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236
docs/user-guides/README.md
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# User Guides and Training Materials
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This directory contains comprehensive user guides and training materials for the Multi-Tenant SaaS Platform for Malaysian SMEs.
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## Table of Contents
|
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|
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- [Getting Started](./getting-started.md) - Quick start guide for new users
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- [Administrator Guide](./administrator-guide.md) - Complete administration guide
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- [Module Guides](./modules/) - Industry-specific module guides
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- [Training Materials](./training/) - Training presentations and videos
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- [FAQ](./faq.md) - Frequently asked questions
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- [Best Practices](./best-practices.md) - Best practices and tips
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|
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## Quick Links
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|
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### For New Users
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- [Platform Overview](./getting-started.md)
|
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- [First Login Guide](./getting-started.md#first-login)
|
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- [Dashboard Navigation](./getting-started.md#dashboard-navigation)
|
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|
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### For Administrators
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- [User Management](./administrator-guide.md#user-management)
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- [Module Configuration](./administrator-guide.md#module-configuration)
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- [Security Settings](./administrator-guide.md#security-settings)
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### For Module Users
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- [Retail Module Guide](./modules/retail.md)
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- [Healthcare Module Guide](./modules/healthcare.md)
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- [Education Module Guide](./modules/education.md)
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- [Logistics Module Guide](./modules/logistics.md)
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- [Beauty Module Guide](./modules/beauty.md)
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|
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## Training Programs
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### Self-Paced Training
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- [Video Tutorials](./training/videos/)
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- [Interactive Guides](./training/interactive/)
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- [Practice Exercises](./training/exercises/)
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|
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### Instructor-Led Training
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- [Live Webinars](./training/webinars/)
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- [Workshop Materials](./training/workshops/)
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- [Certification Program](./training/certification/)
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|
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## Support Resources
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|
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### Getting Help
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- **Email Support**: support@yourplatform.com
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- **Phone Support**: +60123456789
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- **Live Chat**: Available in platform
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- **Community Forum**: https://community.yourplatform.com
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|
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### Additional Resources
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- **API Documentation**: /docs/api/
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- **Technical Documentation**: /docs/technical/
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- **Release Notes**: /docs/release-notes/
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- **Known Issues**: /docs/known-issues/
|
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|
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## Quick Start for New Users
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|
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### 1. Account Setup
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- [Create your account](./getting-started.md#account-setup)
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- [Complete your profile](./getting-started.md#profile-setup)
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- [Verify your email](./getting-started.md#email-verification)
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|
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### 2. Platform Navigation
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- [Dashboard overview](./getting-started.md#dashboard)
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- [Module selection](./getting-started.md#modules)
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- [Settings and preferences](./getting-started.md#settings)
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|
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### 3. Module Configuration
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- [Choose your industry module](./modules/)
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- [Configure module settings](./modules/retail.md#configuration)
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- [Import existing data](./modules/retail.md#data-import)
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## Administrator Tasks
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### 1. User Management
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- [Add new users](./administrator-guide.md#add-users)
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- [Set user permissions](./administrator-guide.md#permissions)
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- [Manage user roles](./administrator-guide.md#roles)
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|
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### 2. System Configuration
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- [Configure business settings](./administrator-guide.md#business-settings)
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- [Set up payment gateways](./administrator-guide.md#payment-gateways)
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- [Configure email settings](./administrator-guide.md#email-settings)
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|
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### 3. Security Management
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- [Set up security policies](./administrator-guide.md#security-policies)
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- [Configure two-factor authentication](./administrator-guide.md#2fa)
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- [Manage access logs](./administrator-guide.md#access-logs)
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## Malaysian SME Specific Features
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### Local Business Setup
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- [Malaysian business registration](./getting-started.md#business-registration)
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- [SST configuration](./getting-started.md#sst-setup)
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- [Local payment methods](./getting-started.md#payment-methods)
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### Cultural Considerations
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- [Malaysian business hours](./best-practices.md#business-hours)
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- [Public holiday handling](./best-practices.md#holidays)
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- [Multi-language support](./best-practices.md#languages)
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|
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## Updates and Announcements
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|
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### Recent Updates
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- [Latest Features](./release-notes/latest.md)
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- [Bug Fixes](./release-notes/latest.md#bug-fixes)
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- [Security Updates](./release-notes/latest.md#security)
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|
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### Upcoming Features
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- [Feature Roadmap](./roadmap.md)
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- [Beta Programs](./beta-programs.md)
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- [User Feedback](./feedback.md)
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|
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## Accessibility
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|
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### Platform Accessibility
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- Screen reader support
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- Keyboard navigation
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- High contrast mode
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- Font size adjustment
|
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|
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### Documentation Accessibility
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- PDF versions available
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- Large print guides
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- Screen reader optimized
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- Multi-language support
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|
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## Mobile Access
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### Mobile Apps
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- [iOS App Guide](./mobile/ios.md)
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- [Android App Guide](./mobile/android.md)
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- [Mobile Features](./mobile/features.md)
|
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|
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### Responsive Design
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- Mobile-optimized interface
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- Touch-friendly navigation
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- Offline capabilities
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- Push notifications
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|
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## Feedback and Improvement
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|
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### User Feedback
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- [Feature Requests](./feedback.md#feature-requests)
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- [Bug Reports](./feedback.md#bug-reports)
|
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- [User Surveys](./feedback.md#surveys)
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- [Beta Testing](./feedback.md#beta-testing)
|
||||
|
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### Community
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- [User Forum](https://community.yourplatform.com)
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- [Success Stories](./success-stories.md)
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- [User Groups](./user-groups.md)
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- [Events](./events.md)
|
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|
||||
## Troubleshooting
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### Common Issues
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- [Login Problems](./faq.md#login-issues)
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- [Payment Issues](./faq.md#payment-issues)
|
||||
- [Module Issues](./faq.md#module-issues)
|
||||
- [Performance Issues](./faq.md#performance-issues)
|
||||
|
||||
### Self-Service
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- [Reset Password](./faq.md#reset-password)
|
||||
- [Update Profile](./faq.md#update-profile)
|
||||
- [Clear Cache](./faq.md#clear-cache)
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||||
- [Browser Issues](./faq.md#browser-issues)
|
||||
|
||||
## For Developers
|
||||
|
||||
### API Documentation
|
||||
- [REST API Guide](../docs/api/)
|
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- [Webhook Documentation](../docs/api/webhooks.md)
|
||||
- [SDK Documentation](../docs/sdks/)
|
||||
|
||||
### Integration Guide
|
||||
- [Third-party Integrations](../docs/integrations/)
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||||
- [Custom Development](../docs/development/)
|
||||
- [API Best Practices](../docs/api/best-practices.md)
|
||||
|
||||
## Compliance and Security
|
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|
||||
### Data Protection
|
||||
- [PDPA Compliance](./compliance/pdpa.md)
|
||||
- [Data Privacy](./compliance/privacy.md)
|
||||
- [Security Features](./compliance/security.md)
|
||||
|
||||
### Business Compliance
|
||||
- [SST Compliance](./compliance/sst.md)
|
||||
- [Industry Regulations](./compliance/industry.md)
|
||||
- [Audit Trail](./compliance/audit-trail.md)
|
||||
|
||||
## Getting Started Checklist
|
||||
|
||||
### New User Checklist
|
||||
- [ ] Create account
|
||||
- [ ] Verify email address
|
||||
- [ ] Complete profile setup
|
||||
- [ ] Choose industry module
|
||||
- [ ] Configure basic settings
|
||||
- [ ] Import existing data (if applicable)
|
||||
- [ ] Complete initial training
|
||||
- [ ] Set up user preferences
|
||||
|
||||
### Administrator Checklist
|
||||
- [ ] Set up organization
|
||||
- [ ] Configure user management
|
||||
- [ ] Set up security policies
|
||||
- [ ] Configure payment gateways
|
||||
- [ ] Set up email notifications
|
||||
- [ ] Configure backup procedures
|
||||
- [ ] Set up monitoring
|
||||
- [ ] Complete administrator training
|
||||
|
||||
## Need Help?
|
||||
|
||||
### Support Channels
|
||||
- **24/7 Support**: support@yourplatform.com
|
||||
- **Emergency Support**: emergency@yourplatform.com
|
||||
- **Phone Support**: +60123456789 (Mon-Fri, 9AM-6PM MYT)
|
||||
- **Live Chat**: Available in platform
|
||||
|
||||
### Training and Onboarding
|
||||
- **Personal Training**: training@yourplatform.com
|
||||
- **Group Training**: groups@yourplatform.com
|
||||
- **Custom Training**: custom@yourplatform.com
|
||||
- **Certification**: certification@yourplatform.com
|
||||
|
||||
### Sales and Billing
|
||||
- **Sales Inquiries**: sales@yourplatform.com
|
||||
- **Billing Support**: billing@yourplatform.com
|
||||
- **Account Management**: accounts@yourplatform.com
|
||||
- **Feature Requests**: features@yourplatform.com
|
||||
713
docs/user-guides/administrator-guide.md
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713
docs/user-guides/administrator-guide.md
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@@ -0,0 +1,713 @@
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||||
# Administrator Guide
|
||||
|
||||
This comprehensive guide provides administrators with detailed instructions for managing and configuring the Multi-Tenant SaaS Platform for Malaysian SMEs.
|
||||
|
||||
## System Administration Overview
|
||||
|
||||
### Administrator Responsibilities
|
||||
|
||||
As a system administrator, you are responsible for:
|
||||
- **Organization Management**: Setting up and managing tenant organizations
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||||
- **User Management**: Creating and managing user accounts and permissions
|
||||
- **Module Configuration**: Configuring industry-specific modules
|
||||
- **Security Management**: Implementing security policies and access controls
|
||||
- **Performance Monitoring**: Monitoring system performance and availability
|
||||
- **Compliance Management**: Ensuring regulatory compliance (PDPA, SST, etc.)
|
||||
|
||||
### Admin Dashboard Navigation
|
||||
|
||||
The admin dashboard provides centralized access to all administrative functions:
|
||||
|
||||
```
|
||||
Admin Dashboard
|
||||
├── Overview
|
||||
│ ├── System Statistics
|
||||
│ ├── Recent Activity
|
||||
│ ├── Performance Metrics
|
||||
│ └── Alert Notifications
|
||||
├── Organization Management
|
||||
│ ├── Tenant Management
|
||||
│ ├── Module Configuration
|
||||
│ └── Subscription Management
|
||||
├── User Management
|
||||
│ ├── User Accounts
|
||||
│ ├── Roles & Permissions
|
||||
│ └── Access Control
|
||||
├── System Configuration
|
||||
│ ├── General Settings
|
||||
│ ├── Security Settings
|
||||
│ └── Integration Settings
|
||||
├── Monitoring & Analytics
|
||||
│ ├── System Health
|
||||
│ ├── Performance Reports
|
||||
│ └── Usage Analytics
|
||||
└── Support & Maintenance
|
||||
├── Backup & Recovery
|
||||
├── System Updates
|
||||
└── Troubleshooting
|
||||
```
|
||||
|
||||
## Organization Management
|
||||
|
||||
### 1. Tenant Management
|
||||
|
||||
#### Creating New Tenants
|
||||
|
||||
1. Navigate to Admin → Organizations → Create New Tenant
|
||||
2. Fill in tenant details:
|
||||
```markdown
|
||||
- Organization Name: Official business name
|
||||
- Business Registration: SSM registration number
|
||||
- Business Type: Retail, Healthcare, Education, Logistics, Beauty
|
||||
- Contact Information: Business email and phone
|
||||
- Address: Complete Malaysian business address
|
||||
- Admin User: Primary administrator details
|
||||
```
|
||||
3. Select subscription plan and modules
|
||||
4. Configure initial settings
|
||||
5. Click "Create Tenant"
|
||||
|
||||
#### Tenant Configuration
|
||||
|
||||
For each tenant, configure:
|
||||
|
||||
**Basic Settings**
|
||||
- Organization profile and branding
|
||||
- Timezone (Asia/Kuala Lumpur)
|
||||
- Currency (MYR)
|
||||
- Language preferences
|
||||
- Business hours
|
||||
|
||||
**Module Configuration**
|
||||
- Enable relevant industry modules
|
||||
- Configure module-specific settings
|
||||
- Set up data retention policies
|
||||
- Configure integration endpoints
|
||||
|
||||
**Security Settings**
|
||||
- Password policies
|
||||
- Session timeout settings
|
||||
- Two-factor authentication requirements
|
||||
- Access control policies
|
||||
|
||||
#### Managing Tenant Subscriptions
|
||||
|
||||
1. Navigate to Admin → Organizations → Subscriptions
|
||||
2. View current subscription status
|
||||
3. Upgrade/downgrade plans as needed
|
||||
4. Manage billing information
|
||||
5. Configure usage limits
|
||||
|
||||
### 2. Module Management
|
||||
|
||||
#### Module Activation
|
||||
|
||||
1. Navigate to Admin → Modules → Module Management
|
||||
2. Select modules to activate for tenant:
|
||||
```markdown
|
||||
Available Modules:
|
||||
- Retail Module: Inventory, sales, customer management
|
||||
- Healthcare Module: Patient management, appointments, medical records
|
||||
- Education Module: Student management, classes, enrollment
|
||||
- Logistics Module: Shipment tracking, vehicle management
|
||||
- Beauty Module: Client management, service booking
|
||||
```
|
||||
3. Configure module-specific settings
|
||||
4. Set up data migration if needed
|
||||
5. Activate module
|
||||
|
||||
#### Module Configuration Examples
|
||||
|
||||
**Retail Module Configuration**
|
||||
- Set up product categories
|
||||
- Configure SST rates (6% standard, exempt categories)
|
||||
- Enable payment gateways (Touch 'n Go, GrabPay, etc.)
|
||||
- Set up inventory alerts
|
||||
- Configure loyalty programs
|
||||
|
||||
**Healthcare Module Configuration**
|
||||
- Configure appointment types
|
||||
- Set up medical record templates
|
||||
- Enable Malaysian healthcare integrations
|
||||
- Configure PDPA compliance settings
|
||||
- Set up insurance provider connections
|
||||
|
||||
**Education Module Configuration**
|
||||
- Configure academic years
|
||||
- Set up grade levels (following Malaysian standards)
|
||||
- Configure assessment systems (UPSR, PT3, SPM, STPM)
|
||||
- Set up fee structures
|
||||
- Configure reporting templates
|
||||
|
||||
**Logistics Module Configuration**
|
||||
- Set up vehicle types
|
||||
- Configure service areas (Malaysian states/districts)
|
||||
- Enable GPS tracking
|
||||
- Configure toll integration
|
||||
- Set up PUSPAKOM compliance
|
||||
|
||||
**Beauty Module Configuration**
|
||||
- Set up service categories
|
||||
- Configure appointment schedules
|
||||
- Enable KKM compliance features
|
||||
- Set up halal certification tracking
|
||||
- Configure staff management
|
||||
|
||||
## User Management
|
||||
|
||||
### 1. User Account Management
|
||||
|
||||
#### Creating User Accounts
|
||||
|
||||
1. Navigate to Admin → Users → Create User
|
||||
2. Enter user information:
|
||||
```markdown
|
||||
Required Fields:
|
||||
- Full Name: Official name as per IC
|
||||
- Email Address: Business email
|
||||
- Phone Number: Malaysian format (+60123456789)
|
||||
- IC Number: Malaysian IC format (YYYYMMDD-XX-XXXX)
|
||||
- Department: User's department/role
|
||||
- Position: Job title/position
|
||||
```
|
||||
3. Assign role and permissions
|
||||
4. Set up account preferences
|
||||
5. Send account activation email
|
||||
|
||||
#### User Roles and Permissions
|
||||
|
||||
**Standard Roles**
|
||||
- **Super Admin**: Full system access
|
||||
- **Tenant Admin**: Full tenant access
|
||||
- **Department Manager**: Department-level access
|
||||
- **Staff**: Limited functional access
|
||||
- **Viewer**: Read-only access
|
||||
|
||||
**Custom Role Creation**
|
||||
1. Navigate to Admin → Users → Roles → Create Role
|
||||
2. Define role name and description
|
||||
3. Configure permissions:
|
||||
```markdown
|
||||
Permission Categories:
|
||||
- Module Access: Which modules the role can access
|
||||
- Data Access: Read/create/update/delete permissions
|
||||
- Administrative: User management, settings, etc.
|
||||
- Reporting: Report generation and export
|
||||
- Integration: API access, third-party integrations
|
||||
```
|
||||
4. Save role configuration
|
||||
5. Assign role to users
|
||||
|
||||
#### Bulk User Operations
|
||||
|
||||
1. Navigate to Admin → Users → Bulk Operations
|
||||
2. Select operation type:
|
||||
- Bulk import from CSV
|
||||
- Bulk user creation
|
||||
- Bulk permission updates
|
||||
- Bulk user deactivation
|
||||
3. Upload CSV file with user data
|
||||
4. Map fields and validate data
|
||||
5. Execute operation
|
||||
|
||||
### 2. Access Control Management
|
||||
|
||||
#### Setting Up Access Policies
|
||||
|
||||
1. Navigate to Admin → Security → Access Control
|
||||
2. Configure access policies:
|
||||
```markdown
|
||||
Access Control Settings:
|
||||
- IP Restrictions: Limit access to specific IP ranges
|
||||
- Time Restrictions: Limit access to business hours
|
||||
- Location Restrictions: Limit access to specific locations
|
||||
- Device Restrictions: Limit access to approved devices
|
||||
```
|
||||
3. Save policy configuration
|
||||
4. Apply to users/roles as needed
|
||||
|
||||
#### Managing User Sessions
|
||||
|
||||
1. Navigate to Admin → Users → Active Sessions
|
||||
2. View all active user sessions
|
||||
3. Monitor session activity
|
||||
4. Terminate suspicious sessions
|
||||
5. Configure session timeout settings
|
||||
|
||||
## Security Management
|
||||
|
||||
### 1. Authentication and Authorization
|
||||
|
||||
#### Password Policy Configuration
|
||||
|
||||
1. Navigate to Admin → Security → Password Policy
|
||||
2. Configure password requirements:
|
||||
```markdown
|
||||
Password Requirements:
|
||||
- Minimum Length: 12 characters
|
||||
- Complexity: Uppercase, lowercase, numbers, special characters
|
||||
- Expiration: 90 days
|
||||
- History: Prevent reuse of last 5 passwords
|
||||
- Lockout: 5 failed attempts, 15-minute lockout
|
||||
```
|
||||
3. Save policy settings
|
||||
4. Apply to all users or specific roles
|
||||
|
||||
#### Two-Factor Authentication (2FA)
|
||||
|
||||
1. Navigate to Admin → Security → 2FA Configuration
|
||||
2. Configure 2FA settings:
|
||||
```markdown
|
||||
2FA Methods:
|
||||
- SMS: Malaysian phone numbers
|
||||
- Email: Email-based verification
|
||||
- Authenticator App: Google Authenticator, Microsoft Authenticator
|
||||
- Hardware Token: YubiKey, etc.
|
||||
```
|
||||
3. Set mandatory 2FA for sensitive roles
|
||||
4. Configure backup codes
|
||||
5. Save configuration
|
||||
|
||||
### 2. Data Security
|
||||
|
||||
#### Data Encryption Settings
|
||||
|
||||
1. Navigate to Admin → Security → Encryption
|
||||
2. Configure encryption settings:
|
||||
```markdown
|
||||
Encryption Configuration:
|
||||
- Data at Rest: AES-256 encryption for database
|
||||
- Data in Transit: TLS 1.3 for all communications
|
||||
- Backup Encryption: Encrypted backups with customer keys
|
||||
- API Encryption: Secure API communication
|
||||
```
|
||||
3. Generate and store encryption keys
|
||||
4. Test encryption functionality
|
||||
5. Save configuration
|
||||
|
||||
#### Audit Logging
|
||||
|
||||
1. Navigate to Admin → Security → Audit Logs
|
||||
2. Configure audit settings:
|
||||
```markdown
|
||||
Audit Log Categories:
|
||||
- User Activities: Login attempts, password changes
|
||||
- Data Access: Record views, modifications
|
||||
- Administrative Actions: Settings changes, user management
|
||||
- System Events: Updates, backups, errors
|
||||
- Security Events: Failed logins, permission changes
|
||||
```
|
||||
3. Set log retention period (minimum 7 years for PDPA compliance)
|
||||
4. Configure log export and reporting
|
||||
5. Enable real-time monitoring
|
||||
|
||||
### 3. Malaysian Compliance Management
|
||||
|
||||
#### PDPA Compliance
|
||||
|
||||
1. Navigate to Admin → Compliance → PDPA
|
||||
2. Configure PDPA settings:
|
||||
```markdown
|
||||
PDPA Requirements:
|
||||
- Consent Management: Track and manage user consent
|
||||
- Data Retention: Configure data retention policies
|
||||
- Data Portability: Enable data export requests
|
||||
- Right to Erasure: Support data deletion requests
|
||||
- Breach Notification: Configure breach notification procedures
|
||||
```
|
||||
3. Set up consent forms and workflows
|
||||
4. Configure data retention schedules
|
||||
5. Save compliance settings
|
||||
|
||||
#### SST Compliance
|
||||
|
||||
1. Navigate to Admin → Compliance → SST
|
||||
2. Configure SST settings:
|
||||
```markdown
|
||||
SST Configuration:
|
||||
- Tax Rates: Standard rate (6%), exempt categories
|
||||
- Invoice Requirements: SST-compliant invoicing
|
||||
- Reporting: SST reporting and filing
|
||||
- Exemptions: Configure tax-exempt categories
|
||||
- Audit Trail: Maintain SST transaction history
|
||||
```
|
||||
3. Set up SST calculation rules
|
||||
4. Configure reporting templates
|
||||
5. Save SST settings
|
||||
|
||||
## System Configuration
|
||||
|
||||
### 1. General System Settings
|
||||
|
||||
#### Basic Configuration
|
||||
|
||||
1. Navigate to Admin → Settings → General
|
||||
2. Configure system settings:
|
||||
```markdown
|
||||
System Settings:
|
||||
- System Name: Platform display name
|
||||
- Default Language: English, Bahasa Malaysia, Chinese
|
||||
- Timezone: Asia/Kuala Lumpur (UTC+8)
|
||||
- Currency: Malaysian Ringgit (MYR)
|
||||
- Date Format: DD/MM/YYYY
|
||||
- Business Hours: Configure Malaysian business hours
|
||||
```
|
||||
3. Save system settings
|
||||
4. Test configuration changes
|
||||
|
||||
#### Email Configuration
|
||||
|
||||
1. Navigate to Admin → Settings → Email
|
||||
2. Configure email settings:
|
||||
```markdown
|
||||
Email Configuration:
|
||||
- SMTP Server: Email server details
|
||||
- Port: 587 (TLS) or 465 (SSL)
|
||||
- Authentication: Username and password
|
||||
- From Address: Default sender email
|
||||
- Bounce Address: Handle bounce emails
|
||||
- Templates: Email templates for various communications
|
||||
```
|
||||
3. Test email configuration
|
||||
4. Save email settings
|
||||
|
||||
### 2. Integration Configuration
|
||||
|
||||
#### Payment Gateway Setup
|
||||
|
||||
1. Navigate to Admin → Settings → Payment Gateways
|
||||
2. Configure Malaysian payment methods:
|
||||
```markdown
|
||||
Payment Methods:
|
||||
- Touch 'n Go: Business account setup
|
||||
- GrabPay: Merchant configuration
|
||||
- Online Banking: Maybank2U, CIMB Clicks, etc.
