics and equipment knowledge.
Course Title
âOphthalmic Equipment Essentials for Sales Professionalsâ
Target Audience
Ophthalmic equipment sales team with non-medical backgrounds.
Focus on practical understanding rather than deep medical theory.
Course Duration
6 Chapters (approx. 1â1.5 hours each)
Total: 6â9 hours of self-paced learning
Course Structure
Chapter 1 â Basic Anatomy of the Eye
Objective: Understand parts of the eye and their basic functions.
Theory (Short Reading Material)
Overview of the eye as an organ of vision.
External structures: eyelids, cornea, sclera, conjunctiva.
Internal structures: iris, pupil, lens, retina, optic nerve.
YouTube Video
Suggested: âAnatomy of the Eye in 5 Minutesâ (Khan Academy / Osmosis).
5 FAQs
What are the main layers of the eye?
Which part controls how much light enters the eye?
What is the role of the retina?
Which structure focuses light onto the retina?
What connects the eye to the brain?
10 MCQs (Sample)
Q: Which part of the eye is transparent and covers the iris and pupil?
A) Retina
B) Cornea
C) Lens
D) Sclera
(Correct: B)
Chapter 2 â How We See Things (Physics of Light)
Objective: Explain how light is processed and vision errors occur.
Theory
Path of light: cornea â lens â retina â optic nerve.
Focus mechanism: accommodation.
Common vision issues:
Myopia (nearsightedness)
Hyperopia (farsightedness)
Astigmatism
Presbyopia
YouTube Video
Suggested: âHow the Eye Seesâ (TED-Ed / EyeSmart).
5 FAQs
How does the lens focus light?
Why do nearsighted people need concave lenses?
What causes farsightedness?
What is the difference between astigmatism and myopia?
Why do older people need reading glasses?
10 MCQs
Q: Which condition occurs when light focuses in front of the retina?
A) Hyperopia
B) Myopia
C) Astigmatism
D) Cataract
(Correct: B)
Chapter 3 â Common Eye Diseases
Objective: Recognize common eye conditions and their affected parts.
Theory
Anterior segment diseases:
Corneal diseases
Refractive errors
Cataracts
Posterior segment diseases:
Glaucoma
Retinal diseases (diabetic retinopathy, macular degeneration)
YouTube Video
Suggested: âCommon Eye Diseases Simplifiedâ (Osmosis / NHS).
5 FAQs
What causes cataracts?
How does glaucoma damage vision?
What is the main cause of diabetic retinopathy?
Can refractive errors be treated permanently?
What are warning signs of retinal detachment?
10 MCQs
Q: Which disease is caused by increased intraocular pressure?
A) Cataract
B) Glaucoma
C) Astigmatism
D) Keratoconus
(Correct: B)
Chapter 4 â Ophthalmic Equipment Overview
Objective: Introduce key diagnostic and treatment devices.
Theory
Diagnostic Equipment:
Autorefractor
Slit Lamp
Visual Field Analyzer
Fundus Camera
Surgical Equipment:
Phacoemulsification machine
LASIK systems
Optical Aids:
Trial lens set
Retinoscope
YouTube Video
Suggested: âIntroduction to Ophthalmic Diagnostic Instrumentsâ.
5 FAQs
What does an autorefractor measure?
What is the purpose of a slit lamp?
Which machine is used in cataract surgery?
What does a fundus camera capture?
How is intraocular pressure measured?
10 MCQs
Q: Which equipment is essential for cataract surgery?
A) Autorefractor
B) Phacoemulsification machine
C) Slit Lamp
D) Visual Field Analyzer
(Correct: B)
Chapter 5 â Eye Care Professionals
Objective: Differentiate roles in eye care practice.
Theory
Ophthalmologist: Medical doctor, performs surgery.
Optometrist: Vision testing, prescribes lenses.
Refractionist: Measures refractive errors.
Optician: Dispenses glasses.
YouTube Video
Suggested: âDifference Between Ophthalmologist, Optometrist, and Opticianâ.
5 FAQs
Who can perform eye surgery?
Who prescribes glasses in most clinics?
Who diagnoses glaucoma?
What is the role of a refractionist?
Can optometrists treat eye diseases?
10 MCQs
Q: Who primarily performs cataract surgeries?
A) Optician
B) Ophthalmologist
C) Refractionist
D) Optometrist
(Correct: B)
Chapter 6 â Glossary of Ophthalmic Terms
Objective: Build basic vocabulary for sales discussions.
Theory
Common terms: visual acuity, diopter, IOP, refraction, fundus, myopia, hyperopia, etc.
Use in product presentations and client communication.
YouTube Video
Suggested: âOphthalmology Terms Explained Simplyâ.
5 FAQs
What does IOP mean?
What is a diopter?
What does â20/20 visionâ mean?
What does âfundusâ refer to?
What is a visual field?
10 MCQs
Q: What does âIOPâ stand for?
A) Intraocular Pressure
B) Internal Optical Power
C) Inferior Optical Pathway
D) Infraorbital Projection
(Correct: A)
Implementation in eLearning Platform
Each chapter will have:
PDF/HTML short reading material (visual + simple diagrams)
Embedded YouTube video (2â5 mins)
FAQ section (quick recap for learners)
MCQ quiz (10 questions) â must pass to unlock next chapter.