|
||||
- Credit Cards: Visa, Mastercard, Amex
|
||||
- E-wallets: Boost, ShopeePay, etc.
|
||||
```
|
||||
3. Set up merchant accounts
|
||||
4. Configure transaction fees
|
||||
5. Test payment processing
|
||||
|
||||
#### Third-Party Integrations
|
||||
|
||||
1. Navigate to Admin → Settings → Integrations
|
||||
2. Configure third-party services:
|
||||
```markdown
|
||||
Integration Partners:
|
||||
- Malaysian Banks: Bank integration APIs
|
||||
- Insurance Providers: Malaysian insurance companies
|
||||
- Government Services: MyGov, e-Invoice, etc.
|
||||
- Logistics Partners: Malaysian delivery services
|
||||
- Telecommunications: SMS providers
|
||||
```
|
||||
3. Set up API credentials
|
||||
4. Configure webhooks
|
||||
5. Test integrations
|
||||
|
||||
### 3. Backup and Recovery
|
||||
|
||||
#### Backup Configuration
|
||||
|
||||
1. Navigate to Admin → Maintenance → Backup
|
||||
2. Configure backup settings:
|
||||
```markdown
|
||||
Backup Strategy:
|
||||
- Frequency: Daily backups, weekly full backups
|
||||
- Retention: 30 days daily, 12 months weekly
|
||||
- Encryption: AES-256 encryption for all backups
|
||||
- Location: Cloud storage with Malaysian data centers
|
||||
- Testing: Regular backup testing and validation
|
||||
```
|
||||
3. Set up backup schedules
|
||||
4. Configure off-site storage
|
||||
5. Test backup and recovery procedures
|
||||
|
||||
#### Disaster Recovery
|
||||
|
||||
1. Navigate to Admin → Maintenance → Disaster Recovery
|
||||
2. Configure DR settings:
|
||||
```markdown
|
||||
Disaster Recovery Plan:
|
||||
- RPO: Recovery Point Objective (24 hours)
|
||||
- RTO: Recovery Time Objective (4 hours)
|
||||
- Failover: Automatic failover procedures
|
||||
- Testing: Quarterly DR testing
|
||||
- Documentation: Comprehensive DR documentation
|
||||
```
|
||||
3. Set up failover systems
|
||||
4. Configure monitoring and alerts
|
||||
5. Document recovery procedures
|
||||
|
||||
## Monitoring and Analytics
|
||||
|
||||
### 1. System Monitoring
|
||||
|
||||
#### Performance Monitoring
|
||||
|
||||
1. Navigate to Admin → Monitoring → Performance
|
||||
2. Configure monitoring metrics:
|
||||
```markdown
|
||||
Performance Metrics:
|
||||
- Response Time: API and application response times
|
||||
- Throughput: Requests per second, concurrent users
|
||||
- Resource Usage: CPU, memory, disk, network usage
|
||||
- Database Performance: Query performance, connection pools
|
||||
- Error Rates: HTTP errors, application errors
|
||||
```
|
||||
3. Set up alert thresholds
|
||||
4. Configure monitoring dashboards
|
||||
5. Enable real-time monitoring
|
||||
|
||||
#### Health Checks
|
||||
|
||||
1. Navigate to Admin → Monitoring → Health Checks
|
||||
2. Configure health checks:
|
||||
```markdown
|
||||
Health Check Categories:
|
||||
- Application Health: Service availability, functionality
|
||||
- Database Health: Connectivity, performance, integrity
|
||||
- Integration Health: Third-party service connectivity
|
||||
- Security Health: Authentication, authorization, vulnerabilities
|
||||
- Infrastructure Health: Server, network, storage health
|
||||
```
|
||||
3. Set up health check schedules
|
||||
4. Configure alert notifications
|
||||
5. Monitor health status
|
||||
|
||||
### 2. Usage Analytics
|
||||
|
||||
#### Tenant Analytics
|
||||
|
||||
1. Navigate to Admin → Analytics → Tenant Usage
|
||||
2. View tenant usage metrics:
|
||||
```markdown
|
||||
Usage Metrics:
|
||||
- Active Users: Number of active users per tenant
|
||||
- Feature Usage: Most used features and modules
|
||||
- Data Volume: Data storage and transfer usage
|
||||
- API Usage: API call frequency and patterns
|
||||
- Performance: Tenant-specific performance metrics
|
||||
```
|
||||
3. Analyze usage patterns
|
||||
4. Identify optimization opportunities
|
||||
5. Generate usage reports
|
||||
|
||||
#### Business Analytics
|
||||
|
||||
1. Navigate to Admin → Analytics → Business
|
||||
2. View business metrics:
|
||||
```markdown
|
||||
Business Metrics:
|
||||
- Revenue: Subscription revenue, usage-based charges
|
||||
- Customer Acquisition: New tenant signups
|
||||
- Churn Rate: Tenant cancellations
|
||||
- Customer Lifetime Value: CLV calculations
|
||||
- Support Metrics: Ticket volume, resolution times
|
||||
```
|
||||
3. Analyze business trends
|
||||
4. Generate financial reports
|
||||
5. Support strategic planning
|
||||
|
||||
## Troubleshooting and Support
|
||||
|
||||
### 1. Common Issues
|
||||
|
||||
#### Performance Issues
|
||||
|
||||
**Slow System Response**
|
||||
1. Check system resource usage
|
||||
2. Review database performance
|
||||
3. Analyze network connectivity
|
||||
4. Check for background processes
|
||||
5. Optimize system configuration
|
||||
|
||||
**Database Connection Issues**
|
||||
1. Verify database server status
|
||||
2. Check connection pool settings
|
||||
3. Review network connectivity
|
||||
4. Examine database logs
|
||||
5. Restart database services if needed
|
||||
|
||||
#### User Access Issues
|
||||
|
||||
**Login Problems**
|
||||
1. Verify user account status
|
||||
2. Check password policies
|
||||
3. Review 2FA configuration
|
||||
4. Examine session settings
|
||||
5. Check for account lockouts
|
||||
|
||||
**Permission Issues**
|
||||
1. Review user role assignments
|
||||
2. Check permission configurations
|
||||
3. Examine access control policies
|
||||
4. Verify module access settings
|
||||
5. Update permissions as needed
|
||||
|
||||
### 2. Advanced Troubleshooting
|
||||
|
||||
#### Debug Mode Configuration
|
||||
|
||||
1. Navigate to Admin → Settings → Advanced
|
||||
2. Enable debug mode for troubleshooting:
|
||||
```markdown
|
||||
Debug Settings:
|
||||
- Logging Level: DEBUG, INFO, WARNING, ERROR
|
||||
- Detailed Errors: Show detailed error messages
|
||||
- Query Logging: Enable database query logging
|
||||
- Request Logging: Log all API requests
|
||||
- Performance Logging: Log performance metrics
|
||||
```
|
||||
3. Reproduce the issue
|
||||
4. Collect debug information
|
||||
5. Disable debug mode after troubleshooting
|
||||
|
||||
#### System Diagnostics
|
||||
|
||||
1. Navigate to Admin → Maintenance → Diagnostics
|
||||
2. Run system diagnostics:
|
||||
```markdown
|
||||
Diagnostic Tests:
|
||||
- Database Connectivity: Test database connections
|
||||
- Network Connectivity: Test network connectivity
|
||||
- Integration Tests: Test third-party integrations
|
||||
- Security Tests: Test security configurations
|
||||
- Performance Tests: Run performance benchmarks
|
||||
```
|
||||
3. Review diagnostic results
|
||||
4. Identify and resolve issues
|
||||
5. Generate diagnostic reports
|
||||
|
||||
### 3. Support Escalation
|
||||
|
||||
#### When to Escalate
|
||||
|
||||
Escalate issues when:
|
||||
- System downtime exceeds 30 minutes
|
||||
- Data corruption or loss is suspected
|
||||
- Security breaches are detected
|
||||
- Performance degradation affects multiple tenants
|
||||
- Critical business functions are unavailable
|
||||
|
||||
#### Escalation Procedure
|
||||
|
||||
1. Document the issue with all relevant details
|
||||
2. Collect logs and diagnostic information
|
||||
3. Contact technical support with escalation priority
|
||||
4. Monitor resolution progress
|
||||
5. Communicate status to affected users
|
||||
|
||||
## Best Practices
|
||||
|
||||
### 1. Security Best Practices
|
||||
|
||||
#### Regular Security Reviews
|
||||
|
||||
1. **Monthly Reviews**: Review security logs and access patterns
|
||||
2. **Quarterly Audits**: Conduct comprehensive security audits
|
||||
3. **Vulnerability Scanning**: Regular vulnerability assessments
|
||||
4. **Penetration Testing**: Annual penetration testing
|
||||
5. **Security Updates**: Apply security patches promptly
|
||||
|
||||
#### Access Control Management
|
||||
|
||||
1. **Principle of Least Privilege**: Grant minimum necessary access
|
||||
2. **Regular Access Reviews**: Review user access quarterly
|
||||
3. **Separation of Duties**: Separate critical functions
|
||||
4. **Audit Trails**: Maintain comprehensive audit logs
|
||||
5. **Incident Response**: Have incident response procedures
|
||||
|
||||
### 2. Performance Best Practices
|
||||
|
||||
#### System Optimization
|
||||
|
||||
1. **Regular Maintenance**: Perform regular system maintenance
|
||||
2. **Database Optimization**: Optimize database queries and indexes
|
||||
3. **Resource Monitoring**: Monitor system resource usage
|
||||
4. **Capacity Planning**: Plan for future capacity needs
|
||||
5. **Performance Testing**: Regular performance testing
|
||||
|
||||
#### User Experience Optimization
|
||||
|
||||
1. **Response Time**: Keep response times under 2 seconds
|
||||
2. **Availability**: Maintain 99.9% uptime
|
||||
3. **Mobile Optimization**: Optimize for mobile users
|
||||
4. **Accessibility**: Ensure accessibility compliance
|
||||
5. **User Feedback**: Collect and act on user feedback
|
||||
|
||||
### 3. Malaysian Business Best Practices
|
||||
|
||||
#### Cultural Considerations
|
||||
|
||||
1. **Business Hours**: Respect Malaysian business hours and holidays
|
||||
2. **Language Support**: Support multiple languages
|
||||
3. **Religious Considerations**: Respect prayer times and religious holidays
|
||||
4. **Local Customs**: Understand local business customs
|
||||
5. **Community Engagement**: Engage with local business community
|
||||
|
||||
#### Regulatory Compliance
|
||||
|
||||
1. **PDPA Compliance**: Maintain PDPA compliance
|
||||
2. **SST Compliance**: Ensure SST compliance
|
||||
3. **Industry Regulations**: Comply with industry-specific regulations
|
||||
4. **Data Localization**: Store data in Malaysian data centers
|
||||
5. **Regular Audits**: Conduct regular compliance audits
|
||||
|
||||
## Training and Documentation
|
||||
|
||||
### 1. Administrator Training
|
||||
|
||||
#### Training Programs
|
||||
|
||||
1. **Basic Admin Training**: System configuration and user management
|
||||
2. **Advanced Admin Training**: Security, monitoring, and troubleshooting
|
||||
3. **Module-Specific Training**: Industry module configuration
|
||||
4. **Compliance Training**: Malaysian regulatory compliance
|
||||
5. **Emergency Response**: Incident response and disaster recovery
|
||||
|
||||
#### Certification Programs
|
||||
|
||||
1. **Platform Administrator Certification**: Basic certification
|
||||
2. **Advanced Administrator Certification**: Advanced skills certification
|
||||
3. **Module Specialist Certification**: Module-specific certification
|
||||
4. **Security Specialist Certification**: Security management certification
|
||||
5. **Compliance Officer Certification**: Compliance management certification
|
||||
|
||||
### 2. Documentation Maintenance
|
||||
|
||||
#### Keeping Documentation Updated
|
||||
|
||||
1. **Version Control**: Use version control for documentation
|
||||
2. **Change Management**: Document all system changes
|
||||
3. **User Feedback**: Incorporate user feedback
|
||||
4. **Regular Reviews**: Review and update documentation quarterly
|
||||
5. **Accessibility**: Ensure documentation is accessible
|
||||
|
||||
#### Knowledge Base Management
|
||||
|
||||
1. **Article Creation**: Create comprehensive knowledge base articles
|
||||
2. **Categorization**: Organize articles by topic and audience
|
||||
3. **Search Optimization**: Optimize for easy searching
|
||||
4. **Multilingual Support**: Support multiple languages
|
||||
5. **User Contributions**: Allow user contributions and feedback
|
||||
|
||||
## Conclusion
|
||||
|
||||
This administrator guide provides comprehensive coverage of all aspects of managing the Multi-Tenant SaaS Platform for Malaysian SMEs. As an administrator, you play a crucial role in ensuring the platform runs smoothly, securely, and in compliance with Malaysian regulations.
|
||||
|
||||
Remember to:
|
||||
1. **Stay Current**: Keep up with platform updates and new features
|
||||
2. **Be Proactive**: Monitor system health and address issues promptly
|
||||
3. **Follow Best Practices**: Adhere to security and compliance best practices
|
||||
4. **Communicate Effectively**: Maintain clear communication with users
|
||||
5. **Continuous Learning**: Invest in ongoing training and professional development
|
||||
|
||||
For additional support and resources:
|
||||
- **Technical Support**: support@yourplatform.com
|
||||
- **Emergency Support**: emergency@yourplatform.com
|
||||
- **Training Resources**: training@yourplatform.com
|
||||
- **Community Forum**: https://community.yourplatform.com
|
||||
- **Documentation Portal**: https://docs.yourplatform.com
|
||||
|
||||
Your role as administrator is vital to the success of your organization and the satisfaction of your users. Use this guide as a reference and continue to develop your skills to provide the best possible platform experience.
|
||||
465
docs/user-guides/best-practices.md
Normal file
465
docs/user-guides/best-practices.md
Normal file
@@ -0,0 +1,465 @@
|
||||
# Best Practices Guide
|
||||
|
||||
This guide provides best practices for using the Multi-Tenant SaaS Platform effectively in your Malaysian SME business.
|
||||
|
||||
## Business Setup Best Practices
|
||||
|
||||
### 1. Initial Configuration
|
||||
|
||||
#### Business Information
|
||||
- **Complete All Fields**: Fill in all required business information accurately
|
||||
- **Use Official Business Name**: Use your registered SSM business name
|
||||
- **Malaysian Address Format**: Follow proper Malaysian address format
|
||||
- **Update Regularly**: Keep business information current
|
||||
|
||||
#### Module Selection
|
||||
- **Choose Primary Module**: Select the module that matches your main business activity
|
||||
- **Consider Future Growth**: Think about potential business expansion
|
||||
- **Start Simple**: Begin with essential features, add advanced features later
|
||||
- **Test Thoroughly**: Test all features before full deployment
|
||||
|
||||
#### User Management
|
||||
- **Assign Appropriate Roles**: Use principle of least privilege
|
||||
- **Create Clear Role Definitions**: Document user responsibilities
|
||||
- **Regular Access Reviews**: Review user access quarterly
|
||||
- **Enable Two-Factor Authentication**: Mandate 2FA for all users
|
||||
|
||||
### 2. Data Management
|
||||
|
||||
#### Data Entry Standards
|
||||
```markdown
|
||||
# Data Entry Best Practices
|
||||
- Consistent Formatting: Use consistent formats for phone numbers, addresses, etc.
|
||||
- Complete Information: Fill in all available fields for comprehensive records
|
||||
- Regular Updates: Keep customer and product information current
|
||||
- Validation: Use platform validation features to ensure data quality
|
||||
```
|
||||
|
||||
#### Data Quality
|
||||
- **Regular Cleanups**: Schedule monthly data quality reviews
|
||||
- **Duplicate Management**: Identify and merge duplicate records
|
||||
- **Incomplete Records**: Follow up on incomplete customer information
|
||||
- **Data Validation**: Use built-in validation tools
|
||||
|
||||
#### Backup and Recovery
|
||||
- **Regular Backups**: Ensure automated backups are running
|
||||
- **Test Restores**: Periodically test backup restoration procedures
|
||||
- **Off-site Backups**: Maintain off-site backup copies
|
||||
- **Documentation**: Document backup and recovery procedures
|
||||
|
||||
### 3. Security Best Practices
|
||||
|
||||
#### Account Security
|
||||
- **Strong Passwords**: Enforce strong password policies
|
||||
- **Regular Password Changes**: Require password changes every 90 days
|
||||
- **Session Management**: Configure appropriate session timeouts
|
||||
- **Access Logs**: Review access logs regularly
|
||||
|
||||
#### Data Protection
|
||||
- **PDPA Compliance**: Follow Malaysian data protection regulations
|
||||
- **Encryption**: Ensure sensitive data is encrypted
|
||||
- **Access Control**: Limit access to sensitive information
|
||||
- **Regular Audits**: Conduct security audits quarterly
|
||||
|
||||
#### Network Security
|
||||
- **Secure Networks**: Use secure networks for platform access
|
||||
- **VPN Usage**: Use VPN for remote access
|
||||
- **Firewall Configuration**: Maintain proper firewall rules
|
||||
- **Regular Updates**: Keep systems and software updated
|
||||
|
||||
## Module-Specific Best Practices
|
||||
|
||||
### 1. Retail Module
|
||||
|
||||
#### Inventory Management
|
||||
```markdown
|
||||
# Inventory Best Practices
|
||||
- Regular Stock Takes: Perform weekly inventory counts
|
||||
- ABC Analysis: Categorize inventory by value and turnover
|
||||
- Safety Stock: Maintain appropriate safety stock levels
|
||||
- Supplier Management: Build strong supplier relationships
|
||||
- Forecasting: Use historical data for demand forecasting
|
||||
```
|
||||
|
||||
#### Customer Management
|
||||
- **Complete Profiles**: Maintain detailed customer profiles
|
||||
- **Loyalty Programs**: Implement effective loyalty programs
|
||||
- **Communication**: Regular customer communication
|
||||
- **Feedback Collection**: Collect and act on customer feedback
|
||||
- **Personalization**: Use customer data for personalization
|
||||
|
||||
#### Sales Processing
|
||||
- **SST Compliance**: Ensure proper SST calculation and documentation
|
||||
- **Payment Diversity**: Support multiple payment methods
|
||||
- **Receipt Management**: Provide digital and physical receipts
|
||||
- **Returns Processing**: Clear return and refund policies
|
||||
- **Sales Analytics**: Use sales data for business insights
|
||||
|
||||
### 2. Healthcare Module
|
||||
|
||||
#### Patient Management
|
||||
- **Complete Records**: Maintain comprehensive patient records
|
||||
- **Privacy Protection**: Strict adherence to patient confidentiality
|
||||
- **Appointment Management**: Efficient scheduling and reminders
|
||||
- **Follow-up Care**: Systematic follow-up procedures
|
||||
- **Emergency Protocols**: Clear emergency response procedures
|
||||
|
||||
#### Medical Records
|
||||
- **Accurate Documentation**: Ensure accurate and complete medical records
|
||||
- **Security**: Protect sensitive medical information
|
||||
- **Accessibility**: Ensure authorized access when needed
|
||||
- **Backup**: Regular backup of medical records
|
||||
- **Compliance**: Adhere to healthcare record regulations
|
||||
|
||||
#### Billing and Insurance
|
||||
- **Transparent Billing**: Clear and transparent billing practices
|
||||
- **Insurance Integration**: Efficient insurance claims processing
|
||||
- **Payment Options**: Multiple payment options for patients
|
||||
- **Billing Accuracy**: Ensure billing accuracy
|
||||
- **Follow-up**: Systematic follow-up on outstanding payments
|
||||
|
||||
### 3. Education Module
|
||||
|
||||
#### Student Management
|
||||
- **Complete Records**: Maintain comprehensive student records
|
||||
- **Parent Communication**: Regular communication with parents
|
||||
- **Performance Tracking**: Track academic performance
|
||||
- **Attendance Management**: Monitor and track attendance
|
||||
- **Support Services**: Provide necessary support services
|
||||
|
||||
#### Class Management
|
||||
- **Optimal Scheduling**: Efficient class scheduling
|
||||
- **Resource Allocation**: Proper resource allocation
|
||||
- **Teacher Assignment**: Appropriate teacher-student assignments
|
||||
- **Curriculum Alignment**: Ensure curriculum alignment
|
||||
- **Assessment Standards**: Maintain assessment standards
|
||||
|
||||
#### Financial Management
|
||||
- **Transparent Fee Structure**: Clear and transparent fee information
|
||||
- **Payment Options**: Multiple payment options for parents
|
||||
- **Scholarship Management**: Efficient scholarship administration
|
||||
- **Financial Reporting**: Regular financial reporting
|
||||
- **Budget Planning**: Effective budget planning
|
||||
|
||||
### 4. Logistics Module
|
||||
|
||||
#### Fleet Management
|
||||
- **Regular Maintenance**: Preventive maintenance scheduling
|
||||
- **Driver Training**: Regular driver training programs
|
||||
- **Vehicle Tracking**: Real-time vehicle tracking
|
||||
- **Fuel Management**: Efficient fuel management
|
||||
- **Compliance**: Maintain regulatory compliance
|
||||
|
||||
#### Shipment Management
|
||||
- **Accurate Documentation**: Complete and accurate documentation
|
||||
- **Real-time Tracking**: Real-time shipment tracking
|
||||
- **Customer Communication**: Regular customer updates
|
||||
- **Route Optimization**: Efficient route planning
|
||||
- **Performance Monitoring**: Monitor delivery performance
|
||||
|
||||
#### Warehouse Management
|
||||
- **Organization**: Systematic warehouse organization
|
||||
- **Inventory Control**: Effective inventory control
|
||||
- **Safety Protocols**: Strict safety protocols
|
||||
- **Efficiency Optimization**: Continuous efficiency improvements
|
||||
- **Technology Integration**: Leverage technology solutions
|
||||
|
||||
### 5. Beauty Module
|
||||
|
||||
#### Client Management
|
||||
- **Personalized Service**: Personalized client experiences
|
||||
- **Preference Tracking**: Track client preferences
|
||||
- **Loyalty Programs**: Effective loyalty programs
|
||||
- **Communication**: Regular client communication
|
||||
- **Feedback Collection**: Collect and act on feedback
|
||||
|
||||
#### Service Management
|
||||
- **Quality Standards**: Maintain high service quality
|
||||
- **Staff Training**: Regular staff training
|
||||
- **Service Innovation**: Introduce new services
|
||||
- **Pricing Strategy**: Strategic pricing
|
||||
- **Appointment Management**: Efficient appointment scheduling
|
||||
|
||||
#### Product Management
|
||||
- **Quality Products**: Offer high-quality products
|
||||
- **Inventory Control**: Effective inventory management
|
||||
- **Supplier Relationships**: Strong supplier relationships
|
||||
- **Product Knowledge**: Staff product knowledge
|
||||
- **Sales Integration**: Integrate product sales with services
|
||||
|
||||
## Malaysian Business Environment
|
||||
|
||||
### 1. Cultural Considerations
|
||||
|
||||
#### Business Etiquette
|
||||
- **Respect**: Show respect in all business interactions
|
||||
- **Relationship Building**: Focus on building long-term relationships
|
||||
- **Patience**: Practice patience in business dealings
|
||||
- **Formality**: Maintain appropriate formality
|
||||
- **Gift Giving**: Understand local gift-giving customs
|
||||
|
||||
#### Communication
|
||||
- **Language**: Use appropriate languages (Bahasa Malaysia, English, Chinese, Tamil)
|
||||
- **Respect**: Show respect in communication
|
||||
- **Indirect Communication**: Understand indirect communication styles
|
||||
- **Hierarchy**: Respect organizational hierarchy
|
||||
- **Non-verbal Communication**: Pay attention to non-verbal cues
|
||||
|
||||
#### Religious Considerations
|
||||
- **Prayer Times**: Respect prayer times for Muslim employees and customers
|
||||
- **Religious Holidays**: Observe religious holidays
|
||||
- **Dietary Restrictions**: Consider dietary restrictions
|
||||
- **Dress Code**: Appropriate dress for religious contexts
|
||||
- **Gender Considerations**: Respect gender norms
|
||||
|
||||
### 2. Regulatory Compliance
|
||||
|
||||
#### SST Compliance
|
||||
```markdown
|
||||
# SST Best Practices
|
||||
- Understand Regulations: Stay informed about SST regulations
|
||||
- Proper Documentation: Maintain proper SST documentation
|
||||
- Regular Reviews: Regular SST compliance reviews
|
||||
- Professional Advice: Consult with tax professionals
|
||||
- System Updates: Keep systems updated with SST rates
|
||||
```
|
||||
|
||||
#### PDPA Compliance
|
||||
- **Consent Management**: Proper consent management
|
||||
- **Data Protection**: Implement data protection measures
|
||||
- **Access Control**: Control access to personal data
|
||||
- **Breach Procedures**: Have data breach procedures
|
||||
- **Regular Audits**: Conduct regular compliance audits
|
||||
|
||||
#### Industry Regulations
|
||||
- **Stay Informed**: Keep up with industry regulations
|
||||
- **Professional Advice**: Consult with industry experts
|
||||
- **Compliance Programs**: Implement compliance programs
|
||||
- **Training**: Regular compliance training
|
||||
- **Documentation**: Maintain compliance documentation
|
||||
|
||||
### 3. Market Considerations
|
||||
|
||||
#### Local Market Understanding
|
||||
- **Market Research**: Regular market research
|
||||
- **Customer Preferences**: Understand local customer preferences
|
||||
- **Competitive Analysis**: Monitor competitors
|
||||
- **Trend Awareness**: Stay aware of market trends
|
||||
- **Local Networks**: Build local business networks
|
||||
|
||||
#### Pricing Strategies
|
||||
- **Market-based Pricing**: Use market-based pricing strategies
|
||||
- **Competitive Analysis**: Regular competitive analysis
|
||||
- **Value Proposition**: Clear value proposition
|
||||
- **Promotion Strategies**: Effective promotion strategies
|
||||
- **Customer Perception**: Monitor customer price perception
|
||||
|
||||
### 4. Technology Adoption
|
||||
|
||||
#### Digital Transformation
|
||||
- **Gradual Implementation**: Implement technology gradually
|
||||
- **Training**: Comprehensive user training
|
||||
- **Change Management**: Effective change management
|
||||
- **ROI Focus**: Focus on return on investment
|
||||
- **Continuous Improvement**: Continuous improvement approach
|
||||
|
||||
#### Mobile Adoption
|
||||
- **Mobile-First**: Consider mobile-first approach
|
||||
- **User Experience**: Focus on user experience
|
||||
- **Performance**: Optimize for performance
|
||||
- **Security**: Ensure mobile security
|
||||
- **Integration**: Integrate with existing systems
|
||||
|
||||
## Operational Excellence
|
||||
|
||||
### 1. Process Optimization
|
||||
|
||||
#### Workflow Design
|
||||
- **Efficiency**: Design efficient workflows
|
||||
- **Standardization**: Standardize processes
|
||||
- **Automation**: Automate repetitive tasks
|
||||
- **Measurement**: Measure process performance
|
||||
- **Continuous Improvement**: Continuous process improvement
|
||||
|
||||
#### Quality Management
|
||||
- **Quality Standards**: Establish quality standards
|
||||
- **Quality Control**: Implement quality control measures
|
||||
- **Continuous Improvement**: Focus on continuous improvement
|
||||
- **Customer Feedback**: Use customer feedback for improvement
|
||||
- **Performance Metrics**: Track quality metrics
|
||||
|
||||
### 2. Customer Experience
|
||||
|
||||
#### Service Excellence
|
||||
- **Customer Focus**: Maintain customer focus
|
||||
- **Responsiveness**: Be responsive to customer needs
|
||||
- **Personalization**: Personalize customer interactions
|
||||
- **Problem Resolution**: Effective problem resolution
|
||||
- **Feedback Integration**: Integrate customer feedback
|
||||
|
||||
#### Communication
|
||||
- **Clear Communication**: Maintain clear communication
|
||||
- **Multi-channel**: Use multiple communication channels
|
||||
- **Timely Responses**: Provide timely responses
|
||||
- **Professionalism**: Maintain professional communication
|
||||
- **Cultural Sensitivity**: Be culturally sensitive
|
||||
|
||||
### 3. Financial Management
|
||||
|
||||
#### Cash Flow Management
|
||||
- **Monitoring**: Monitor cash flow regularly
|
||||
- **Forecasting**: Use cash flow forecasting
|
||||
- **Cost Control**: Implement cost control measures
|
||||
- **Revenue Optimization**: Focus on revenue optimization
|
||||
- **Financial Planning**: Maintain financial planning
|
||||
|
||||
#### Budgeting
|
||||
- **Realistic Budgets**: Create realistic budgets
|
||||
- **Regular Reviews**: Review budgets regularly
|
||||
- **Variance Analysis**: Analyze budget variances
|
||||
- **Adjustments**: Make necessary adjustments
|
||||
- **Strategic Alignment**: Align budgets with strategy
|
||||
|
||||
## Technology Best Practices
|
||||
|
||||
### 1. System Usage
|
||||
|
||||
#### Efficient Navigation
|
||||
- **Keyboard Shortcuts**: Learn keyboard shortcuts
|
||||
- **Favorites**: Use favorites for frequent actions
|
||||
- **Search**: Use search functionality effectively
|
||||
- **Dashboards**: Customize dashboards for efficiency
|
||||
- **Mobile Access**: Use mobile apps for remote access
|
||||
|
||||
#### Data Entry
|
||||
- **Batch Processing**: Use batch processing when possible
|
||||
- **Templates**: Use templates for common tasks
|
||||
- **Validation**: Use system validation features
|
||||
- **Automation**: Automate repetitive tasks
|
||||
- **Quality Checks**: Implement data quality checks
|
||||
|
||||
### 2. Integration
|
||||
|
||||
#### Third-party Integrations
|
||||
- **Strategic Integration**: Integrate strategically
|
||||
- **Data Flow**: Ensure proper data flow
|
||||
- **Security**: Maintain integration security
|
||||
- **Testing**: Thoroughly test integrations
|
||||
- **Monitoring**: Monitor integration performance
|
||||
|
||||
#### API Usage
|
||||
- **Rate Limits**: Respect API rate limits
|
||||
- **Error Handling**: Implement proper error handling
|
||||
- **Security**: Secure API usage
|
||||
- **Documentation**: Follow API documentation
|
||||
- **Testing**: Test API integrations thoroughly
|
||||
|
||||
### 3. Security
|
||||
|
||||
#### Access Management
|
||||
- **Principle of Least Privilege**: Apply least privilege principle
|
||||
- **Regular Reviews**: Regular access reviews
|
||||
- **Audit Trails**: Maintain audit trails
|
||||
- **Termination Procedures**: Proper access termination
|
||||
- **Incident Response**: Have incident response procedures
|
||||
|
||||
#### Data Protection
|
||||
- **Encryption**: Use encryption for sensitive data
|
||||
- **Backups**: Regular data backups
|
||||
- **Access Controls**: Implement access controls
|
||||
- **Monitoring**: Monitor data access
|
||||
- **Compliance**: Maintain compliance with regulations
|
||||
|
||||
## Training and Development
|
||||
|
||||
### 1. User Training
|
||||
|
||||
#### Onboarding
|
||||
- **Structured Onboarding**: Implement structured onboarding
|
||||
- **Role-specific Training**: Provide role-specific training
|
||||
- **Hands-on Practice**: Include hands-on practice
|
||||
- **Assessment**: Assess training effectiveness
|
||||
- **Continuous Learning**: Encourage continuous learning
|
||||
|
||||
#### Ongoing Training
|
||||
- **Regular Updates**: Regular training updates
|
||||
- **New Features**: Training on new features
|
||||
- **Best Practices**: Reinforce best practices
|
||||
- **Knowledge Sharing**: Encourage knowledge sharing
|
||||
- **Feedback**: Collect and act on training feedback
|
||||
|
||||
### 2. Documentation
|
||||
|
||||
#### User Guides
|
||||
- **Comprehensive**: Create comprehensive user guides
|
||||
- **Accessible**: Make guides easily accessible
|
||||
- **Updated**: Keep guides updated
|
||||
- **Multilingual**: Consider multilingual documentation
|
||||
- **Visual**: Use visual aids in documentation
|
||||
|
||||
#### Process Documentation
|
||||
- **Clear Processes**: Document clear processes
|
||||
- **Step-by-step**: Provide step-by-step instructions
|
||||
- **Examples**: Include examples
|
||||
- **Troubleshooting**: Include troubleshooting guides
|
||||
- **Maintenance**: Keep documentation current
|
||||
|
||||
## Performance Optimization
|
||||
|
||||
### 1. System Performance
|
||||
|
||||
#### Optimization Techniques
|
||||
- **Regular Maintenance**: Regular system maintenance
|
||||
- **Performance Monitoring**: Monitor system performance
|
||||
- **Resource Management**: Manage system resources effectively
|
||||
- **Load Balancing**: Implement load balancing when needed
|
||||
- **Caching**: Use caching strategies effectively
|
||||
|
||||
#### User Experience
|
||||
- **Response Time**: Monitor and optimize response times
|
||||
- **Interface Design**: Optimize interface design
|
||||
- **Mobile Experience**: Optimize mobile experience
|
||||
- **Accessibility**: Ensure accessibility compliance
|
||||
- **Feedback**: Collect and act on user feedback
|
||||
|
||||
### 2. Business Performance
|
||||
|
||||
#### KPI Management
|
||||
- **Relevant KPIs**: Focus on relevant KPIs
|
||||
- **Regular Monitoring**: Monitor KPIs regularly
|
||||
- **Targets**: Set realistic targets
|
||||
- **Analysis**: Analyze KPI trends
|
||||
- **Action**: Take action based on KPI analysis
|
||||
|
||||
#### Continuous Improvement
|
||||
- **Kaizen Approach**: Implement continuous improvement
|
||||
- **Feedback Loops**: Create feedback loops
|
||||
- **Innovation**: Encourage innovation
|
||||
- **Learning**: Foster learning culture
|
||||
- **Adaptation**: Adapt to changing conditions
|
||||
|
||||
## Conclusion
|
||||
|
||||
Following these best practices will help you maximize the value of the Multi-Tenant SaaS Platform for your Malaysian SME business. Remember to:
|
||||
|
||||
1. **Start Simple**: Begin with essential features and expand gradually
|
||||
2. **Stay Compliant**: Maintain compliance with Malaysian regulations
|
||||
3. **Focus on Customers**: Keep customer experience at the center
|
||||
4. **Continuous Learning**: Continuously learn and improve
|
||||
5. **Leverage Technology**: Use technology to drive efficiency
|
||||
|
||||
### Key Takeaways
|
||||
- **Consistency**: Apply practices consistently across the organization
|
||||
- **Training**: Invest in comprehensive user training
|
||||
- **Monitoring**: Regular monitoring and performance review
|
||||
- **Adaptation**: Adapt practices to your specific business needs
|
||||
- **Improvement**: Focus on continuous improvement
|
||||
|
||||
### Resources for Additional Learning
|
||||
- **Knowledge Base**: Comprehensive platform documentation
|
||||
- **Training Programs**: Formal training and certification
|
||||
- **Community Forum**: User community and support
|
||||
- **Professional Services**: Consulting and implementation services
|
||||
- **Industry Groups**: Industry-specific associations and groups
|
||||
|
||||
By implementing these best practices, you'll be well-positioned to succeed with the Multi-Tenant SaaS Platform and grow your Malaysian SME business effectively.
|
||||
490
docs/user-guides/faq.md
Normal file
490
docs/user-guides/faq.md
Normal file
@@ -0,0 +1,490 @@
|
||||
# Frequently Asked Questions (FAQ)
|
||||
|
||||
This FAQ addresses common questions about the Multi-Tenant SaaS Platform for Malaysian SMEs.
|
||||
|
||||
## Getting Started
|
||||
|
||||
### Account Setup
|
||||
|
||||
**Q: How do I create an account?**
|
||||
A: Visit our registration page at [https://app.yourplatform.com/register](https://app.yourplatform.com/register) and follow the simple registration process.
|
||||
|
||||
**Q: What information do I need to register?**
|
||||
A: You'll need:
|
||||
- Business email address
|
||||
- Business registration number (SSM)
|
||||
- Malaysian phone number
|
||||
- Basic business information
|
||||
|
||||
**Q: Is there a free trial available?**
|
||||
A: Yes, we offer a 14-day free trial with full access to all features.
|
||||
|
||||
**Q: Can I change my business type after registration?**
|
||||
A: Yes, you can change your business type within the first 30 days of registration.
|
||||
|
||||
### Module Selection
|
||||
|
||||
**Q: How do I choose the right module for my business?**
|
||||
A: Select the module that best matches your primary business activity:
|
||||
- **Retail**: Product sales, inventory management
|
||||
- **Healthcare**: Clinics, hospitals, medical services
|
||||
- **Education**: Schools, tuition centers, training institutes
|
||||
- **Logistics**: Delivery services, fleet management
|
||||
- **Beauty**: Salons, spas, beauty services
|
||||
|
||||
**Q: Can I use multiple modules?**
|
||||
A: Yes, you can enable multiple modules if your business spans multiple industries.
|
||||
|
||||
**Q: Can I switch modules later?**
|
||||
A: Yes, you can switch modules, but data migration may be required.
|
||||
|
||||
### Data Import
|
||||
|
||||
**Q: Can I import my existing data?**
|
||||
A: Yes, we support CSV imports for most data types including customers, products, and transaction history.
|
||||
|
||||
**Q: What data formats are supported?**
|
||||
A: We support CSV, Excel, and JSON formats for data import.
|
||||
|
||||
**Q: Is there a limit to the amount of data I can import?**
|
||||
A: Free trial accounts have import limits. Paid plans have higher or unlimited import capacity.
|
||||
|
||||
## Technical Requirements
|
||||
|
||||
### System Requirements
|
||||
|
||||
**Q: What browsers are supported?**
|
||||
A: We support the latest versions of Chrome, Firefox, Safari, and Edge.
|
||||
|
||||
**Q: Do I need to install any software?**
|
||||
A: No, our platform is cloud-based and requires no software installation.
|
||||
|
||||
**Q: Is there a mobile app available?**
|
||||
A: Yes, we have iOS and Android apps available for download.
|
||||
|
||||
### Internet Requirements
|
||||
|
||||
**Q: What internet speed is required?**
|
||||
A: Minimum 5 Mbps download speed is recommended for optimal performance.
|
||||
|
||||
**Q: Can I use the platform offline?**
|
||||
A: Limited offline functionality is available through our mobile apps.
|
||||
|
||||
**Q: What happens if my internet connection is lost?**
|
||||
A: Data is automatically synced when your connection is restored.
|
||||
|
||||
## Security
|
||||
|
||||
### Data Security
|
||||
|
||||
**Q: How is my data protected?**
|
||||
A: We use industry-standard encryption, secure data centers, and regular security audits.
|
||||
|
||||
**Q: Where is my data stored?**
|
||||
A: Your data is stored in secure data centers within Malaysia.
|
||||
|
||||
**Q: Is my data backed up?**
|
||||
A: Yes, we perform automated daily backups with point-in-time recovery options.
|
||||
|
||||
**Q: Who owns my data?**
|
||||
A: You maintain full ownership of your data at all times.
|
||||
|
||||
### Account Security
|
||||
|
||||
**Q: How do I enable two-factor authentication (2FA)?**
|
||||
A: Go to Settings → Security → Two-Factor Authentication to enable 2FA.
|
||||
|
||||
**Q: What happens if I forget my password?**
|
||||
A: Use the "Forgot Password" link on the login page to reset your password.
|
||||
|
||||
**Q: Can I restrict access to certain features?**
|
||||
A: Yes, you can configure user roles and permissions to control access.
|
||||
|
||||
**Q: How do I know if someone accessed my account?**
|
||||
A: You can view account activity logs in the Security section of your account.
|
||||
|
||||
## Billing and Payments
|
||||
|
||||
### Pricing and Plans
|
||||
|
||||
**Q: How much does the platform cost?**
|
||||
A: Pricing varies based on your selected modules and business size. View our pricing page for details.
|
||||
|
||||
**Q: Are there any hidden fees?**
|
||||
A: No, we have transparent pricing with no hidden fees.
|
||||
|
||||
**Q: Can I change my plan at any time?**
|
||||
A: Yes, you can upgrade or downgrade your plan at any time.
|
||||
|
||||
**Q: Do you offer discounts for annual payments?**
|
||||
A: Yes, we offer a 20% discount for annual billing.
|
||||
|
||||
### Payment Methods
|
||||
|
||||
**Q: What payment methods do you accept?**
|
||||
A: We accept credit/debit cards, online banking, and Malaysian e-wallets.
|
||||
|
||||
**Q: Can I pay with Touch 'n Go or GrabPay?**
|
||||
A: Yes, we support Touch 'n Go, GrabPay, and other Malaysian payment methods.
|
||||
|
||||
**Q: Are payments processed in MYR?**
|
||||
A: Yes, all payments are processed in Malaysian Ringgit.
|
||||
|
||||
**Q: Is SST applied to subscription fees?**
|
||||
A: SST is applied as required by Malaysian tax regulations.
|
||||
|
||||
### Invoicing and Receipts
|
||||
|
||||
**Q: How do I get my invoice?**
|
||||
A: Invoices are automatically generated and available in your account dashboard.
|
||||
|
||||
**Q: Can I get a formal receipt for tax purposes?**
|
||||
A: Yes, you can download official receipts from your account.
|
||||
|
||||
**Q: Can I claim subscription fees as business expenses?**
|
||||
A: Yes, our platform is a legitimate business expense.
|
||||
|
||||
## Malaysian Compliance
|
||||
|
||||
### SST (Sales and Service Tax)
|
||||
|
||||
**Q: Does the platform handle SST automatically?**
|
||||
A: Yes, SST is calculated automatically based on your configuration.
|
||||
|
||||
**Q: How do I set up SST rates?**
|
||||
A: Go to Settings → Tax → SST Configuration to set up your SST rates.
|
||||
|
||||
**Q: Can the platform generate SST-compliant invoices?**
|
||||
A: Yes, all invoices generated are SST-compliant.
|
||||
|
||||
**Q: Do you provide SST reporting?**
|
||||
A: Yes, we provide comprehensive SST reporting for tax filing.
|
||||
|
||||
### PDPA (Personal Data Protection Act)
|
||||
|
||||
**Q: Is the platform PDPA-compliant?**
|
||||
A: Yes, we fully comply with Malaysian PDPA requirements.
|
||||
|
||||
**Q: How is customer data protected under PDPA?**
|
||||
A: We implement data protection measures as required by PDPA.
|
||||
|
||||
**Q: Can customers request data deletion?**
|
||||
A: Yes, customers can request data deletion as per PDPA requirements.
|
||||
|
||||
**Q: Do you provide data processing agreements?**
|
||||
A: Yes, we provide DPA agreements for all business customers.
|
||||
|
||||
### Malaysian Business Registration
|
||||
|
||||
**Q: Do I need to provide my business registration number?**
|
||||
A: Yes, Malaysian business registration is required for account setup.
|
||||
|
||||
**Q: Can I use the platform without SSM registration?**
|
||||
A: No, valid SSM registration is required for Malaysian businesses.
|
||||
|
||||
**Q: How do I update my business registration details?**
|
||||
A: Go to Settings → Business Information to update your registration details.
|
||||
|
||||
## Features and Functionality
|
||||
|
||||
### General Features
|
||||
|
||||
**Q: Can I customize the platform for my business?**
|
||||
A: Yes, we offer customization options for branding and workflows.
|
||||
|
||||
**Q: Is there an API available?**
|
||||
A: Yes, we provide a comprehensive REST API for integrations.
|
||||
|
||||
**Q: Can I integrate with other software?**
|
||||
A: Yes, we support integrations with popular business software.
|
||||
|
||||
**Q: Is there a limit to the number of users?**
|
||||
A: User limits vary by plan. Contact sales for custom user limits.
|
||||
|
||||
### Mobile Access
|
||||
|
||||
**Q: Is there a mobile app available?**
|
||||
A: Yes, we have apps for both iOS and Android devices.
|
||||
|
||||
**Q: What features are available on mobile?**
|
||||
A: Mobile apps support core features including data access, notifications, and basic operations.
|
||||
|
||||
**Q: Can I use the platform offline on mobile?**
|
||||
A: Limited offline functionality is available with automatic sync when online.
|
||||
|
||||
### Reporting and Analytics
|
||||
|
||||
**Q: What types of reports are available?**
|
||||
A: We offer comprehensive reports including sales, financial, customer, and operational reports.
|
||||
|
||||
**Q: Can I create custom reports?**
|
||||
A: Yes, you can create custom reports using our report builder.
|
||||
|
||||
**Q: Can I export reports to Excel or PDF?**
|
||||
A: Yes, reports can be exported in multiple formats.
|
||||
|
||||
**Q: Is real-time reporting available?**
|
||||
A: Yes, most reports update in real-time as data is entered.
|
||||
|
||||
## Module-Specific Questions
|
||||
|
||||
### Retail Module
|
||||
|
||||
**Q: Can I manage multiple store locations?**
|
||||
A: Yes, the retail module supports multi-location inventory management.
|
||||
|
||||
**Q: Does the platform integrate with barcode scanners?**
|
||||
A: Yes, we support integration with popular barcode scanners.
|
||||
|
||||
**Q: Can I track customer loyalty points?**
|
||||
A: Yes, we have built-in loyalty program management.
|
||||
|
||||
**Q: Does the platform support SST for retail?**
|
||||
A: Yes, SST is automatically calculated and applied to retail transactions.
|
||||
|
||||
### Healthcare Module
|
||||
|
||||
**Q: Is the platform KKM-compliant?**
|
||||
A: Yes, we comply with Malaysian Ministry of Health regulations.
|
||||
|
||||
**Q: Can I manage multiple practitioners?**
|
||||
A: Yes, you can manage multiple healthcare practitioners with different roles.
|
||||
|
||||
**Q: Does the platform support electronic health records?**
|
||||
A: Yes, we provide comprehensive EHR functionality.
|
||||
|
||||
**Q: Can I integrate with Malaysian insurance providers?**
|
||||
A: Yes, we support integration with major Malaysian insurance companies.