Do you want me to create the actual MCQs (full 60 questions) and FAQ sets in simple English (for non-medical background)?
Shall I also draft the short theory content (PDF-ready) and embed suitable YouTube links for each chapter?
And do you prefer me to prepare this in SCORM format for Odoo eLearning or just separate files (PDF + quiz bank)?
Advantages of 3CX VoIP Phone System (Office Use)
1. Significant Cost Savings
Reduces monthly phone bills by routing calls over the internet instead of traditional lines.
Free internal calls between branches, departments, and remote staff.
Lower rates for international and long-distance calls compared to conventional telephony.
2. Seamless Connectivity
Ability to call and receive calls from overseas offices, other cities, VoIP phones, or mobile phones without additional infrastructure.
Unified platform for all communication â desk phones, mobile apps, and softphones.
Supports remote work, enabling staff to stay connected wherever they are.
3. Convenience for Internal Use
Functions like an internal office intercom â free extension-to-extension calls between departments.
Easy transfer of calls between team members or branches.
Integration with CRM or Helpdesk for call logging and customer tracking.
4. Additional Benefits
Scalable â easily add or remove users as the company grows.
Rich features: call forwarding, voicemail-to-email, video conferencing, call recording.
Centralized management via web-based control panel.
Advantages of 3CX VoIP Phone System (Office Use)
3CX VoIP áá¯ááºážá áá áºá á¡áá»áá¯ážáá»á±ážáá°ážáá»á¬áž (áá¯á¶ážáá¯á¶áž)
1. Significant Cost Savings
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Reduces monthly phone bills by routing calls over the internet instead of traditional lines.
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áá¬áááœá²áá»á¬ážá áá¬ááá»á¬ážááŸáá·áº á¡áá±ážá០á¡áá¯ááºááá¬ážáá»á¬ážá¡ááŒá¬áž á¡ááá²á· áá¯ááºážáá±á«áºááá¯ááá¯ááºááŒááºážáLower rates for international and long-distance calls compared to conventional telephony.
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2. Seamless Connectivity
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Ability to call and receive calls from overseas offices, other cities, VoIP phones, or mobile phones without additional infrastructure.
á¡ááŒá¬ážáá±á¬ ááá¯ááºážá¡áá áºáá»á¬áž áááºáá¶áááºáááºááẠáááá¯áá² ááá¯ááºáá¶ááŒá¬ážáá¯á¶ážááœá²áá»á¬ážá á¡ááŒá¬ážááŒáá¯á·áá»á¬ážá VoIP áá¯ááºážáá»á¬áž ááá¯á·ááá¯áẠááá¯ááá¯ááºážáá¯ááºážáá»á¬ážá០áá¯ááºážáá±á«áºááá¯ááá¯ááºááŒááºážáUnified platform for all communication â desk phones, mobile apps, and softphones.
áááºááœááºáá±ážá¡ááœáẠá áá áºáá áºáá¯áááºáž - á á¬ážááœá²áááºáá¯ááºážáá»á¬ážá ááá¯ááá¯ááºážá¡ááºááºáá»á¬ážááŸáá·áº áá±á¬á·ááºáá¯ááºážáá»á¬ážáSupports remote work, enabling staff to stay connected wherever they are.
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3. Convenience for Internal Use
áá áá¯á¶ážááœááºážáá¯á¶ážá¡ááœáẠá¡áááºááŒá±ááŒááºáž
Functions like an internal office intercom â free extension-to-extension calls between departments.
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4. Additional Benefits
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Scalable â easily add or remove users as the company grows.
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2. MCQ (10 Questions)
1. What is the main cost-saving feature of 3CX VoIP?
A) Uses traditional phone lines
B) Routes calls over the internet
C) Increases phone bills
D) Requires expensive hardware
2. Which feature allows free calls between office branches?
A) Call recording
B) Internal extension calls
C) Video conferencing
D) Voicemail
3. What does 3CX NOT require for international calls?
A) Internet connection
B) Additional phone lines
C) VoIP phones
D) Mobile apps
4. Which device can be used with 3CX?
A) Only desk phones
B) Desk phones, mobile apps, and softphones
C) Fax machines
D) Pagers
5. What is a "softphone"?
A) A physical telephone
B) A software-based phone (e.g., mobile/desktop app)
C) A type of headset
D) A fax machine
6. How does 3CX help customer service teams?
A) By blocking calls
B) By integrating with CRM for call tracking
C) By disabling voicemail
D) By limiting extensions
7. What does "scalable" mean in 3CX?
A) Cannot add new users
B) Easy to add/remove users as company grows
C) Only supports 10 users
D) Requires new hardware for each user
8. Which feature helps avoid missed messages?
A) Call blocking
B) Voicemail-to-email
C) No voicemail
D) Call forwarding
9. What is centralized in 3CX management?
A) Employee salaries
B) Web-based control panel
C) Office furniture
D) Internet providers
10. Which feature is NOT part of 3CX?
A) Call forwarding
B) Printing documents
C) Video conferencing
D) Call recording