|
||||
|
||||
### Education Module
|
||||
|
||||
**Q: Does the platform support Malaysian curriculum?**
|
||||
A: Yes, we support KSSR/KSSM curriculum standards.
|
||||
|
||||
**Q: Can I manage multiple academic years?**
|
||||
A: Yes, you can manage multiple academic years simultaneously.
|
||||
|
||||
**Q: Does the platform support Malaysian assessment systems?**
|
||||
A: Yes, we support UPSR, PT3, SPM, and STPM assessment systems.
|
||||
|
||||
**Q: Can I generate Malaysian education reports?**
|
||||
A: Yes, we provide reports compliant with Malaysian education requirements.
|
||||
|
||||
### Logistics Module
|
||||
|
||||
**Q: Does the platform support GPS tracking?**
|
||||
A: Yes, we provide real-time GPS tracking for vehicles.
|
||||
|
||||
**Q: Can I manage multiple delivery routes?**
|
||||
A: Yes, our route optimization supports multiple delivery routes.
|
||||
|
||||
**Q: Does the platform integrate with PUSPAKOM?**
|
||||
A: Yes, we support PUSPAKOM compliance for vehicle inspections.
|
||||
|
||||
**Q: Can I calculate Malaysian toll charges?**
|
||||
A: Yes, we support toll calculation for Malaysian highways.
|
||||
|
||||
### Beauty Module
|
||||
|
||||
**Q: Is the platform KKM-compliant for beauty services?**
|
||||
A: Yes, we comply with KKM regulations for beauty salons.
|
||||
|
||||
**Q: Can I manage multiple therapists?**
|
||||
A: Yes, you can manage multiple beauty therapists with schedules.
|
||||
|
||||
**Q: Does the platform support halal certification?**
|
||||
A: Yes, we support JAKIM halal certification tracking.
|
||||
|
||||
**Q: Can I manage product inventory?**
|
||||
A: Yes, we provide inventory management for beauty products.
|
||||
|
||||
## Integration and API
|
||||
|
||||
### Third-Party Integrations
|
||||
|
||||
**Q: Can I integrate with accounting software?**
|
||||
A: Yes, we support integration with popular Malaysian accounting software.
|
||||
|
||||
**Q: Does the platform integrate with Malaysian banks?**
|
||||
A: Yes, we support integration with major Malaysian banks.
|
||||
|
||||
**Q: Can I connect with e-commerce platforms?**
|
||||
A: Yes, we support integration with popular e-commerce platforms.
|
||||
|
||||
**Q: Is there a Zapier integration available?**
|
||||
A: Yes, we support Zapier for connecting with thousands of other apps.
|
||||
|
||||
### API Usage
|
||||
|
||||
**Q: Is there an API rate limit?**
|
||||
A: Yes, API rate limits vary by plan. Contact us for custom limits.
|
||||
|
||||
**Q: What authentication methods are supported?**
|
||||
A: We support API key authentication and OAuth 2.0.
|
||||
|
||||
**Q: Can I access the API via mobile apps?**
|
||||
A: Yes, our mobile apps use the same API as the web platform.
|
||||
|
||||
**Q: Is there SDK available for developers?**
|
||||
A: Yes, we provide SDKs for Python, JavaScript, and other languages.
|
||||
|
||||
## Support and Training
|
||||
|
||||
### Getting Help
|
||||
|
||||
**Q: What support options are available?**
|
||||
A: We offer email support, live chat, phone support, and an extensive knowledge base.
|
||||
|
||||
**Q: What are your support hours?**
|
||||
A: Standard support is available Monday-Friday, 9AM-6PM MYT. Premium support is available 24/7.
|
||||
|
||||
**Q: How do I report a bug?**
|
||||
A: You can report bugs through our support portal or community forum.
|
||||
|
||||
**Q: Is there a community forum available?**
|
||||
A: Yes, we have an active community forum for user discussions and support.
|
||||
|
||||
### Training Resources
|
||||
|
||||
**Q: Do you provide training for new users?**
|
||||
A: Yes, we offer comprehensive onboarding and training programs.
|
||||
|
||||
**Q: Are there video tutorials available?**
|
||||
A: Yes, we have an extensive library of video tutorials.
|
||||
|
||||
**Q: Do you offer certification programs?**
|
||||
A: Yes, we offer certification programs for platform administrators.
|
||||
|
||||
**Q: Can I schedule personalized training?**
|
||||
A: Yes, we offer personalized training sessions for enterprise customers.
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### Common Issues
|
||||
|
||||
**Q: I'm having trouble logging in. What should I do?**
|
||||
A: First, try resetting your password. If that doesn't work, clear your browser cache and cookies, or try a different browser.
|
||||
|
||||
**Q: The platform is running slowly. What can I do?**
|
||||
A: Check your internet connection, clear browser cache, and ensure you're using a supported browser.
|
||||
|
||||
**Q: I can't import my data. What's wrong?**
|
||||
A: Check that your CSV file is properly formatted and all required fields are included. Contact support if issues persist.
|
||||
|
||||
**Q: My payment failed. What should I do?**
|
||||
A: Check your payment method details and try again. Contact support if problems continue.
|
||||
|
||||
### Error Messages
|
||||
|
||||
**Q: What does "Invalid credentials" mean?**
|
||||
A: This means your username or password is incorrect. Try resetting your password.
|
||||
|
||||
**Q: What does "Connection timeout" mean?**
|
||||
A: This usually indicates internet connectivity issues. Check your connection and try again.
|
||||
|
||||
**Q: What does "Module not available" mean?**
|
||||
A: This means the selected module is not enabled for your account. Contact support to enable it.
|
||||
|
||||
### Performance Issues
|
||||
|
||||
**Q: Why is the platform loading slowly?**
|
||||
A: This could be due to internet connection, browser issues, or high system load. Try the troubleshooting steps mentioned above.
|
||||
|
||||
**Q: Can I improve platform performance?**
|
||||
A: Yes, using a modern browser, stable internet connection, and regular maintenance can improve performance.
|
||||
|
||||
**Q: What if the platform is down?**
|
||||
A: Check our status page for system status updates. Follow us on social media for outage notifications.
|
||||
|
||||
## Data Management
|
||||
|
||||
### Backup and Recovery
|
||||
|
||||
**Q: How often is my data backed up?**
|
||||
A: We perform automated daily backups with point-in-time recovery options.
|
||||
|
||||
**Q: Can I restore data from a specific date?**
|
||||
A: Yes, you can restore data from any point within the retention period.
|
||||
|
||||
**Q: How do I export my data?**
|
||||
A: You can export data through the Settings → Data Export section.
|
||||
|
||||
**Q: Can I delete my account and data?**
|
||||
A: Yes, you can request account deletion, which will permanently remove your data.
|
||||
|
||||
### Data Migration
|
||||
|
||||
**Q: Can I migrate data from another system?**
|
||||
A: Yes, we provide data migration services for customers switching from other systems.
|
||||
|
||||
**Q: What data can be migrated?**
|
||||
A: Most common business data types can be migrated including customers, products, transactions, and more.
|
||||
|
||||
**Q: How long does data migration take?**
|
||||
A: Migration time varies based on data volume and complexity, typically 1-7 business days.
|
||||
|
||||
**Q: Is there a fee for data migration?**
|
||||
A: Basic migration is included in most plans. Complex migrations may have additional fees.
|
||||
|
||||
## Mobile App Questions
|
||||
|
||||
### App Installation
|
||||
|
||||
**Q: Where can I download the mobile app?**
|
||||
A: Our apps are available on the Apple App Store and Google Play Store.
|
||||
|
||||
**Q: Is the mobile app free?**
|
||||
A: Yes, the mobile app is free for all platform users.
|
||||
|
||||
**Q: What devices are supported?**
|
||||
A: We support iOS 12+ and Android 8+ devices.
|
||||
|
||||
### Mobile Features
|
||||
|
||||
**Q: What can I do on the mobile app?**
|
||||
A: You can view data, receive notifications, process transactions, and perform most basic operations.
|
||||
|
||||
**Q: Can I work offline on mobile?**
|
||||
A: Limited offline functionality is available with automatic sync when online.
|
||||
|
||||
**Q: Are mobile notifications available?**
|
||||
A: Yes, push notifications are available for important updates and alerts.
|
||||
|
||||
## Future Updates
|
||||
|
||||
### Upcoming Features
|
||||
|
||||
**Q: What features are coming soon?**
|
||||
A: We regularly release new features. Check our roadmap for upcoming updates.
|
||||
|
||||
**Q: Can I suggest new features?**
|
||||
A: Yes, we welcome feature suggestions through our feedback portal.
|
||||
|
||||
**Q: How often do you release updates?**
|
||||
A: We release minor updates monthly and major updates quarterly.
|
||||
|
||||
**Q: How do I stay informed about updates?**
|
||||
A: Subscribe to our newsletter and follow our blog for update announcements.
|
||||
|
||||
### Beta Programs
|
||||
|
||||
**Q: Do you have a beta program for new features?**
|
||||
A: Yes, we offer beta programs for testing new features before general release.
|
||||
|
||||
**Q: How do I join the beta program?**
|
||||
A: Contact our support team to express interest in beta testing.
|
||||
|
||||
**Q: Is there a discount for beta testers?**
|
||||
A: Yes, beta testers often receive special pricing and exclusive access.
|
||||
|
||||
## Still Have Questions?
|
||||
|
||||
If you don't find the answer to your question here, please:
|
||||
|
||||
1. **Check our Knowledge Base**: Comprehensive guides and tutorials
|
||||
2. **Visit our Community Forum**: Connect with other users
|
||||
3. **Contact Support**: Email support@yourplatform.com
|
||||
4. **Live Chat**: Available through the platform
|
||||
5. **Phone Support**: +60123456789 (Mon-Fri, 9AM-6PM MYT)
|
||||
|
||||
We're here to help you succeed with our platform!
|
||||
426
docs/user-guides/getting-started.md
Normal file
426
docs/user-guides/getting-started.md
Normal file
@@ -0,0 +1,426 @@
|
||||
# Getting Started Guide
|
||||
|
||||
Welcome to the Multi-Tenant SaaS Platform for Malaysian SMEs! This guide will help you get up and running quickly.
|
||||
|
||||
## First Steps
|
||||
|
||||
### 1. Account Creation
|
||||
|
||||
#### Step 1: Register Your Account
|
||||
1. Go to [https://app.yourplatform.com/register](https://app.yourplatform.com/register)
|
||||
2. Enter your business email address
|
||||
3. Create a strong password (minimum 8 characters)
|
||||
4. Click "Register" to create your account
|
||||
|
||||
#### Step 2: Email Verification
|
||||
1. Check your email for a verification message
|
||||
2. Click the verification link in the email
|
||||
3. If you don't see the email, check your spam folder
|
||||
4. Request a new verification email if needed
|
||||
|
||||
#### Step 3: Complete Your Profile
|
||||
1. Log in to your account
|
||||
2. Complete your personal information:
|
||||
- Full name
|
||||
- Phone number (Malaysian format: +60123456789)
|
||||
- Company name
|
||||
- Job title
|
||||
|
||||
### 2. Business Setup
|
||||
|
||||
#### Step 1: Business Information
|
||||
Provide your business details:
|
||||
- **Business Name**: Your registered business name
|
||||
- **Business Type**: Select from retail, healthcare, education, logistics, or beauty
|
||||
- **Registration Number**: Malaysian business registration number (SSM)
|
||||
- **Business Address**: Complete Malaysian address format
|
||||
- **Contact Information**: Business phone and email
|
||||
|
||||
#### Step 2: Choose Your Module
|
||||
Select the industry module that matches your business:
|
||||
- **Retail**: Product sales, inventory management, customer loyalty
|
||||
- **Healthcare**: Patient management, appointments, medical records
|
||||
- **Education**: Student management, class scheduling, enrollment
|
||||
- **Logistics**: Shipment tracking, vehicle management, delivery
|
||||
- **Beauty**: Client management, service booking, appointments
|
||||
|
||||
#### Step 3: Configure Basic Settings
|
||||
Set up essential business settings:
|
||||
- **Currency**: Malaysian Ringgit (MYR)
|
||||
- **Timezone**: Asia/Kuala Lumpur (UTC+8)
|
||||
- **Language**: English, Bahasa Malaysia, or Chinese
|
||||
- **SST Rate**: 6% (default for Malaysian businesses)
|
||||
|
||||
### 3. Module Configuration
|
||||
|
||||
#### Retail Module Setup
|
||||
If you chose the Retail module:
|
||||
1. **Product Categories**: Set up your product categories
|
||||
2. **Tax Settings**: Configure SST rates
|
||||
3. **Payment Methods**: Enable Malaysian payment options:
|
||||
- Touch 'n Go
|
||||
- GrabPay
|
||||
- Online banking (Maybank2U, CIMB Clicks)
|
||||
- Credit/Debit cards
|
||||
4. **Inventory Settings**: Set up stock alerts and reordering
|
||||
|
||||
#### Healthcare Module Setup
|
||||
If you chose the Healthcare module:
|
||||
1. **Practice Information**: Clinic/hospital details
|
||||
2. **Staff Management**: Add healthcare practitioners
|
||||
3. **Service Categories**: Medical services offered
|
||||
4. **Appointment Settings**: Configure scheduling rules
|
||||
5. **Insurance Integration**: Set up Malaysian insurance providers
|
||||
|
||||
#### Education Module Setup
|
||||
If you chose the Education module:
|
||||
1. **Institution Details**: School/institution information
|
||||
2. **Academic Year**: Set up academic calendar
|
||||
3. **Grade Levels**: Configure Malaysian education levels
|
||||
4. **Staff Management**: Add teachers and administrators
|
||||
5. **Fee Structure**: Set up tuition and other fees
|
||||
|
||||
#### Logistics Module Setup
|
||||
If you chose the Logistics module:
|
||||
1. **Fleet Information**: Add vehicles and drivers
|
||||
2. **Service Areas**: Define delivery regions
|
||||
3. **Rate Settings**: Configure delivery charges
|
||||
4. **Tracking Setup**: Enable GPS tracking
|
||||
5. **Malaysian Compliance**: PUSPAKOM and road tax
|
||||
|
||||
#### Beauty Module Setup
|
||||
If you chose the Beauty module:
|
||||
1. **Salon Information**: Business details and services
|
||||
2. **Staff Management**: Add therapists and specialists
|
||||
3. **Service Menu**: Configure beauty treatments and pricing
|
||||
4. **Appointment Settings**: Set up booking rules
|
||||
5. **KKM Compliance**: Configure beauty industry regulations
|
||||
|
||||
### 4. Data Import (Optional)
|
||||
|
||||
#### Import Existing Data
|
||||
If you have existing business data:
|
||||
1. **Prepare Your Data**: Use provided CSV templates
|
||||
2. **Upload Files**: Import through the dashboard
|
||||
3. **Map Fields**: Match your data to platform fields
|
||||
4. **Review and Confirm**: Verify data accuracy
|
||||
|
||||
#### Supported Import Types
|
||||
- Customer lists
|
||||
- Product catalogs
|
||||
- Patient records
|
||||
- Student information
|
||||
- Vehicle details
|
||||
- Service menus
|
||||
|
||||
### 5. User Management
|
||||
|
||||
#### Add Team Members
|
||||
1. **Invite Users**: Send invitations to team members
|
||||
2. **Set Permissions**: Assign appropriate access levels
|
||||
3. **Configure Roles**: Create custom roles for your organization
|
||||
4. **Set Up Notifications**: Configure email and SMS alerts
|
||||
|
||||
#### User Roles and Permissions
|
||||
- **Administrator**: Full system access
|
||||
- **Manager**: Department-level access
|
||||
- **Staff**: Limited access to specific functions
|
||||
- **Viewer**: Read-only access
|
||||
|
||||
### 6. Payment Setup
|
||||
|
||||
#### Configure Payment Gateways
|
||||
Set up Malaysian payment methods:
|
||||
1. **Touch 'n Go**: Business account setup
|
||||
2. **GrabPay**: Merchant account configuration
|
||||
3. **Online Banking**: Bank integration setup
|
||||
4. **Credit Cards**: Payment processor setup
|
||||
|
||||
#### SST Configuration
|
||||
1. **SST Registration**: Enter your SST registration number
|
||||
2. **Tax Rates**: Configure applicable tax rates
|
||||
3. **Invoice Settings**: Set up SST-compliant invoicing
|
||||
4. **Reporting**: Configure SST reporting
|
||||
|
||||
### 7. Mobile Setup
|
||||
|
||||
#### Download Mobile Apps
|
||||
1. **iOS App**: Available on App Store
|
||||
2. **Android App**: Available on Google Play
|
||||
3. **Login**: Use your web account credentials
|
||||
4. **Enable Notifications**: Allow push notifications
|
||||
|
||||
#### Mobile Features
|
||||
- Real-time notifications
|
||||
- Mobile payment processing
|
||||
- On-the-go data access
|
||||
- GPS tracking (logistics module)
|
||||
|
||||
## Dashboard Navigation
|
||||
|
||||
### Main Dashboard Components
|
||||
|
||||
#### 1. Overview Cards
|
||||
- **Revenue**: Current month revenue
|
||||
- **Customers/Patients/Students**: Active count
|
||||
- **Orders/Appointments**: Recent activity
|
||||
- **Performance Metrics**: Key performance indicators
|
||||
|
||||
#### 2. Quick Actions
|
||||
- **Add New**: Quick access to create records
|
||||
- **Reports**: Generate common reports
|
||||
- **Settings**: Access configuration options
|
||||
- **Help**: Access support resources
|
||||
|
||||
#### 3. Recent Activity
|
||||
- **Timeline**: Recent system activities
|
||||
- **Notifications**: Important alerts and updates
|
||||
- **Messages**: Team communications
|
||||
- **Tasks**: Assigned tasks and deadlines
|
||||
|
||||
#### 4. Module Navigation
|
||||
- **Module Switcher**: Easy module switching
|
||||
- **Feature Menu**: Access to module-specific features
|
||||
- **Settings**: Module configuration options
|
||||
- **Reports**: Module-specific reports
|
||||
|
||||
### Keyboard Shortcuts
|
||||
|
||||
#### Global Shortcuts
|
||||
- **Ctrl + /**: Search across platform
|
||||
- **Ctrl + N**: Create new record
|
||||
- **Ctrl + S**: Save current form
|
||||
- **Ctrl + F**: Find in current page
|
||||
- **Esc**: Cancel current action
|
||||
|
||||
#### Module-Specific Shortcuts
|
||||
- **Retail**: Ctrl + P (Products), Ctrl + S (Sales)
|
||||
- **Healthcare**: Ctrl + A (Appointments), Ctrl + P (Patients)
|
||||
- **Education**: Ctrl + S (Students), Ctrl + C (Classes)
|
||||
- **Logistics**: Ctrl + V (Vehicles), Ctrl + S (Shipments)
|
||||
- **Beauty**: Ctrl + C (Clients), Ctrl + A (Appointments)
|
||||
|
||||
## Common Tasks
|
||||
|
||||
### Adding Your First Record
|
||||
|
||||
#### Retail: Add a Product
|
||||
1. Go to Retail → Products
|
||||
2. Click "Add Product"
|
||||
3. Enter product details:
|
||||
- SKU (Stock Keeping Unit)
|
||||
- Product name
|
||||
- Category
|
||||
- Price (including SST)
|
||||
- Stock quantity
|
||||
4. Click "Save"
|
||||
|
||||
#### Healthcare: Add a Patient
|
||||
1. Go to Healthcare → Patients
|
||||
2. Click "Add Patient"
|
||||
3. Enter patient information:
|
||||
- Full name
|
||||
- IC number (Malaysian format)
|
||||
- Contact information
|
||||
- Medical history
|
||||
4. Click "Save"
|
||||
|
||||
#### Education: Add a Student
|
||||
1. Go to Education → Students
|
||||
2. Click "Add Student"
|
||||
3. Enter student details:
|
||||
- Full name
|
||||
- IC number
|
||||
- Grade level
|
||||
- Parent information
|
||||
4. Click "Save"
|
||||
|
||||
#### Logistics: Add a Vehicle
|
||||
1. Go to Logistics → Vehicles
|
||||
2. Click "Add Vehicle"
|
||||
3. Enter vehicle details:
|
||||
- Registration number
|
||||
- Make and model
|
||||
- Capacity
|
||||
- Insurance details
|
||||
4. Click "Save"
|
||||
|
||||
#### Beauty: Add a Service
|
||||
1. Go to Beauty → Services
|
||||
2. Click "Add Service"
|
||||
3. Enter service details:
|
||||
- Service name
|
||||
- Duration
|
||||
- Price
|
||||
- Description
|
||||
4. Click "Save"
|
||||
|
||||
### Generating Your First Report
|
||||
|
||||
#### Sales Report (Retail)
|
||||
1. Go to Reports → Sales Reports
|
||||
2. Select date range
|
||||
3. Choose report type (summary/detailed)
|
||||
4. Click "Generate"
|
||||
5. Export to PDF or Excel
|
||||
|
||||
#### Patient Report (Healthcare)
|
||||
1. Go to Reports → Patient Reports
|
||||
2. Select report type
|
||||
3. Set filters and parameters
|
||||
4. Click "Generate"
|
||||
5. View or export results
|
||||
|
||||
### Setting Up Notifications
|
||||
|
||||
#### Email Notifications
|
||||
1. Go to Settings → Notifications
|
||||
2. Configure email preferences:
|
||||
- Daily summaries
|
||||
- Alerts and reminders
|
||||
- System updates
|
||||
3. Save settings
|
||||
|
||||
#### SMS Notifications
|
||||
1. Go to Settings → SMS
|
||||
2. Configure SMS settings:
|
||||
- Appointment reminders
|
||||
- Order confirmations
|
||||
- Emergency alerts
|
||||
3. Save settings
|
||||
|
||||
## Tips for Success
|
||||
|
||||
### Data Entry Best Practices
|
||||
1. **Consistency**: Use consistent naming conventions
|
||||
2. **Completeness**: Fill in all required fields
|
||||
3. **Accuracy**: Double-check data before saving
|
||||
4. **Regular Updates**: Keep information current
|
||||
|
||||
### Security Best Practices
|
||||
1. **Strong Passwords**: Use complex, unique passwords
|
||||
2. **Two-Factor Authentication**: Enable 2FA for all users
|
||||
3. **Regular Updates**: Keep software and browsers updated
|
||||
4. **Access Control**: Limit access to sensitive data
|
||||
|
||||
### Performance Tips
|
||||
1. **Regular Maintenance**: Perform regular data cleanup
|
||||
2. **Optimize Images**: Compress images for faster loading
|
||||
3. **Use Filters**: Use search and filter functions
|
||||
4. **Batch Operations**: Use batch operations for efficiency
|
||||
|
||||
## Malaysian Business Specific Tips
|
||||
|
||||
### SST Compliance
|
||||
1. **Understand Rates**: Know which goods/services are taxable
|
||||
2. **Proper Invoicing**: Issue SST-compliant invoices
|
||||
3. **Record Keeping**: Maintain accurate tax records
|
||||
4. **Filing Deadlines**: Be aware of SST filing deadlines
|
||||
|
||||
### Local Business Practices
|
||||
1. **Business Hours**: Respect Malaysian business hours and holidays
|
||||
2. **Cultural Sensitivity**: Consider cultural and religious factors
|
||||
3. **Payment Preferences**: Support local payment methods
|
||||
4. **Language**: Use appropriate languages for your customers
|
||||
|
||||
### Data Protection
|
||||
1. **PDPA Compliance**: Follow Malaysian data protection laws
|
||||
2. **Customer Privacy**: Protect customer personal information
|
||||
3. **Data Retention**: Follow proper data retention policies
|
||||
4. **Security Measures**: Implement adequate security measures
|
||||
|
||||
## Getting Help
|
||||
|
||||
### Self-Service Resources
|
||||
1. **Help Center**: Comprehensive knowledge base
|
||||
2. **Video Tutorials**: Step-by-step video guides
|
||||
3. **FAQ Section**: Answers to common questions
|
||||
4. **Community Forum**: Connect with other users
|
||||
|
||||
### Support Channels
|
||||
1. **Email Support**: support@yourplatform.com
|
||||
2. **Phone Support**: +60123456789 (Mon-Fri, 9AM-6PM MYT)
|
||||
3. **Live Chat**: Available through the platform
|
||||
4. **Emergency Support**: Available 24/7 for critical issues
|
||||
|
||||
### Training Resources
|
||||
1. **Webinars**: Regular training sessions
|
||||
2. **Documentation**: Comprehensive user guides
|
||||
3. **Video Library**: On-demand training videos
|
||||
4. **Certification Program**: Professional certification
|
||||
|
||||
## Next Steps
|
||||
|
||||
### Advanced Features
|
||||
1. **API Integration**: Connect with other systems
|
||||
2. **Custom Reports**: Create custom report templates
|
||||
3. **Automation**: Set up automated workflows
|
||||
4. **Integrations**: Connect with third-party services
|
||||
|
||||
### Growing Your Business
|
||||
1. **Scale Operations**: Add more users and locations
|
||||
2. **Advanced Analytics**: Use business intelligence tools
|
||||
3. **Mobile Expansion**: Utilize mobile capabilities
|
||||
4. **Market Expansion**: Consider new markets or services
|
||||
|
||||
### Stay Updated
|
||||
1. **Release Notes**: Stay informed about new features
|
||||
2. **Blog**: Read industry insights and tips
|
||||
3. **Newsletter**: Subscribe to platform updates
|
||||
4. **User Groups**: Join local user communities
|
||||
|
||||
## Troubleshooting Common Issues
|
||||
|
||||
### Login Problems
|
||||
- **Forgot Password**: Use "Forgot Password" link
|
||||
- **Account Locked**: Contact support for assistance
|
||||
- **Browser Issues**: Try a different browser
|
||||
- **Network Problems**: Check internet connection
|
||||
|
||||
### Data Issues
|
||||
- **Import Errors**: Check CSV format and data
|
||||
- **Sync Problems**: Ensure stable internet connection
|
||||
- **Missing Data**: Check filters and search settings
|
||||
- **Performance**: Clear browser cache and cookies
|
||||
|
||||
### Payment Issues
|
||||
- **Failed Transactions**: Check payment gateway status
|
||||
- **SST Calculation**: Verify tax settings
|
||||
- **Currency Issues**: Ensure MYR is selected
|
||||
- **Gateway Errors**: Contact payment provider
|
||||
|
||||
### Module-Specific Issues
|
||||
- **Feature Not Working**: Check module configuration
|
||||
- **Data Not Syncing**: Refresh and retry
|
||||
- **Permissions**: Verify user permissions
|
||||
- **Settings**: Review module settings
|
||||
|
||||
## Success Stories
|
||||
|
||||
### Case Studies
|
||||
Read about how other Malaysian businesses have succeeded with our platform:
|
||||
- **Retail Success**: How a local retailer increased sales by 40%
|
||||
- **Healthcare Efficiency**: Clinic reduced appointment no-shows by 60%
|
||||
- **Education Innovation**: School improved student management efficiency
|
||||
- **Logistics Growth**: Delivery company optimized routes by 30%
|
||||
- **Beauty Excellence**: Salon increased repeat customers by 50%
|
||||
|
||||
### Testimonials
|
||||
Hear from satisfied customers:
|
||||
- "This platform transformed our business operations" - Retail Store Owner
|
||||
- "Patient management has never been easier" - Clinic Manager
|
||||
- "We've saved countless hours on administrative tasks" - School Administrator
|
||||
- "Our delivery efficiency has improved dramatically" - Logistics Manager
|
||||
- "Customer satisfaction has increased significantly" - Salon Owner
|
||||
|
||||
## Conclusion
|
||||
|
||||
You're now ready to start using the Multi-Tenant SaaS Platform for your Malaysian SME business. Remember to:
|
||||
|
||||
1. **Take Your Time**: Explore features at your own pace
|
||||
2. **Use Resources**: Take advantage of training and support
|
||||
3. **Stay Secure**: Follow security best practices
|
||||
4. **Provide Feedback**: Help us improve the platform
|
||||
5. **Grow With Us**: Take advantage of new features and updates
|
||||
|
||||
Welcome to the platform! We're excited to help your business succeed.
|
||||
1109
docs/user-guides/modules/beauty.md
Normal file
1109
docs/user-guides/modules/beauty.md
Normal file
File diff suppressed because it is too large
Load Diff
996
docs/user-guides/modules/education.md
Normal file
996
docs/user-guides/modules/education.md
Normal file
@@ -0,0 +1,996 @@
|
||||
# Education Module User Guide
|
||||
|
||||
## Overview
|
||||
|
||||
The Education Module provides comprehensive solutions for Malaysian educational institutions, including student management, class scheduling, enrollment processing, assessment management, and compliance with Malaysian education standards including KSSR/KSSM curriculum and assessment systems.
|
||||
|
||||
### Key Features
|
||||
|
||||
- **Student Management**: Complete student registration and records
|
||||
- **Class Management**: Scheduling, teacher assignment, resource allocation
|
||||
- **Enrollment Processing**: Student registration and admission
|
||||
- **Assessment Management**: Malaysian curriculum and assessment systems
|
||||
- **Fee Management**: Tuition fee processing and financial aid
|
||||
- **Reporting**: Education-specific reports and analytics
|
||||
- **Parent Portal**: Parent communication and engagement
|
||||
|
||||
## Getting Started
|
||||
|
||||
### 1. Institution Setup
|
||||
|
||||
#### School/Institution Information
|
||||
|
||||
1. Navigate to **Education → Settings → Institution Information**
|
||||
2. Enter institution details:
|
||||
```markdown
|
||||
Required Information:
|
||||
- Institution Name: Registered school name
|
||||
- Ministry of Education Registration: MOE registration number
|
||||
- Institution Type: Primary, secondary, international, etc.
|
||||
- Address: Complete Malaysian address
|
||||
- Contact Information: Phone, email, website
|
||||
- Operating Hours: School operating hours
|
||||
- Academic Year: Current academic year
|
||||
- Principal/Head: Institution head information
|
||||
- Accreditation: Relevant accreditation details
|
||||
```
|
||||
|
||||
#### Academic Calendar Setup
|
||||
|
||||
1. Navigate to **Education → Settings → Academic Calendar**
|
||||
2. Configure academic year:
|
||||
```markdown
|
||||
Academic Year Configuration:
|
||||
- Academic Year: Current academic year (e.g., 2024)
|
||||
- Terms/Semesters: Number of terms
|
||||
- Term Dates: Start and end dates for each term
|
||||
- Holidays: Public and school holidays
|
||||
- Examination Periods: Exam schedules
|
||||
- Break Periods: Mid-term and year-end breaks
|
||||
- Special Events: School events and activities
|
||||
```
|
||||
|
||||
#### Grade Level Configuration
|
||||
|
||||
1. Navigate to **Education → Settings → Grade Levels**
|
||||
2. Set up Malaysian education levels:
|
||||
```markdown
|
||||
Malaysian Grade Levels:
|
||||
Primary Education (KSSR):
|
||||
- Year 1 (Standard 1)
|
||||
- Year 2 (Standard 2)
|
||||
- Year 3 (Standard 3)
|
||||
- Year 4 (Standard 4)
|
||||
- Year 5 (Standard 5)
|
||||
- Year 6 (Standard 6)
|
||||
|
||||
Secondary Education (KSSM):
|
||||
- Form 1 (Tingkatan 1)
|
||||
- Form 2 (Tingkatan 2)
|
||||
- Form 3 (Tingkatan 3)
|
||||
- Form 4 (Tingkatan 4)
|
||||
- Form 5 (Tingkatan 5)
|
||||
- Form 6 (Lower/Upper Form 6)
|
||||
|
||||
Special Education:
|
||||
- Special Education Classes
|
||||
- Special Integration Programs
|
||||
```
|
||||
|
||||
### 2. Staff Management
|
||||
|
||||
#### Teacher Registration
|
||||
|
||||
1. Navigate to **Education → Staff → Add Teacher**
|
||||
2. Register teaching staff:
|
||||
```markdown
|
||||
Teacher Information:
|
||||
- Personal Details:
|
||||
• Full Name: Teacher's full name
|
||||
• IC Number: Malaysian IC number
|
||||
• Date of Birth: Date of birth
|
||||
• Gender: Male/Female
|
||||
• Contact Information: Phone, email
|
||||
• Address: Residential address
|
||||
|
||||
- Professional Information:
|
||||
• Teacher Registration: MOE teacher registration number
|
||||
• Qualifications: Academic and teaching qualifications
|
||||
• Specialization: Subject specialization
|
||||
• Teaching Experience: Years of experience
|
||||
• Subjects: Subjects qualified to teach
|
||||
• Grade Levels: Grade levels qualified to teach
|
||||
• Employment Type: Full-time, part-time, contract
|
||||
- Employment Status: Active, on leave, resigned
|
||||
|
||||
- Assignment Information:
|
||||
• Current Subjects: Currently teaching subjects
|
||||
• Current Classes: Assigned classes
|
||||
• Additional Duties: CCA, coordinator roles
|
||||
• Workload: Teaching hours and workload
|
||||
```
|
||||
|
||||
#### Non-Teaching Staff
|
||||
|
||||
1. Navigate to **Education → Staff → Add Non-Teaching Staff**
|
||||
2. Register administrative staff:
|
||||
```markdown
|
||||
Non-Teaching Staff Categories:
|
||||
- Administrative Staff: Office administrators
|
||||
- Support Staff: Janitors, security, etc.
|
||||
- Special Education Assistants: Support for special needs
|
||||
- IT Support: Technology support staff
|
||||
- Librarians: Library management
|
||||
- Counselors: Student counseling services
|
||||
- Health Personnel: School nurses or health staff
|
||||
```
|
||||
|
||||
## Student Management
|
||||
|
||||
### 1. Student Registration
|
||||
|
||||
#### New Student Enrollment
|
||||
|
||||
1. Navigate to **Education → Students → New Enrollment**
|
||||
2. Register new student:
|
||||
```markdown
|
||||
Student Information:
|
||||
- Personal Details:
|
||||
• Full Name: Student's full name
|
||||
• IC Number: Malaysian IC number
|
||||
• Date of Birth: Date of birth
|
||||
• Gender: Male/Female
|
||||
• Place of Birth: Place of birth
|
||||
• Nationality: Malaysian or other
|
||||
• Race: Ethnic background
|
||||
• Religion: Religious affiliation
|
||||
• Blood Type: Blood group if known
|
||||
|
||||
- Family Information:
|
||||
• Father's Name: Father's full name
|
||||
• Father's IC: Father's IC number
|
||||
• Father's Occupation: Father's occupation
|
||||
• Mother's Name: Mother's full name
|
||||
• Mother's IC: Mother's IC number
|
||||
• Mother's Occupation: Mother's occupation
|
||||
• Guardian Information: Guardian details if applicable
|
||||
• Siblings: Siblings in the same school
|
||||
|
||||
- Contact Information:
|
||||
• Phone Number: Contact phone number
|
||||
• Alternative Phone: Alternative contact
|
||||
• Email Address: Email for communications
|
||||
• Emergency Contact: Emergency contact person
|
||||
• Emergency Phone: Emergency contact number
|
||||
|
||||
- Address:
|
||||
• Residential Address: Home address
|
||||
• Postal Address: Mailing address if different
|
||||
• City/Town: City or town
|
||||
• State: Malaysian state
|
||||
• Postal Code: Postcode
|
||||
• Country: Malaysia (default)
|
||||
|
||||
- Educational Information:
|
||||
• Previous School: Last school attended
|
||||
• Previous Grade: Last grade completed
|
||||
- Year of Admission: Year of enrollment
|
||||
- Grade Level: Grade level for admission
|
||||
- Stream: Academic stream (Science, Arts, etc.)
|
||||
- Special Needs: Special education requirements
|
||||
- Health Conditions: Medical conditions
|
||||
- Allergies: Known allergies
|
||||
- Dietary Restrictions: Food restrictions
|
||||
```
|
||||
|
||||
#### Student Categories
|
||||
|
||||
1. Navigate to **Education → Settings → Student Categories**
|
||||
2. Configure student types:
|
||||
```markdown
|
||||
Student Categories:
|
||||
- Regular Students: Standard enrollment
|
||||
- International Students: Foreign students
|
||||
- Special Education: Students with special needs
|
||||
- Scholarship Students: Scholarship recipients
|
||||
- Exchange Students: Exchange program participants
|
||||
- Part-time Students: Part-time enrollment
|
||||
- Transfer Students: Students transferring from other schools
|
||||
```
|
||||
|
||||
### 2. Student Records
|
||||
|
||||
#### Academic Records
|
||||
|
||||
1. Navigate to **Education → Students → Academic Records**
|
||||
2. Manage academic information:
|
||||
```markdown
|
||||
Academic Record Components:
|
||||
- Grade History: Academic performance by grade/year
|
||||
- Subject Enrollment: Subjects taken each year
|
||||
- Assessment Results: Test and examination results
|
||||
- Attendance Records: Attendance statistics
|
||||
- Behavior Records: Conduct and discipline
|
||||
- Achievement Records: Awards and achievements
|
||||
- CCA Participation: Co-curricular activities
|
||||
- Leadership Roles: Leadership positions held
|
||||
- Service Hours: Community service hours
|
||||
```
|
||||
|
||||
#### Personal Development Records
|
||||
|
||||
1. Navigate to **Education → Students → Development Records**
|
||||
2. Track student development:
|
||||
```markdown
|
||||
Development Areas:
|
||||
- Skills Development: Skills acquired
|
||||
- Talent Development: Talents and abilities
|
||||
- Character Development: Character building
|
||||
- Social Development: Social skills and relationships
|
||||
- Emotional Development: Emotional intelligence
|
||||
- Physical Development: Physical education and health
|
||||
- Aesthetic Development: Arts and creativity
|
||||
- Spiritual Development: Moral and spiritual growth
|
||||
```
|
||||
|
||||
### 3. Special Education Needs
|
||||
|
||||
#### SEN Student Management
|
||||
|
||||
1. Navigate to **Education → Students → Special Education**
|
||||
2. Manage special needs students:
|
||||
```markdown
|
||||
SEN Support Categories:
|
||||
- Learning Disabilities: Dyslexia, ADHD, etc.
|
||||
- Physical Disabilities: Physical impairments
|
||||
- Sensory Impairments: Visual, hearing impairments
|
||||
- Autism Spectrum: Autism and related conditions
|
||||
- Speech/Language: Communication disorders
|
||||
- Behavioral Issues: Behavioral challenges
|
||||
- Gifted/Talented: Advanced students
|
||||
- Multiple Disabilities: Multiple impairments
|
||||
```
|
||||
|
||||
#### Individual Education Plans (IEP)
|
||||
|
||||
1. Navigate to **Education → Students → IEP**
|
||||
2. Create IEPs for SEN students:
|
||||
```markdown
|
||||
IEP Components:
|
||||
- Student Profile: Student background and needs
|
||||
- Assessment Results: Current performance levels
|
||||
- Annual Goals: Educational objectives
|
||||
- Short-term Objectives: Specific learning targets
|
||||
- Teaching Strategies: Instructional methods
|
||||
- Support Services: Required support services
|
||||
- Accommodations: Special accommodations
|
||||
- Assessment Methods: How progress will be measured
|
||||
- Review Schedule: IEP review timeline
|
||||
```
|
||||
|
||||
## Class Management
|
||||
|
||||
### 1. Class Setup
|
||||
|
||||
#### Class Creation
|
||||
|
||||
1. Navigate to **Education → Classes → Create Class**
|
||||
2. Create new class:
|
||||
```markdown
|
||||
Class Information:
|
||||
- Class Name: Class designation (e.g., 1A, 2B)
|
||||
- Grade Level: Grade level for the class
|
||||
- Stream: Academic stream if applicable
|
||||
- Academic Year: Current academic year
|
||||
- Class Teacher: Assigned class teacher
|
||||
- Maximum Capacity: Maximum number of students
|
||||
- Current Enrollment: Current number of students
|
||||
- Classroom Location: Room number or location
|
||||
- Schedule: Class schedule and timing
|
||||
```
|
||||
|
||||
#### Class Configuration
|
||||
|
||||
1. Navigate to **Education → Classes → Class Settings**
|
||||
2. Configure class parameters:
|
||||
```markdown
|
||||
Class Settings:
|
||||
- Grading System: Grading scale and criteria
|
||||
- Attendance Policy: Attendance requirements
|
||||
- Homework Policy: Homework expectations
|
||||
- Assessment Schedule: Test and exam schedule
|
||||
- Class Rules: Classroom rules and expectations
|
||||
- Communication Plan: Parent communication strategy
|
||||
- Special Programs: Special programs or projects
|
||||
- Resources: Required resources and materials
|
||||
```
|
||||
|
||||
### 2. Teacher Assignment
|
||||
|
||||
#### Subject Assignment
|
||||
|
||||
1. Navigate to **Education → Classes → Subject Assignment**
|
||||
2. Assign subjects to teachers:
|
||||
```markdown
|
||||
Subject Assignment Process:
|
||||
- Select Class: Choose the class
|
||||
- Select Subject: Choose the subject
|
||||
- Assign Teacher: Select qualified teacher
|
||||
- Set Schedule: Determine teaching schedule
|
||||
- Assign Classroom: Specify classroom location
|
||||
- Define Workload: Calculate teaching hours
|
||||
- Check Qualifications: Verify teacher qualifications
|
||||
- Confirm Assignment: Finalize the assignment
|
||||
```
|
||||
|
||||
#### Workload Management
|
||||
|
||||
1. Navigate to **Education → Staff → Workload**
|
||||
2. Manage teacher workloads:
|
||||
```markdown
|
||||
Workload Components:
|
||||
- Teaching Hours: Classroom teaching time
|
||||
- Preparation Time: Lesson preparation time
|
||||
- Assessment Time: Grading and assessment time
|
||||
- Meeting Time: Staff meetings and committees
|
||||
- CCA Time: Co-curricular activities
|
||||
- Administrative Time: Administrative duties
|
||||
- Professional Development: Training and development
|
||||
- Total Workload: Combined working hours
|
||||
```
|
||||
|
||||
### 3. Resource Management
|
||||
|
||||
#### Classroom Management
|
||||
|
||||
1. Navigate to **Education → Resources → Classrooms**
|
||||
2. Manage classroom resources:
|
||||
```markdown
|
||||
Classroom Resources:
|
||||
- Physical Setup: Seating arrangements, equipment
|
||||
- Teaching Aids: Whiteboards, projectors, etc.
|
||||
- Learning Materials: Textbooks, workbooks
|
||||
- Technology: Computers, tablets, internet
|
||||
- Storage: Cupboards, shelves, storage areas
|
||||
- Display Areas: Bulletin boards, display spaces
|
||||
- Safety Equipment: First aid, emergency equipment
|
||||
- Special Equipment: Subject-specific equipment
|
||||
```
|
||||
|
||||
#### Teaching Materials
|
||||
|
||||
1. Navigate to **Education → Resources → Teaching Materials**
|
||||
2. Manage educational resources:
|
||||
```markdown
|
||||
Material Categories:
|
||||
- Textbooks: Main teaching textbooks
|
||||
- Workbooks: Student workbooks
|
||||
- Reference Books: Supplementary materials
|
||||
- Digital Resources: Online materials, software
|
||||
- Teaching Aids: Charts, models, manipulatives
|
||||
- Assessment Materials: Test papers, rubrics
|
||||
- Multimedia: Videos, audio materials
|
||||
- Art Supplies: Art and craft materials
|
||||
```
|
||||
|
||||
## Curriculum and Assessment
|
||||
|
||||
### 1. Malaysian Curriculum Setup
|
||||
|
||||
#### KSSR/KSSM Configuration
|
||||
|
||||
1. Navigate to **Education → Settings → Curriculum**
|
||||
2. Configure Malaysian curriculum:
|
||||
```markdown
|
||||
KSSR (Primary School) Subjects:
|
||||
Core Subjects:
|
||||
- Bahasa Malaysia
|
||||
- English Language
|
||||
- Mathematics
|
||||
- Science
|
||||
- Islamic Education / Moral Education
|
||||
- Physical and Health Education
|
||||
- Visual Arts Education
|
||||
- Music Education
|
||||
|
||||
Additional Subjects:
|
||||
- Chinese Language (SJKC)
|
||||
- Tamil Language (SJKT)
|
||||
- Arabic Language (JAIS)
|
||||
- Iban Language (Sarawak)
|
||||
- Kadazandusun Language (Sabah)
|
||||
|
||||
KSSM (Secondary School) Subjects:
|
||||
Core Subjects:
|
||||
- Bahasa Malaysia
|
||||
- English Language
|
||||
- Mathematics
|
||||
- Science
|
||||
- Islamic Education / Moral Education
|
||||
- History
|
||||
- Physical and Health Education
|
||||
|
||||
Elective Subjects:
|
||||
- Additional Mathematics
|
||||
- Biology
|
||||
- Chemistry
|
||||
- Physics
|
||||
- Business Studies
|
||||
- Economics
|
||||
- Accounting
|
||||
- Literature in English
|
||||
- Principles of Accounts
|
||||
- Design and Technology
|
||||
- Information and Communication Technology
|
||||
- Visual Arts Education
|
||||
- Music Education
|
||||
- Physical Education
|
||||
```
|
||||
|
||||
#### Subject Configuration
|
||||
|
||||
1. Navigate to **Education → Settings → Subjects**
|
||||
2. Set up subject details:
|
||||
```markdown
|
||||
Subject Configuration:
|
||||
- Subject Code: Unique subject identifier
|
||||
- Subject Name: Official subject name
|
||||
- Grade Level: Appropriate grade levels
|
||||
- Credits: Credit hours or weightage
|
||||
- Duration: Class duration per week
|
||||
- Prerequisites: Required prior subjects
|
||||
- Assessment Methods: How subject is assessed
|
||||
- Textbooks: Required textbooks
|
||||
- Resources: Additional resources needed
|
||||
- Learning Outcomes: Expected learning outcomes
|
||||
```
|
||||
|
||||
### 2. Assessment Management
|
||||
|
||||
#### Malaysian Assessment Systems
|
||||
|
||||
1. Navigate to **Education → Assessment → Assessment Setup**
|
||||
2. Configure Malaysian assessment systems:
|
||||
```markdown
|
||||
Primary School Assessment:
|
||||
- Classroom Assessment (PBS): School-based assessment
|
||||
- UPSR (Year 6): Primary School Assessment
|
||||
- LINUS: Literacy and Numeracy Screening
|
||||
- Special Education Assessment: SEN student assessment
|
||||
|
||||
Secondary School Assessment:
|
||||
- PT3 (Form 3): Lower Secondary Assessment
|
||||
- SPM (Form 5): Malaysian Certificate of Education
|
||||
- STPM (Form 6): Malaysian Higher School Certificate
|
||||
- DLP: Dual Language Program assessment
|
||||
- TVET: Technical and Vocational assessment
|
||||
```
|
||||
|
||||
#### Assessment Creation
|
||||
|
||||
1. Navigate to **Education → Assessment → Create Assessment**
|
||||
2. Create new assessment:
|
||||
```markdown
|
||||
Assessment Details:
|
||||
- Assessment Name: Test or exam name
|
||||
- Subject: Associated subject
|
||||
- Grade Level: Target grade level
|
||||
- Assessment Type: Quiz, test, exam, project
|
||||
- Date and Time: Schedule details
|
||||
- Duration: Assessment duration
|
||||
- Total Marks: Maximum possible score
|
||||
- Weightage: Assessment weightage in final grade
|
||||
- Instructions: Student instructions
|
||||
- Grading Criteria: How assessment will be graded
|
||||
```
|
||||
|
||||
### 3. Grading System
|
||||
|
||||
#### Malaysian Grading Scales
|
||||
|
||||
1. Navigate to **Education → Settings → Grading**
|
||||
2. Configure grading scales:
|
||||
```markdown
|
||||
Malaysian Grading System:
|
||||
Primary School:
|
||||
- Achieved (Tercapai): Competency achieved
|
||||
- Not Achieved (Tidak Tercapai): Competency not achieved
|
||||
- Developing (Membangun): Progressing towards competency
|
||||
|
||||
Secondary School:
|
||||
A: 80-100 (Excellent)
|
||||
B: 70-79 (Good)
|
||||
C: 60-69 (Satisfactory)
|
||||
D: 50-59 (Pass)
|
||||
E: 40-49 (Marginal Pass)
|
||||
F: 0-39 (Fail)
|
||||
|
||||
STPM:
|
||||
A: 80-100 (Excellent)
|
||||
A-: 75-79 (Very Good)
|
||||
B+: 70-74 (Good)
|
||||
B: 65-69 (Good)
|
||||
B-: 60-64 (Good)
|
||||
C+: 55-59 (Satisfactory)
|
||||
C: 50-54 (Satisfactory)
|
||||
C-: 45-49 (Satisfactory)
|
||||
D+: 40-44 (Marginal Pass)
|
||||
D: 35-39 (Marginal Pass)
|
||||
F: 0-34 (Fail)
|
||||
```
|
||||
|
||||
#### Grade Calculation
|
||||
|
||||
1. Navigate to **Education → Assessment → Grade Calculation**
|
||||
2. Set up grade calculation:
|
||||
```markdown
|
||||
Grade Calculation Components:
|
||||
- Continuous Assessment: Classroom performance
|
||||
- Quizzes: Regular quiz scores
|
||||
- Tests: Periodic test results
|
||||
- Projects: Project work and assignments
|
||||
- Mid-term Exam: Mid-term examination
|
||||
- Final Exam: Final examination
|
||||
- Participation: Class participation
|
||||
- Homework: Homework completion
|
||||
- Attendance: Attendance records
|
||||
- Extra Credit: Additional credit opportunities
|
||||
```
|
||||
|
||||
## Fee Management
|
||||
|
||||
### 1. Fee Structure
|
||||
|
||||
#### Tuition Fee Setup
|
||||
|
||||
1. Navigate to **Education → Fees → Fee Structure**
|
||||
2. Configure fee structure:
|
||||
```markdown
|
||||
Fee Categories:
|
||||
- Registration Fee: One-time enrollment fee
|
||||
- Tuition Fee: Annual/semester tuition
|
||||
- Development Fee: School development fund
|
||||
- Technology Fee: Computer and IT fees
|
||||
- Laboratory Fee: Science lab fees
|
||||
- Library Fee: Library and resource fees
|
||||
- Activity Fee: Co-curricular activity fees
|
||||
- Examination Fee: External exam fees
|
||||
- Textbook Fee: Book rental or purchase
|
||||
- Uniform Fee: School uniform costs
|
||||
- Transportation Fee: Bus transportation fees
|
||||
- Meal Plan: Cafeteria meal plans
|
||||
- Boarding Fee: Hostel accommodation fees
|
||||
```
|
||||
|
||||
#### Scholarships and Financial Aid
|
||||
|
||||
1. Navigate to **Education → Fees → Financial Aid**
|
||||
2. Set up financial assistance:
|
||||
```markdown
|
||||
Financial Aid Categories:
|
||||
- Government Scholarships: KPM scholarships
|
||||
- State Scholarships: State government aid
|
||||
- Corporate Scholarships: Company-sponsored
|
||||
- Institutional Scholarships: School-funded
|
||||
- Need-based Aid: Financial assistance
|
||||
- Academic Scholarships: Merit-based awards
|
||||
- Sports Scholarships: Athletic achievements
|
||||
- Arts Scholarships: Artistic talents
|
||||
- Special Education Aid: SEN student support
|
||||
- Bursaries: Financial grants
|
||||
```
|
||||
|
||||
### 2. Payment Processing
|
||||
|
||||
#### Fee Collection
|
||||
|
||||
1. Navigate to **Education → Fees → Payment Collection**
|
||||
2. Process fee payments:
|
||||
```markdown
|
||||
Payment Methods:
|
||||
- Cash: Cash payments at office
|
||||
- Bank Transfer: Direct bank transfers
|
||||
- Online Banking: Maybank2U, CIMB Clicks, etc.
|
||||
- Credit/Debit Cards: Card payments
|
||||
- E-wallets: Touch 'n Go, GrabPay, etc.
|
||||
- Cheques: Bank cheques
|
||||
- Installment Plans: Monthly installments
|
||||
- Auto-debit: Automatic deductions
|
||||
```
|
||||
|
||||
#### Payment Tracking
|
||||
|
||||
1. Navigate to **Education → Fees → Payment Tracking**
|
||||
2. Monitor payment status:
|
||||
```markdown
|
||||
Payment Tracking Features:
|
||||
- Payment History: All payment transactions
|
||||
- Outstanding Balance: Unpaid amounts
|
||||
- Due Dates: Payment due dates
|
||||
- Late Payment: Late payment tracking
|
||||
- Payment Reminders: Automated reminders
|
||||
- Receipt Generation: Payment receipts
|
||||
- Refund Processing: Refund management
|
||||
- Financial Reports: Fee collection reports
|
||||
```
|
||||
|
||||
## Parent Portal
|
||||
|
||||
### 1. Parent Registration
|
||||
|
||||
#### Parent Account Setup
|
||||
|
||||
1. Parents register through portal or school assistance
|
||||
2. Parent account setup:
|
||||
```markdown
|
||||
Parent Registration Process:
|
||||
- Parent Information: Name, IC, contact details
|
||||
- Student Linkage: Link to student accounts
|
||||
- Verification: Identity verification
|
||||
- Account Creation: Username and password
|
||||
- Security Setup: Security questions and 2FA
|
||||
- Notification Preferences: Communication preferences
|
||||
- Access Permissions: Data access permissions
|
||||
- Agreement: Terms and conditions acceptance
|
||||
```
|
||||
|
||||
#### Parent Dashboard
|
||||
|
||||
1. Navigate to **Education → Parent Portal**
|
||||
2. Parent portal features:
|
||||
```markdown
|
||||
Parent Portal Features:
|
||||
- Student Information: View student details
|
||||
- Academic Performance: Grades and assessment results
|
||||
- Attendance Records: Attendance tracking
|
||||
- Fee Information: Fee status and payments
|
||||
- Communication: School communications
|
||||
- Class Schedule: Student timetable
|
||||
- Homework Assignments: Homework and assignments
|
||||
- Calendar: School calendar and events
|
||||
- Progress Reports: Student progress tracking
|
||||
```
|
||||
|
||||
### 2. Parent Communication
|
||||
|
||||
#### Communication Tools
|
||||
|
||||
1. Navigate to **Education → Communication → Parent Communication**
|
||||
2. Parent communication features:
|
||||
```markdown
|
||||
Communication Methods:
|
||||
- Announcements: School-wide announcements
|
||||
- Messages: Direct messaging with teachers
|
||||
- Emails: Email communications
|
||||
- SMS: Text message notifications
|
||||
- Mobile App: Push notifications
|
||||
- Parent-Teacher Meetings: Meeting scheduling
|
||||
- Progress Reports: Academic progress updates
|
||||
- Emergency Alerts: Emergency notifications
|
||||
```
|
||||
|
||||
#### Parent-Teacher Meetings
|
||||
|
||||
1. Navigate to **Education → Communication → PTM**
|
||||
2. Manage parent-teacher meetings:
|
||||
```markdown
|
||||
PTM Management:
|
||||
- Meeting Scheduling: Schedule meeting times
|
||||
- Teacher Availability: Set teacher availability
|
||||
- Parent Booking: Parent booking system
|
||||
- Meeting Reminders: Automated reminders
|
||||
- Meeting Notes: Record meeting outcomes
|
||||
- Follow-up Actions: Track action items
|
||||
- Feedback Collection: Parent feedback
|
||||
- Attendance Tracking: Meeting attendance
|
||||
```
|
||||
|
||||
## Reporting and Analytics
|
||||
|
||||
### 1. Academic Reports
|
||||
|
||||
#### Student Performance Reports
|
||||
|
||||
1. Navigate to **Education → Reports → Student Performance**
|
||||
2. Generate student reports:
|
||||
```markdown
|
||||
Performance Report Types:
|
||||
- Report Cards: Term/semester report cards
|
||||
- Progress Reports: Ongoing progress updates
|
||||
- Subject Performance: Performance by subject
|
||||
- Class Ranking: Class position/ranking
|
||||
- Year-to-Date Progress: Academic progress over time
|
||||
- Strengths/Weaknesses: Academic analysis
|
||||
- Learning Outcomes: Achievement of learning objectives
|
||||
- Attendance Analysis: Attendance impact on performance
|
||||
```
|
||||
|
||||
#### Class Performance Reports
|
||||
|
||||
1. Navigate to **Education → Reports → Class Performance**
|
||||
2. Generate class reports:
|
||||
```markdown
|
||||
Class Report Categories:
|
||||
- Class Average: Class performance averages
|
||||
- Subject Performance: Performance by subject
|
||||
- Grade Distribution: Grade distribution analysis
|
||||
- Top Performers: High-achieving students
|
||||
- At-Risk Students: Students needing support
|
||||
- Attendance Analysis: Class attendance patterns
|
||||
- Behavior Reports: Class conduct reports
|
||||
- Teacher Performance: Teaching effectiveness
|
||||
```
|
||||
|
||||
### 2. Administrative Reports
|
||||
|
||||
#### Enrollment Reports
|
||||
|
||||
1. Navigate to **Education → Reports → Enrollment**
|
||||
2. Generate enrollment reports:
|
||||
```markdown
|
||||
Enrollment Report Types:
|
||||
- Current Enrollment: Current student numbers
|
||||
- Enrollment Trends: Enrollment over time
|
||||
- Demographic Analysis: Student demographics
|
||||
- Intake Analysis: New student intake
|
||||
- Dropout Rates: Student dropout analysis
|
||||
- Transfer Analysis: Student transfers
|
||||
- Retention Rates: Student retention statistics
|
||||
- Projection Reports: Future enrollment projections
|
||||
```
|
||||
|
||||
#### Financial Reports
|
||||
|
||||
1. Navigate to **Education → Reports → Financial**
|
||||
2. Generate financial reports:
|
||||
```markdown
|
||||
Financial Report Categories:
|
||||
- Fee Collection: Fee collection statistics
|
||||
- Revenue Reports: Total revenue analysis
|
||||
- Outstanding Payments: Unpaid fees
|
||||
- Scholarship Reports: Financial aid distribution
|
||||
- Budget vs Actual: Budget performance
|
||||
- Expense Reports: Operating expenses
|
||||
- Cash Flow: Cash flow analysis
|
||||
- Financial Health: Overall financial status
|
||||
```
|
||||
|
||||
## Malaysian Education Compliance
|
||||
|
||||
### 1. MOE Requirements
|
||||
|
||||
#### Ministry of Education Compliance
|
||||
|
||||
1. Navigate to **Education → Settings → MOE Compliance**
|
||||
2. Configure MOE requirements:
|
||||
```markdown
|
||||
MOE Compliance Areas:
|
||||
- Curriculum Standards: KSSR/KSSM compliance
|
||||
- Assessment Standards: UPSR, PT3, SPM, STPM
|
||||
- Teacher Qualifications: Minimum teaching qualifications
|
||||
- Infrastructure Standards: School facilities requirements
|
||||
- Safety Standards: Student safety requirements
|
||||
- Reporting Requirements: Mandatory reporting
|
||||
- Audit Requirements: Compliance audits
|
||||
- Documentation: Required documentation
|
||||
- Inspection Readiness: Ministry inspection preparation
|
||||
```
|
||||
|
||||
#### Malaysian Education Act Compliance
|
||||
|
||||
1. Navigate to **Education → Settings → Legal Compliance**
|
||||
2. Ensure legal compliance:
|
||||
```markdown
|
||||
Legal Compliance Areas:
|
||||
- Education Act 1996: Compliance with education laws
|
||||
- Private Education Act: Private school regulations
|
||||
- Child Protection Act: Child protection requirements
|
||||
- Personal Data Protection: Data privacy compliance
|
||||
- Employment Laws: Staff employment compliance
|
||||
- Health Regulations: School health standards
|
||||
- Safety Regulations: Building and safety standards
|
||||
- Environmental Regulations: Environmental compliance
|
||||
```
|
||||
|
||||
### 2. Quality Assurance
|
||||
|
||||
#### School Quality Standards
|
||||
|
||||
1. Navigate to **Education → Settings → Quality Assurance**
|
||||
2. Set up quality standards:
|
||||
```markdown
|
||||
Quality Standards:
|
||||
- Academic Quality: Teaching and learning quality
|
||||
- Administrative Quality: Management efficiency
|
||||
- Infrastructure Quality: Facility standards
|
||||
- Staff Quality: Teacher and staff competence
|
||||
- Student Support: Student services quality
|
||||
- Parent Satisfaction: Parent service quality
|
||||
- Community Engagement: Community involvement
|
||||
- Continuous Improvement: Quality improvement processes
|
||||
```
|
||||
|
||||
#### Performance Indicators
|
||||
|
||||
1. Navigate to **Education → Settings → KPIs**
|
||||
2. Define key performance indicators:
|
||||
```markdown
|
||||
KPI Categories:
|
||||
- Academic Performance: Student achievement metrics
|
||||
- Enrollment: Student recruitment and retention
|
||||
- Teacher Performance: Teaching effectiveness
|
||||
- Financial Performance: Revenue and cost management
|
||||
- Parent Satisfaction: Parent feedback metrics
|
||||
- Student Satisfaction: Student experience metrics
|
||||
- Operational Efficiency: Process efficiency metrics
|
||||
- Compliance: Regulatory compliance metrics
|
||||
```
|
||||
|
||||
## Mobile Features
|
||||
|
||||
### 1. Student Mobile App
|
||||
|
||||
#### Student Mobile Features
|
||||
|
||||
1. Students can use mobile app to:
|
||||
```markdown
|
||||
Student Mobile Capabilities:
|
||||
- Timetable: View class schedule
|
||||
- Homework: Access assignments and deadlines
|
||||
- Grades: View assessment results
|
||||
- Attendance: Check attendance records
|
||||
- Notifications: Receive school notifications
|
||||
- Resources: Access learning materials
|
||||
- Library: Browse library resources
|
||||
- Calendar: View school calendar
|
||||
- Communication: Message teachers
|
||||
- Progress: Track academic progress
|
||||
```
|
||||
|
||||
### 2. Parent Mobile App
|
||||
|
||||
#### Parent Mobile Features
|
||||
|
||||
1. Parents can use mobile app to:
|
||||
```markdown
|
||||
Parent Mobile Capabilities:
|
||||
- Child Performance: Monitor child's progress
|
||||
- Attendance: Check attendance records
|
||||
- Timetable: View child's schedule
|
||||
- Homework: Monitor homework assignments
|
||||
- Grades: Access assessment results
|
||||
- Fees: Check fee status and payments
|
||||
- Communications: School communications
|
||||
- Appointments: Schedule parent-teacher meetings
|
||||
- Notifications: Receive important updates
|
||||
- Reports: Access progress reports
|
||||
```
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### 1. Common Issues
|
||||
|
||||
#### Enrollment Issues
|
||||
|
||||
**Registration Problems**
|
||||
- Verify all required information is complete
|
||||
- Check IC number format (YYYYMMDD-XX-XXXX)
|
||||
- Ensure contact information is accurate
|
||||
- Verify grade level placement
|
||||
- Contact registration office for assistance
|
||||
|
||||
**Document Upload Issues**
|
||||
- Check file format requirements
|
||||
- Verify file size limits
|
||||
- Ensure documents are clear and legible
|
||||
- Check internet connection
|
||||
- Try using a different browser
|
||||
|
||||
#### Assessment Issues
|
||||
|
||||
**Grade Calculation Errors**
|
||||
- Verify grade scale configuration
|
||||
- Check assessment weightage settings
|
||||
- Review individual assessment scores
|
||||
- Verify student enrollment in subjects
|
||||
- Contact academic coordinator
|
||||
|
||||
**Attendance Issues**
|
||||
- Verify class schedule accuracy
|
||||
- Check teacher attendance entry
|
||||
- Review student enrollment status
|
||||
- Verify system date and time
|
||||
- Contact administration office
|
||||
|
||||
### 2. Technical Issues
|
||||
|
||||
**System Performance**
|
||||
- Clear browser cache
|
||||
- Update browser to latest version
|
||||
- Check internet connection speed
|
||||
- Verify system status page
|
||||
- Contact technical support
|
||||
|
||||
**Mobile App Issues**
|
||||
- Ensure latest app version
|
||||
- Check device compatibility
|
||||
- Restart mobile device
|
||||
- Update device operating system
|
||||
- Reinstall mobile application
|
||||
|
||||
**Data Synchronization**
|
||||
- Check internet connection
|
||||
- Verify cloud sync settings
|
||||
- Update applications
|
||||
- Clear application data
|
||||
- Contact technical support
|
||||
|
||||
## Best Practices
|
||||
|
||||
### 1. Academic Excellence
|
||||
|
||||
**Teaching Standards**
|
||||
- Follow curriculum guidelines
|
||||
- Use diverse teaching methods
|
||||
- Provide regular feedback
|
||||
- Maintain accurate records
|
||||
- Engage in professional development
|
||||
|
||||
**Student Support**
|
||||
- Provide individual attention
|
||||
- Offer additional support when needed
|
||||
- Create inclusive learning environment
|
||||
- Monitor student progress regularly
|
||||
- Communicate with parents effectively
|
||||
|
||||
### 2. Administrative Efficiency
|
||||
|
||||
**Record Management**
|
||||
- Maintain accurate student records
|
||||
- Keep documentation up to date
|
||||
- Implement proper filing systems
|
||||
- Regular data backup
|
||||
- Ensure data security and privacy
|
||||
|
||||
**Communication**
|
||||
- Maintain clear communication channels
|
||||
- Respond promptly to inquiries
|
||||
- Use multiple communication methods
|
||||
- Keep parents informed
|
||||
- Document all communications
|
||||
|
||||
### 3. Malaysian Education Context
|
||||
|
||||
**Cultural Sensitivity**
|
||||
- Respect Malaysian cultural diversity
|
||||
- Use appropriate language
|
||||
- Consider religious sensitivities
|
||||
- Promote unity in diversity
|
||||
- Celebrate cultural festivals
|
||||
|
||||
**Regulatory Compliance**
|
||||
- Stay updated on MOE regulations
|
||||
- Maintain proper documentation
|
||||
- Conduct regular audits
|
||||
- Train staff on compliance
|
||||
- Implement quality assurance
|
||||
|
||||
## Conclusion
|
||||
|
||||
The Education Module provides comprehensive solutions for Malaysian educational institutions. By following this guide, you can effectively manage your school, maintain compliance with Malaysian education standards, and provide quality education to students.
|
||||
|
||||
Remember to:
|
||||
1. **Stay Compliant**: Keep up with MOE requirements and Malaysian education standards
|
||||
2. **Use Technology**: Leverage mobile and digital features
|
||||
3. **Focus on Quality**: Maintain high educational standards
|
||||
4. **Train Staff**: Ensure staff are properly trained
|
||||
5. **Engage Parents**: Maintain good parent-school relationships
|
||||
|
||||
For additional support:
|
||||
- **Help Center**: Comprehensive knowledge base
|
||||
- **Video Tutorials**: Step-by-step training videos
|
||||
- **Community Forum**: Connect with other educators
|
||||
- **Technical Support**: education-support@yourplatform.com
|
||||
- **Training Resources**: education-training@yourplatform.com
|
||||
|
||||
Success with the Education Module comes from understanding Malaysian education requirements, maintaining high academic standards, and providing excellent educational experiences while ensuring compliance with all relevant regulations and standards.
|
||||
807
docs/user-guides/modules/healthcare.md
Normal file
807
docs/user-guides/modules/healthcare.md
Normal file
@@ -0,0 +1,807 @@
|
||||
# Healthcare Module User Guide
|
||||
|
||||
## Overview
|
||||
|
||||
The Healthcare Module provides comprehensive solutions for Malaysian healthcare providers, including patient management, appointment scheduling, medical records, billing, and compliance with Malaysian healthcare regulations including PDPA and KKM requirements.
|
||||
|
||||
### Key Features
|
||||
|
||||
- **Patient Management**: Complete patient registration and records
|
||||
- **Appointment Scheduling**: Advanced booking and calendar management
|
||||
- **Medical Records**: Electronic Health Records (EHR) with Malaysian standards
|
||||
- **Billing and Insurance**: Malaysian insurance provider integration
|
||||
- **Prescription Management**: Electronic prescribing and medication tracking
|
||||
- **Compliance**: PDPA compliance and Malaysian healthcare regulations
|
||||
- **Reporting**: Healthcare-specific reports and analytics
|
||||
|
||||
## Getting Started
|
||||
|
||||
### 1. Module Setup
|
||||
|
||||
#### Clinic/Hospital Information
|
||||
|
||||
1. Navigate to **Healthcare → Settings → Clinic Information**
|
||||
2. Enter facility details:
|
||||
```markdown
|
||||
Required Information:
|
||||
- Facility Name: Registered clinic/hospital name
|
||||
- KKM Registration: Ministry of Health registration number
|
||||
- License Number: Professional license number
|
||||
- Address: Complete Malaysian address
|
||||
- Contact Information: Phone, email, website
|
||||
- Operating Hours: Clinic operating hours
|
||||
- Emergency Contact: After-hours contact information
|
||||
- Services: Medical services offered
|
||||
```
|
||||
|
||||
#### Healthcare Provider Setup
|
||||
|
||||
1. Navigate to **Healthcare → Settings → Healthcare Providers**
|
||||
2. Add medical practitioners:
|
||||
```markdown
|
||||
Practitioner Information:
|
||||
- Full Name: Doctor's full name as per IC
|
||||
- IC Number: Malaysian IC number
|
||||
- Medical License: MMC registration number
|
||||
- Specialization: Medical specialty
|
||||
- Qualifications: Medical qualifications
|
||||
- Contact Information: Professional contact details
|
||||
- Schedule: Available hours
|
||||
- Consultation Fees: Standard consultation rates
|
||||
```
|
||||
|
||||
#### Department Configuration
|
||||
|
||||
1. Navigate to **Healthcare → Settings → Departments**
|
||||
2. Set up departments:
|
||||
```markdown
|
||||
Department Structure:
|
||||
- General Practice: Primary care services
|
||||
- Specialist Care: Various medical specialties
|
||||
- Laboratory: Diagnostic services
|
||||
- Pharmacy: Medication dispensing
|
||||
- Radiology: Imaging services
|
||||
- Emergency: Emergency care services
|
||||
- Administration: Administrative services
|
||||
```
|
||||
|
||||
### 2. Service Configuration
|
||||
|
||||
#### Medical Services
|
||||
|
||||
1. Navigate to **Healthcare → Settings → Services**
|
||||
2. Configure medical services:
|
||||
```markdown
|
||||
Service Categories:
|
||||
- Consultations: General and specialist consultations
|
||||
- Procedures: Medical procedures and treatments
|
||||
- Diagnostics: Laboratory and imaging services
|
||||
- Vaccinations: Immunization services
|
||||
- Health Screening: Preventive care services
|
||||
- Minor Surgery: Outpatient surgical procedures
|
||||
- Follow-up: Post-treatment follow-ups
|
||||
```
|
||||
|
||||
#### Fee Structure
|
||||
|
||||
1. Navigate to **Healthcare → Settings → Fee Structure**
|
||||
2. Set up consultation fees:
|
||||
```markdown
|
||||
Fee Configuration:
|
||||
- New Patient: First consultation fee
|
||||
- Follow-up: Subsequent consultation fees
|
||||
- Specialist: Specialist consultation fees
|
||||
- Procedures: Procedure-specific fees
|
||||
- Diagnostics: Laboratory and imaging fees
|
||||
- Vaccinations: Immunization fees
|
||||
- Emergency: Emergency consultation fees
|
||||
```
|
||||
|
||||
## Patient Management
|
||||
|
||||
### 1. Patient Registration
|
||||
|
||||
#### New Patient Registration
|
||||
|
||||
1. Navigate to **Healthcare → Patients → Register New Patient**
|
||||
2. Enter patient information:
|
||||
```markdown
|
||||
Patient Demographics:
|
||||
- Personal Information:
|
||||
• Full Name: Name as per IC
|
||||
• IC Number: Malaysian IC format (YYYYMMDD-XX-XXXX)
|
||||
• Gender: Male/Female
|
||||
• Date of Birth: Date of birth
|
||||
• Age: Auto-calculated from IC
|
||||
• Blood Type: Blood group if known
|
||||
• Marital Status: Single, Married, Divorced, Widowed
|
||||
• Nationality: Malaysian or other
|
||||
• Race: Ethnic background (optional)
|
||||
|
||||
- Contact Information:
|
||||
• Phone Number: Primary contact number
|
||||
• Alternative Phone: Secondary contact
|
||||
• Email Address: Email for communications
|
||||
• Emergency Contact: Emergency contact person
|
||||
• Emergency Phone: Emergency contact number
|
||||
|
||||
- Address:
|
||||
• Street Address: Complete address
|
||||
• City/Town: City or town
|
||||
• State: Malaysian state
|
||||
• Postal Code: Postcode
|
||||
• Country: Malaysia (default)
|
||||
|
||||
- Medical Information:
|
||||
• Allergies: Known allergies
|
||||
• Medical Conditions: Pre-existing conditions
|
||||
• Current Medications: Ongoing medications
|
||||
• Family History: Family medical history
|
||||
• Last Physical: Last general check-up date
|
||||
• Primary Doctor: Regular healthcare provider
|
||||
• Insurance Provider: Health insurance information
|
||||
```
|
||||
|
||||
#### Medical History
|
||||
|
||||
1. Navigate to **Healthcare → Patients → Medical History**
|
||||
2. Document medical history:
|
||||
```markdown
|
||||
Medical History Categories:
|
||||
- Past Medical History: Previous illnesses and conditions
|
||||
- Surgical History: Past surgical procedures
|
||||
- Medication History: Current and past medications
|
||||
- Allergy History: Known allergies and reactions
|
||||
- Family History: Family medical conditions
|
||||
- Social History: Lifestyle factors (smoking, alcohol, etc.)
|
||||
- Immunization History: Vaccination records
|
||||
- Obstetric History: For female patients (if applicable)
|
||||
```
|
||||
|
||||
### 2. Patient Records Management
|
||||
|
||||
#### Electronic Health Records (EHR)
|
||||
|
||||
1. Navigate to **Healthcare → Patients → EHR**
|
||||
2. Manage electronic records:
|
||||
```markdown
|
||||
EHR Components:
|
||||
- Patient Demographics: Basic patient information
|
||||
- Medical History: Comprehensive medical history
|
||||
- Clinical Notes: Doctor consultation notes
|
||||
- Vital Signs: Blood pressure, weight, height, etc.
|
||||
- Laboratory Results: Blood test and diagnostic results
|
||||
- Imaging Results: X-ray, ultrasound, MRI results
|
||||
- Prescriptions: Current and past medications
|
||||
- Immunizations: Vaccination records
|
||||
- Allergies: Allergy information and reactions
|
||||
- Procedures: Medical procedures performed
|
||||
- Referrals: Specialist referral information
|
||||
```
|
||||
|
||||
#### Document Management
|
||||
|
||||
1. Navigate to **Healthcare → Patients → Documents**
|
||||
2. Manage patient documents:
|
||||
```markdown
|
||||
Document Types:
|
||||
- Medical Reports: Specialist reports and test results
|
||||
- Imaging Results: X-rays, MRIs, CT scans
|
||||
- Laboratory Reports: Blood test results
|
||||
- Consent Forms: Treatment consent forms
|
||||
- Insurance Documents: Insurance-related documents
|
||||
- ID Documents: Patient identification documents
|
||||
- Discharge Summaries: Hospital discharge summaries
|
||||
- Referral Letters: Specialist referral letters
|
||||
```
|
||||
|
||||
### 3. Patient Privacy and PDPA Compliance
|
||||
|
||||
#### Privacy Settings
|
||||
|
||||
1. Navigate to **Healthcare → Settings → Privacy**
|
||||
2. Configure privacy settings:
|
||||
```markdown
|
||||
PDPA Compliance Settings:
|
||||
- Data Collection: Patient consent for data collection
|
||||
- Data Usage: How patient data can be used
|
||||
- Data Sharing: With whom data can be shared
|
||||
- Data Retention: How long to keep records
|
||||
- Access Control: Who can access patient data
|
||||
- Audit Trail: Track data access and modifications
|
||||
- Patient Rights: Data access and correction rights
|
||||
```
|
||||
|
||||
#### Consent Management
|
||||
|
||||
1. Navigate to **Healthcare → Patients → Consents**
|
||||
2. Manage patient consents:
|
||||
```markdown
|
||||
Consent Types:
|
||||
- Treatment Consent: Consent for medical treatment
|
||||
- Data Processing: Consent for data processing
|
||||
- Research Participation: Consent for research studies
|
||||
- Marketing Communications: Consent for marketing
|
||||
- Third-party Sharing: Consent for data sharing
|
||||
- Emergency Contact: Emergency contact authorization
|
||||
- Insurance Processing: Insurance claim authorization
|
||||
```
|
||||
|
||||
## Appointment Management
|
||||
|
||||
### 1. Appointment Scheduling
|
||||
|
||||
#### Creating Appointments
|
||||
|
||||
1. Navigate to **Healthcare → Appointments → New Appointment**
|
||||
2. Schedule appointment:
|
||||
```markdown
|
||||
Appointment Details:
|
||||
- Patient Information: Select patient
|
||||
- Healthcare Provider: Choose doctor/specialist
|
||||
- Appointment Type: Type of consultation
|
||||
- Date and Time: Preferred date and time
|
||||
- Duration: Appointment length
|
||||
- Reason for Visit: Chief complaint or reason
|
||||
- Department: Relevant department
|
||||
- Location: Clinic/room location
|
||||
- Priority: Appointment priority level
|
||||
- Status: Appointment status (confirmed, pending, etc.)
|
||||
```
|
||||
|
||||
#### Appointment Types
|
||||
|
||||
1. Navigate to **Healthcare → Settings → Appointment Types**
|
||||
2. Configure appointment types:
|
||||
```markdown
|
||||
Appointment Categories:
|
||||
- New Patient: First-time consultation
|
||||
- Follow-up: Subsequent consultation
|
||||
- Specialist: Specialist consultation
|
||||
- Emergency: Emergency consultation
|
||||
- Vaccination: Immunization appointment
|
||||
- Health Screening: Preventive care appointment
|
||||
- Minor Procedure: Outpatient procedure
|
||||
- Review: Medical review appointment
|
||||
- Telephone: Phone consultation
|
||||
- Video: Telemedicine consultation
|
||||
```
|
||||
|
||||
### 2. Calendar Management
|
||||
|
||||
#### Clinic Calendar
|
||||
|
||||
1. Navigate to **Healthcare → Appointments → Calendar**
|
||||
2. View and manage appointments:
|
||||
```markdown
|
||||
Calendar Views:
|
||||
- Daily View: Appointments for selected day
|
||||
- Weekly View: Week overview
|
||||
- Monthly View: Month overview
|
||||
- Resource View: By healthcare provider
|
||||
- Department View: By department
|
||||
- Status View: By appointment status
|
||||
```
|
||||
|
||||
#### Appointment Reminders
|
||||
|
||||
1. Navigate to **Healthcare → Settings → Reminders**
|
||||
2. Configure reminder settings:
|
||||
```markdown
|
||||
Reminder Configuration:
|
||||
- SMS Reminders: Text message reminders
|
||||
- Email Reminders: Email notifications
|
||||
- Phone Reminders: Phone call reminders
|
||||
- Reminder Timing: When to send reminders
|
||||
- No-show Alerts: Late arrival notifications
|
||||
- Cancellation Policy: Cancellation rules
|
||||
- Waitlist: Waitlist management
|
||||
```
|
||||
|
||||
### 3. Appointment Analytics
|
||||
|
||||
#### Appointment Statistics
|
||||
|
||||
1. Navigate to **Healthcare → Reports → Appointments**
|
||||
2. View appointment metrics:
|
||||
```markdown
|
||||
Appointment Metrics:
|
||||
- Total Appointments: Number of appointments
|
||||
- Appointment Types: Breakdown by type
|
||||
- No-show Rate: Missed appointment percentage
|
||||
- Cancellation Rate: Cancelled appointment rate
|
||||
- Wait Times: Patient wait times
|
||||
- Provider Utilization: Doctor availability
|
||||
- Peak Hours: Busy time periods
|
||||
- Seasonal Trends: Appointment patterns
|
||||
```
|
||||
|
||||
## Medical Records Management
|
||||
|
||||
### 1. Clinical Documentation
|
||||
|
||||
#### Consultation Notes
|
||||
|
||||
1. Navigate to **Healthcare → Clinical → Consultation Notes**
|
||||
2. Document consultations:
|
||||
```markdown
|
||||
SOAP Note Format:
|
||||
- Subjective: Patient symptoms and complaints
|
||||
- Objective: Examination findings and vital signs
|
||||
- Assessment: Diagnosis and clinical assessment
|
||||
- Plan: Treatment plan and follow-up
|
||||
```
|
||||
|
||||
#### Progress Notes
|
||||
|
||||
1. Navigate to **Healthcare → Clinical → Progress Notes**
|
||||
2. Track patient progress:
|
||||
```markdown
|
||||
Progress Note Components:
|
||||
- Date and Time: Note creation time
|
||||
- Healthcare Provider: Author of note
|
||||
- Patient Status: Current condition
|
||||
- Treatment Response: Response to treatment
|
||||
- Medication Changes: Medication adjustments
|
||||
- New Developments: New symptoms or findings
|
||||
- Plan Changes: Treatment plan modifications
|
||||
```
|
||||
|
||||
### 2. Prescriptions
|
||||
|
||||
#### Electronic Prescribing
|
||||
|
||||
1. Navigate to **Healthcare → Prescriptions → New Prescription**
|
||||
2. Create prescription:
|
||||
```markdown
|
||||
Prescription Details:
|
||||
- Patient Information: Patient details
|
||||
- Medication Name: Drug name and strength
|
||||
- Dosage: Medication dosage
|
||||
- Frequency: How often to take
|
||||
- Duration: Treatment duration
|
||||
- Quantity: Total quantity prescribed
|
||||
- Instructions: Patient instructions
|
||||
- Refills: Number of refills allowed
|
||||
- Prescriber: Doctor's information
|
||||
- Date: Prescription date
|
||||
- Signature: Digital signature
|
||||
```
|
||||
|
||||
#### Medication Management
|
||||
|
||||
1. Navigate to **Healthcare → Prescriptions → Medication List**
|
||||
2. Manage patient medications:
|
||||
```markdown
|
||||
Medication Tracking:
|
||||
- Current Medications: Active prescriptions
|
||||
- Past Medications: Completed treatments
|
||||
- Allergies: Drug allergies and reactions
|
||||
- Interactions: Drug interaction warnings
|
||||
- Adherence: Medication adherence tracking
|
||||
- Refills: Refill status and history
|
||||
```
|
||||
|
||||
### 3. Laboratory and Diagnostics
|
||||
|
||||
#### Lab Orders
|
||||
|
||||
1. Navigate to **Healthcare → Laboratory → New Order**
|
||||
2. Order laboratory tests:
|
||||
```markdown
|
||||
Lab Test Categories:
|
||||
- Blood Tests: Complete blood count, chemistry panels
|
||||
- Urine Tests: Urinalysis, drug screening
|
||||
- Imaging: X-ray, ultrasound, MRI, CT scans
|
||||
- Specialized Tests: Genetic testing, biopsies
|
||||
- Screening: Health screening packages
|
||||
- Monitoring: Chronic disease monitoring
|
||||
```
|
||||
|
||||
#### Results Management
|
||||
|
||||
1. Navigate to **Healthcare → Laboratory → Results**
|
||||
2. Manage test results:
|
||||
```markdown
|
||||
Results Management:
|
||||
- Result Entry: Enter test results
|
||||
- Normal Ranges: Reference ranges
|
||||
- Abnormal Values: Flag abnormal results
|
||||
- Critical Values: Alert for critical results
|
||||
- Trend Analysis: Track changes over time
|
||||
- Patient Notification: Inform patients of results
|
||||
- Doctor Review: Doctor's interpretation
|
||||
```
|
||||
|
||||
## Billing and Insurance
|
||||
|
||||
### 1. Fee Management
|
||||
|
||||
#### Service Billing
|
||||
|
||||
1. Navigate to **Healthcare → Billing → Services**
|
||||
2. Manage service fees:
|
||||
```markdown
|
||||
Billing Categories:
|
||||
- Consultation Fees: Doctor consultation charges
|
||||
- Procedure Fees: Medical procedure charges
|
||||
- Laboratory Fees: Test and diagnostic charges
|
||||
- Medication Fees: Prescription charges
|
||||
- Room Fees: Facility usage charges
|
||||
- Equipment Fees: Medical equipment charges
|
||||
- Other Fees: Miscellaneous charges
|
||||
```
|
||||
|
||||
#### Insurance Integration
|
||||
|
||||
1. Navigate to **Healthcare → Billing → Insurance**
|
||||
2. Configure insurance providers:
|
||||
```markdown
|
||||
Malaysian Insurance Providers:
|
||||
- Government Insurance: SOCSO, civil servants
|
||||
- Private Insurance: Great Eastern, AIA, Prudential
|
||||
- Corporate Insurance: Company health plans
|
||||
- Employee Benefits: Employee health schemes
|
||||
- Travel Insurance: Visitor health insurance
|
||||
- Self-pay: Private payment options
|
||||
```
|
||||
|
||||
### 2. Claims Processing
|
||||
|
||||
#### Insurance Claims
|
||||
|
||||
1. Navigate to **Healthcare → Billing → Claims**
|
||||
2. Process insurance claims:
|
||||
```markdown
|
||||
Claim Processing:
|
||||
- Claim Submission: Submit to insurance
|
||||
- Claim Status: Track claim progress
|
||||
- Reimbursement: Process reimbursements
|
||||
- Rejections: Handle rejected claims
|
||||
- Appeals: Appeal denied claims
|
||||
- Reports: Generate claim reports
|
||||
- Reconciliation: Match payments to claims
|
||||
```
|
||||
|
||||
#### Patient Billing
|
||||
|
||||
1. Navigate to **Healthcare → Billing → Patient Billing**
|
||||
2. Manage patient accounts:
|
||||
```markdown
|
||||
Patient Billing:
|
||||
- Invoice Generation: Create patient invoices
|
||||
- Payment Processing: Accept payments
|
||||
- Payment Plans: Set up installment plans
|
||||
- Outstanding Balances: Track unpaid amounts
|
||||
- Statements: Send account statements
|
||||
- Collections: Manage overdue accounts
|
||||
- Discounts: Apply eligible discounts
|
||||
```
|
||||
|
||||
## Malaysian Healthcare Compliance
|
||||
|
||||
### 1. KKM Compliance
|
||||
|
||||
#### Ministry of Health Requirements
|
||||
|
||||
1. Navigate to **Healthcare → Settings → KKM Compliance**
|
||||
2. Configure compliance settings:
|
||||
```markdown
|
||||
KKM Requirements:
|
||||
- Clinic Registration: Valid KKM registration
|
||||
- License Management: Professional licenses
|
||||
- Facility Standards: Clinic facility requirements
|
||||
- Equipment Standards: Medical equipment compliance
|
||||
- Safety Standards: Patient safety protocols
|
||||
- Quality Standards: Healthcare quality metrics
|
||||
- Reporting Requirements: Mandatory reporting
|
||||
- Inspection Records: Facility inspection history
|
||||
```
|
||||
|
||||
#### Malaysian Medical Guidelines
|
||||
|
||||
1. Navigate to **Healthcare → Settings → Medical Guidelines**
|
||||
2. Set up clinical guidelines:
|
||||
```markdown
|
||||
Clinical Guidelines:
|
||||
- Treatment Protocols: Standard treatment procedures
|
||||
- Prescription Guidelines: Medication prescribing rules
|
||||
- Referral Guidelines: When to refer specialists
|
||||
- Emergency Protocols: Emergency treatment procedures
|
||||
- Infection Control: Infection prevention protocols
|
||||
- Patient Safety: Safety procedures and protocols
|
||||
- Ethics Guidelines: Medical ethics and conduct
|
||||
```
|
||||
|
||||
### 2. PDPA Compliance
|
||||
|
||||
#### Data Protection
|
||||
|
||||
1. Navigate to **Healthcare → Settings → PDPA**
|
||||
2. Configure data protection:
|
||||
```markdown
|
||||
PDPA Implementation:
|
||||
- Data Collection: Patient data collection consent
|
||||
- Data Usage: How data is used and processed
|
||||
- Data Security: Security measures for data protection
|
||||
- Access Control: Who can access patient data
|
||||
- Data Retention: How long data is kept
|
||||
- Data Disposal: Secure data deletion procedures
|
||||
- Breach Notification: Data breach procedures
|
||||
- Patient Rights: Data access and correction rights
|
||||
```
|
||||
|
||||
#### Audit Trail
|
||||
|
||||
1. Navigate to **Healthcare → Reports → Audit Trail**
|
||||
2. Review data access logs:
|
||||
```markdown
|
||||
Audit Trail Features:
|
||||
- Access Logs: Who accessed patient records
|
||||
- Modification Logs: Changes to patient data
|
||||
- Access Time: When records were accessed
|
||||
- Access Purpose: Reason for access
|
||||
- User Identification: Who made the access
|
||||
- System Changes: System configuration changes
|
||||
- Security Events: Security-related events
|
||||
- Compliance Reports: Compliance monitoring reports
|
||||
```
|
||||
|
||||
## Reporting and Analytics
|
||||
|
||||
### 1. Clinical Reports
|
||||
|
||||
#### Patient Statistics
|
||||
|
||||
1. Navigate to **Healthcare → Reports → Patient Statistics**
|
||||
2. View patient metrics:
|
||||
```markdown
|
||||
Patient Metrics:
|
||||
- Total Patients: Number of registered patients
|
||||
- New Patients: Patient acquisition rate
|
||||
- Active Patients: Regularly visiting patients
|
||||
- Patient Demographics: Age, gender, location
|
||||
- Patient Retention: Return visit rates
|
||||
- No-show Rates: Missed appointment rates
|
||||
- Patient Satisfaction: Satisfaction survey results
|
||||
```
|
||||
|
||||
#### Clinical Outcomes
|
||||
|
||||
1. Navigate to **Healthcare → Reports → Clinical Outcomes**
|
||||
2. Analyze treatment outcomes:
|
||||
```markdown
|
||||
Outcome Metrics:
|
||||
- Treatment Success: Treatment effectiveness
|
||||
- Recovery Rates: Patient recovery statistics
|
||||
- Complication Rates: Treatment complications
|
||||
- Readmission Rates: Hospital readmissions
|
||||
- Medication Adherence: Patient compliance
|
||||
- Screening Rates: Preventive care participation
|
||||
- Vaccination Rates: Immunization coverage
|
||||
```
|
||||
|
||||
### 2. Operational Reports
|
||||
|
||||
#### Clinic Performance
|
||||
|
||||
1. Navigate to **Healthcare → Reports → Clinic Performance**
|
||||
2. View clinic metrics:
|
||||
```markdown
|
||||
Performance Metrics:
|
||||
- Patient Volume: Number of patients seen
|
||||
- Appointment Utilization: Schedule efficiency
|
||||
- Wait Times: Patient waiting times
|
||||
- Provider Productivity: Doctor efficiency
|
||||
- Revenue per Patient: Average revenue
|
||||
- Cost per Visit: Operational costs
|
||||
- Resource Utilization: Staff and facility usage
|
||||
```
|
||||
|
||||
#### Financial Reports
|
||||
|
||||
1. Navigate to **Healthcare → Reports → Financial**
|
||||
2. Analyze financial performance:
|
||||
```markdown
|
||||
Financial Metrics:
|
||||
- Revenue: Total clinic revenue
|
||||
- Expenses: Operating expenses
|
||||
- Profit: Net profit/loss
|
||||
- Insurance Revenue: Insurance payments
|
||||
- Patient Payments: Direct patient payments
|
||||
- Bad Debt: Unpaid accounts
|
||||
- Claim Rejections: Denied insurance claims
|
||||
```
|
||||
|
||||
## Mobile Features
|
||||
|
||||
### 1. Mobile Patient Access
|
||||
|
||||
#### Patient App Features
|
||||
|
||||
1. Patients can use the mobile app to:
|
||||
```markdown
|
||||
Mobile Capabilities:
|
||||
- Appointments: Book and manage appointments
|
||||
- Medical Records: View personal medical records
|
||||
- Prescriptions: View current prescriptions
|
||||
- Test Results: Access laboratory results
|
||||
- Billing: View and pay bills
|
||||
- Notifications: Receive appointment reminders
|
||||
- Communication: Secure messaging with clinic
|
||||
- Health Tracking: Track personal health metrics
|
||||
```
|
||||
|
||||
### 2. Provider Mobile Access
|
||||
|
||||
#### Doctor Mobile Features
|
||||
|
||||
1. Healthcare providers can use mobile to:
|
||||
```markdown
|
||||
Provider Mobile Features:
|
||||
- Schedule: View and manage appointments
|
||||
- Patient Records: Access patient information
|
||||
- Prescriptions: Write and manage prescriptions
|
||||
- Test Results: Review laboratory results
|
||||
- Communication: Message patients and staff
|
||||
- On-call: Manage on-call responsibilities
|
||||
- Telemedicine: Conduct virtual consultations
|
||||
- Documentation: Add clinical notes
|
||||
```
|
||||
|
||||
## Telemedicine Features
|
||||
|
||||
### 1. Virtual Consultations
|
||||
|
||||
#### Setting Up Telemedicine
|
||||
|
||||
1. Navigate to **Healthcare → Settings → Telemedicine**
|
||||
2. Configure telemedicine:
|
||||
```markdown
|
||||
Telemedicine Configuration:
|
||||
- Virtual Scheduling: Online appointment booking
|
||||
- Video Conferencing: Video consultation setup
|
||||
- Payment Processing: Online payment integration
|
||||
- Prescriptions: E-prescribing for telemedicine
|
||||
- Documentation: Virtual visit documentation
|
||||
- Technical Support: Patient and provider support
|
||||
- Privacy: Telemedicine privacy measures
|
||||
```
|
||||
|
||||
#### Virtual Visit Process
|
||||
|
||||
1. Navigate to **Healthcare → Telemedicine → Virtual Visit**
|
||||
2. Conduct virtual consultations:
|
||||
```markdown
|
||||
Virtual Visit Process:
|
||||
1. Patient books virtual appointment
|
||||
2. Patient receives virtual room link
|
||||
3. Doctor and patient join virtual room
|
||||
4. Conduct video consultation
|
||||
5. Document consultation findings
|
||||
6. Prescribe medications if needed
|
||||
7. Schedule follow-up if required
|
||||
8. Process payment
|
||||
```
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### 1. Common Issues
|
||||
|
||||
#### Appointment Scheduling Issues
|
||||
|
||||
**Booking Conflicts**
|
||||
- Check provider availability
|
||||
- Verify room availability
|
||||
- Review double bookings
|
||||
- Update calendar synchronization
|
||||
- Contact technical support
|
||||
|
||||
**Reminder Failures**
|
||||
- Verify contact information
|
||||
- Check notification settings
|
||||
- Review SMS/email configuration
|
||||
- Test reminder system
|
||||
- Update patient preferences
|
||||
|
||||
#### Medical Record Issues
|
||||
|
||||
**Access Problems**
|
||||
- Verify user permissions
|
||||
- Check patient consent settings
|
||||
- Review system access logs
|
||||
- Reset user access if needed
|
||||
- Contact system administrator
|
||||
|
||||
**Data Sync Issues**
|
||||
- Check internet connection
|
||||
- Verify cloud synchronization
|
||||
- Update mobile applications
|
||||
- Clear application cache
|
||||
- Reinstall applications
|
||||
|
||||
### 2. Technical Issues
|
||||
|
||||
**System Performance**
|
||||
- Clear browser cache
|
||||
- Update applications
|
||||
- Check internet speed
|
||||
- Verify system status
|
||||
- Contact technical support
|
||||
|
||||
**Mobile App Issues**
|
||||
- Ensure latest version
|
||||
- Check device compatibility
|
||||
- Restart mobile device
|
||||
- Update operating system
|
||||
- Reinstall application
|
||||
|
||||
## Best Practices
|
||||
|
||||
### 1. Patient Care
|
||||
|
||||
**Clinical Excellence**
|
||||
- Follow clinical guidelines
|
||||
- Maintain accurate records
|
||||
- Communicate effectively
|
||||
- Respect patient privacy
|
||||
- Provide compassionate care
|
||||
|
||||
**Patient Experience**
|
||||
- Minimize wait times
|
||||
- Provide clear instructions
|
||||
- Maintain clean facilities
|
||||
- Train staff effectively
|
||||
- Collect patient feedback
|
||||
|
||||
### 2. Operational Efficiency
|
||||
|
||||
**Clinic Management**
|
||||
- Optimize appointment scheduling
|
||||
- Maintain adequate supplies
|
||||
- Train staff effectively
|
||||
- Monitor performance metrics
|
||||
- Implement continuous improvement
|
||||
|
||||
**Financial Management**
|
||||
- Monitor revenue and expenses
|
||||
- Optimize billing processes
|
||||
- Manage accounts receivable
|
||||
- Control operational costs
|
||||
- Plan for growth
|
||||
|
||||
### 3. Malaysian Healthcare Compliance
|
||||
|
||||
**Regulatory Compliance**
|
||||
- Stay updated on KKM regulations
|
||||
- Maintain proper documentation
|
||||
- Conduct regular audits
|
||||
- Train staff on compliance
|
||||
- Implement quality improvement
|
||||
|
||||
**Data Protection**
|
||||
- Follow PDPA guidelines
|
||||
- Implement security measures
|
||||
- Train staff on privacy
|
||||
- Conduct regular security reviews
|
||||
- Maintain audit trails
|
||||
|
||||
## Conclusion
|
||||
|
||||
The Healthcare Module provides comprehensive solutions for Malaysian healthcare providers. By following this guide, you can effectively manage your practice, maintain compliance with Malaysian regulations, and provide excellent patient care.
|
||||
|
||||
Remember to:
|
||||
1. **Stay Compliant**: Keep up with KKM and PDPA requirements
|
||||
2. **Use Technology**: Leverage mobile and telemedicine features
|
||||
3. **Focus on Quality**: Maintain high clinical standards
|
||||
4. **Train Staff**: Ensure staff are properly trained
|
||||
5. **Monitor Performance**: Regularly review metrics and reports
|
||||
|
||||
For additional support:
|
||||
- **Help Center**: Comprehensive knowledge base
|
||||
- **Video Tutorials**: Step-by-step training videos
|
||||
- **Community Forum**: Connect with other healthcare providers
|
||||
- **Technical Support**: healthcare-support@yourplatform.com
|
||||
- **Training Resources**: healthcare-training@yourplatform.com
|
||||
|
||||
Success with the Healthcare Module comes from understanding Malaysian healthcare requirements, maintaining high clinical standards, and providing excellent patient care while ensuring compliance with all relevant regulations.
|
||||
1064
docs/user-guides/modules/logistics.md
Normal file
1064
docs/user-guides/modules/logistics.md
Normal file
File diff suppressed because it is too large
Load Diff
769
docs/user-guides/modules/retail.md
Normal file
769
docs/user-guides/modules/retail.md
Normal file
@@ -0,0 +1,769 @@
|
||||
# Retail Module User Guide
|
||||
|
||||
## Overview
|
||||
|
||||
The Retail Module provides comprehensive solutions for Malaysian retail businesses, including inventory management, sales processing, customer relationship management, and Malaysian market-specific features like SST compliance and local payment methods.
|
||||
|
||||
### Key Features
|
||||
|
||||
- **Inventory Management**: Track stock levels, manage suppliers, automate reordering
|
||||
- **Sales Processing**: Complete POS functionality with Malaysian payment methods
|
||||
- **Customer Management**: Loyalty programs, customer insights, personalized marketing
|
||||
- **SST Compliance**: Automated SST calculation and reporting
|
||||
- **Multi-location**: Support for multiple store locations
|
||||
- **Reporting**: Comprehensive sales and inventory reports
|
||||
- **Mobile Access**: Full functionality on mobile devices
|
||||
|
||||
## Getting Started
|
||||
|
||||
### 1. Module Setup
|
||||
|
||||
#### Initial Configuration
|
||||
|
||||
1. Navigate to **Retail → Settings → General**
|
||||
2. Configure basic settings:
|
||||
```markdown
|
||||
Required Settings:
|
||||
- Store Name: Your business name
|
||||
- Store Address: Malaysian address format
|
||||
- Contact Information: Phone and email
|
||||
- Business Hours: Operating hours
|
||||
- Currency: Malaysian Ringgit (MYR)
|
||||
- Timezone: Asia/Kuala Lumpur (UTC+8)
|
||||
```
|
||||
|
||||
#### SST Configuration
|
||||
|
||||
1. Navigate to **Retail → Settings → Tax**
|
||||
2. Configure SST settings:
|
||||
```markdown
|
||||
SST Configuration:
|
||||
- SST Registration Number: Your SST registration number
|
||||
- Standard Rate: 6% (default)
|
||||
- Exempt Categories: Configure tax-exempt products
|
||||
- SST-Registered: Enable if you are SST-registered
|
||||
- Include SST in Prices: Choose pricing strategy
|
||||
```
|
||||
|
||||
#### Payment Methods
|
||||
|
||||
1. Navigate to **Retail → Settings → Payment Methods**
|
||||
2. Enable Malaysian payment options:
|
||||
```markdown
|
||||
Available Payment Methods:
|
||||
- Cash: Cash payments
|
||||
- Touch 'n Go: e-wallet payments
|
||||
- GrabPay: e-wallet payments
|
||||
- Credit Cards: Visa, Mastercard, Amex
|
||||
- Debit Cards: Bank debit cards
|
||||
- Online Banking: Maybank2U, CIMB Clicks, etc.
|
||||
- E-wallets: Boost, ShopeePay, etc.
|
||||
```
|
||||
|
||||
### 2. Product Setup
|
||||
|
||||
#### Creating Product Categories
|
||||
|
||||
1. Navigate to **Retail → Products → Categories**
|
||||
2. Create categories for your products:
|
||||
```markdown
|
||||
Example Categories:
|
||||
- Electronics
|
||||
- Clothing & Apparel
|
||||
- Food & Beverages
|
||||
- Health & Beauty
|
||||
- Home & Living
|
||||
- Sports & Outdoors
|
||||
```
|
||||
|
||||
#### Adding Products
|
||||
|
||||
1. Navigate to **Retail → Products → Add Product**
|
||||
2. Enter product details:
|
||||
```markdown
|
||||
Product Information:
|
||||
- SKU: Unique stock keeping unit
|
||||
- Product Name: Descriptive product name
|
||||
- Category: Select appropriate category
|
||||
- Description: Detailed product description
|
||||
- Brand: Product brand
|
||||
- Barcode: Product barcode (optional)
|
||||
```
|
||||
|
||||
3. Configure pricing:
|
||||
```markdown
|
||||
Pricing Information:
|
||||
- Cost Price: Your cost price
|
||||
- Selling Price: Retail price
|
||||
- SST Rate: 6% or exempt
|
||||
- Discount: Default discount percentage
|
||||
- Promotion: Special pricing if applicable
|
||||
```
|
||||
|
||||
4. Set inventory details:
|
||||
```markdown
|
||||
Inventory Details:
|
||||
- Current Stock: Current stock quantity
|
||||
- Reorder Point: When to reorder
|
||||
- Maximum Stock: Maximum stock level
|
||||
- Location: Store location
|
||||
- Supplier: Default supplier
|
||||
```
|
||||
|
||||
## Inventory Management
|
||||
|
||||
### 1. Stock Management
|
||||
|
||||
#### Receiving Stock
|
||||
|
||||
1. Navigate to **Retail → Inventory → Receive Stock**
|
||||
2. Select supplier and purchase order
|
||||
3. Enter received quantities:
|
||||
```markdown
|
||||
Receiving Process:
|
||||
- Select Supplier: Choose from supplier list
|
||||
- PO Reference: Purchase order number
|
||||
- Receive Date: Date of receipt
|
||||
- Products: List of products received
|
||||
- Quantities: Actual quantities received
|
||||
- Condition: Note any damaged items
|
||||
```
|
||||
|
||||
#### Stock Transfers
|
||||
|
||||
1. Navigate to **Retail → Inventory → Stock Transfer**
|
||||
2. Configure transfer:
|
||||
```markdown
|
||||
Transfer Details:
|
||||
- From Location: Source store/location
|
||||
- To Location: Destination store/location
|
||||
- Products: Items to transfer
|
||||
- Quantities: Transfer quantities
|
||||
- Transfer Date: Date of transfer
|
||||
- Reason: Purpose of transfer
|
||||
```
|
||||
|
||||
#### Stock Adjustments
|
||||
|
||||
1. Navigate to **Retail → Inventory → Stock Adjustment**
|
||||
2. Make adjustments:
|
||||
```markdown
|
||||
Adjustment Types:
|
||||
- Damage: Write off damaged stock
|
||||
- Loss: Account for lost stock
|
||||
- Found: Add found items
|
||||
- Count Correction: Fix counting errors
|
||||
- Expiry: Remove expired items
|
||||
```
|
||||
|
||||
### 2. Supplier Management
|
||||
|
||||
#### Adding Suppliers
|
||||
|
||||
1. Navigate to **Retail → Suppliers → Add Supplier**
|
||||
2. Enter supplier information:
|
||||
```markdown
|
||||
Supplier Details:
|
||||
- Company Name: Supplier business name
|
||||
- Contact Person: Primary contact
|
||||
- Phone: Contact phone number
|
||||
- Email: Contact email
|
||||
- Address: Supplier address
|
||||
- Payment Terms: Payment conditions
|
||||
- Products: Products supplied
|
||||
- Lead Time: Delivery time
|
||||
```
|
||||
|
||||
#### Purchase Orders
|
||||
|
||||
1. Navigate to **Retail → Purchasing → Create PO**
|
||||
2. Create purchase order:
|
||||
```markdown
|
||||
PO Creation:
|
||||
- Supplier: Select supplier
|
||||
- Order Date: Order placement date
|
||||
- Expected Delivery: Delivery date
|
||||
- Products: Required items and quantities
|
||||
- Prices: Agreed prices
|
||||
- Terms: Payment and delivery terms
|
||||
```
|
||||
|
||||
### 3. Inventory Reports
|
||||
|
||||
#### Stock Status Report
|
||||
|
||||
1. Navigate to **Retail → Reports → Inventory → Stock Status**
|
||||
2. Generate report with filters:
|
||||
```markdown
|
||||
Available Filters:
|
||||
- Product Category: Filter by category
|
||||
- Stock Level: Low stock, normal, high stock
|
||||
- Location: Specific store locations
|
||||
- Supplier: Filter by supplier
|
||||
- Date Range: Specific time period
|
||||
```
|
||||
|
||||
#### Inventory Valuation
|
||||
|
||||
1. Navigate to **Retail → Reports → Inventory → Valuation**
|
||||
2. View inventory value:
|
||||
```markdown
|
||||
Valuation Methods:
|
||||
- FIFO: First In, First Out
|
||||
- LIFO: Last In, First Out
|
||||
- Weighted Average: Average cost method
|
||||
- Specific Cost: Track specific costs
|
||||
```
|
||||
|
||||
## Sales Processing
|
||||
|
||||
### 1. Point of Sale (POS)
|
||||
|
||||
#### Sales Transaction
|
||||
|
||||
1. Navigate to **Retail → POS → New Sale**
|
||||
2. Process sale:
|
||||
```markdown
|
||||
Sales Process:
|
||||
1. Add Products: Scan or select products
|
||||
2. Enter Quantities: Specify quantities
|
||||
3. Apply Discounts: Add customer discounts
|
||||
4. Calculate Total: System calculates total with SST
|
||||
5. Select Payment: Choose payment method
|
||||
6. Process Payment: Complete payment
|
||||
7. Generate Receipt: Print or email receipt
|
||||
```
|
||||
|
||||
#### Payment Processing
|
||||
|
||||
**Cash Payments**
|
||||
- Enter amount received
|
||||
- Calculate change
|
||||
- Complete transaction
|
||||
|
||||
**E-wallet Payments**
|
||||
- Select e-wallet type (Touch 'n Go, GrabPay)
|
||||
- Generate QR code
|
||||
- Wait for customer payment
|
||||
- Confirm payment
|
||||
|
||||
**Card Payments**
|
||||
- Insert/swipe card
|
||||
- Enter PIN if required
|
||||
- Process transaction
|
||||
- Get authorization
|
||||
|
||||
**Online Banking**
|
||||
- Select bank
|
||||
- Generate payment reference
|
||||
- Customer completes online payment
|
||||
- Confirm payment received
|
||||
|
||||
### 2. Sales Management
|
||||
|
||||
#### Sales Orders
|
||||
|
||||
1. Navigate to **Retail → Sales → Sales Orders**
|
||||
2. Create sales order:
|
||||
```markdown
|
||||
Sales Order Details:
|
||||
- Customer: Select customer
|
||||
- Order Date: Order placement date
|
||||
- Products: Items and quantities
|
||||
- Prices: Agreed prices
|
||||
- Discounts: Any applicable discounts
|
||||
- Delivery: Delivery instructions
|
||||
- Payment Terms: Payment conditions
|
||||
```
|
||||
|
||||
#### Invoices
|
||||
|
||||
1. Navigate to **Retail → Sales → Invoices**
|
||||
2. Generate SST-compliant invoice:
|
||||
```markdown
|
||||
Invoice Requirements:
|
||||
- Business Details: Your business information
|
||||
- SST Registration: Your SST number
|
||||
- Customer Details: Customer information
|
||||
- Invoice Number: Unique invoice number
|
||||
- Date: Invoice date
|
||||
- Items: Products/services provided
|
||||
- SST Amount: SST calculation
|
||||
- Total Amount: Total including SST
|
||||
- Payment Terms: Payment conditions
|
||||
```
|
||||
|
||||
#### Returns and Refunds
|
||||
|
||||
1. Navigate to **Retail → Sales → Returns**
|
||||
2. Process return:
|
||||
```markdown
|
||||
Return Process:
|
||||
- Original Invoice: Reference original sale
|
||||
- Return Date: Date of return
|
||||
- Products: Items being returned
|
||||
- Reason: Return reason
|
||||
- Condition: Item condition
|
||||
- Refund Method: How to process refund
|
||||
- Restock: Whether to restock item
|
||||
```
|
||||
|
||||
### 3. Sales Reports
|
||||
|
||||
#### Sales Summary
|
||||
|
||||
1. Navigate to **Retail → Reports → Sales → Summary**
|
||||
2. View sales performance:
|
||||
```markdown
|
||||
Sales Metrics:
|
||||
- Total Sales: Gross sales amount
|
||||
- Net Sales: Sales after returns
|
||||
- SST Collected: Total SST amount
|
||||
- Average Transaction: Average sale value
|
||||
- Items Sold: Total units sold
|
||||
- Top Products: Best-selling items
|
||||
```
|
||||
|
||||
#### Sales by Category
|
||||
|
||||
1. Navigate to **Retail → Reports → Sales → By Category**
|
||||
2. Analyze category performance:
|
||||
```markdown
|
||||
Category Analysis:
|
||||
- Category Sales: Sales by product category
|
||||
- Category Profit: Profit by category
|
||||
- Category Margin: Profit margin by category
|
||||
- Category Growth: Growth trends by category
|
||||
```
|
||||
|
||||
## Customer Management
|
||||
|
||||
### 1. Customer Registration
|
||||
|
||||
#### Adding Customers
|
||||
|
||||
1. Navigate to **Retail → Customers → Add Customer**
|
||||
2. Enter customer information:
|
||||
```markdown
|
||||
Customer Information:
|
||||
- Personal Details:
|
||||
• Full Name: Customer's full name
|
||||
• IC Number: Malaysian IC (optional)
|
||||
• Phone: Contact phone number
|
||||
• Email: Email address
|
||||
• Date of Birth: For age verification
|
||||
|
||||
- Address:
|
||||
• Street Address: Complete address
|
||||
• City: City or town
|
||||
• State: Malaysian state
|
||||
• Postal Code: Postcode
|
||||
• Country: Malaysia (default)
|
||||
|
||||
- Preferences:
|
||||
• Communication: Preferred contact method
|
||||
• Language: Preferred language
|
||||
• Interests: Product interests
|
||||
```
|
||||
|
||||
#### Customer Groups
|
||||
|
||||
1. Navigate to **Retail → Customers → Groups**
|
||||
2. Create customer segments:
|
||||
```markdown
|
||||
Customer Groups:
|
||||
- VIP Customers: High-value customers
|
||||
- Regular Customers: Frequent shoppers
|
||||
- New Customers: Recently acquired
|
||||
- Wholesale: Business customers
|
||||
- Senior Citizens: Age 60+ customers
|
||||
- Students: Student customers
|
||||
```
|
||||
|
||||
### 2. Loyalty Program
|
||||
|
||||
#### Setting Up Loyalty Program
|
||||
|
||||
1. Navigate to **Retail → Settings → Loyalty Program**
|
||||
2. Configure loyalty program:
|
||||
```markdown
|
||||
Loyalty Configuration:
|
||||
- Program Name: Name of your loyalty program
|
||||
- Points per RM: Points earned per ringgit spent
|
||||
- Redemption Rate: Points needed for rewards
|
||||
- Tiers: Customer benefit tiers
|
||||
- Expiry: Points expiration policy
|
||||
- Benefits: Tier-specific benefits
|
||||
```
|
||||
|
||||
#### Customer Tiers
|
||||
|
||||
1. Navigate to **Retail → Settings → Loyalty Tiers**
|
||||
2. Define customer tiers:
|
||||
```markdown
|
||||
Tier Structure:
|
||||
- Bronze Tier: Entry level (0-500 points)
|
||||
• 1 point per RM spent
|
||||
• Birthday discount: 5%
|
||||
|
||||
- Silver Tier: Mid level (501-2000 points)
|
||||
• 1.2 points per RM spent
|
||||
• Birthday discount: 10%
|
||||
• Early access to sales
|
||||
|
||||
- Gold Tier: High level (2001+ points)
|
||||
• 1.5 points per RM spent
|
||||
• Birthday discount: 15%
|
||||
• Early access to sales
|
||||
• Exclusive events
|
||||
```
|
||||
|
||||
### 3. Customer Communication
|
||||
|
||||
#### Email Marketing
|
||||
|
||||
1. Navigate to **Retail → Marketing → Email Campaigns**
|
||||
2. Create email campaign:
|
||||
```markdown
|
||||
Campaign Setup:
|
||||
- Campaign Name: Descriptive campaign name
|
||||
- Target Audience: Customer segments
|
||||
- Email Template: Choose or create template
|
||||
- Content: Campaign content
|
||||
- Schedule: Send date and time
|
||||
- Personalization: Dynamic content fields
|
||||
```
|
||||
|
||||
#### SMS Marketing
|
||||
|
||||
1. Navigate to **Retail → Marketing → SMS Campaigns**
|
||||
2. Create SMS campaign:
|
||||
```markdown
|
||||
SMS Campaign:
|
||||
- Message Content: SMS text (160 characters)
|
||||
- Recipients: Target customer list
|
||||
- Send Time: Scheduled send time
|
||||
- Personalization: Customer name insertions
|
||||
- Opt-out: Include opt-out instructions
|
||||
```
|
||||
|
||||
## Malaysian Market Features
|
||||
|
||||
### 1. SST Compliance
|
||||
|
||||
#### SST Configuration
|
||||
|
||||
1. Navigate to **Retail → Settings → SST**
|
||||
2. Configure SST settings:
|
||||
```markdown
|
||||
SST Settings:
|
||||
- SST Registration: Your SST registration number
|
||||
- Tax Rates: Standard rate (6%) and exempt categories
|
||||
- Tax-Inclusive Pricing: Whether prices include SST
|
||||
- Invoice Requirements: SST-compliant invoicing
|
||||
- Reporting: SST reporting and filing
|
||||
- Audit Trail: Transaction history for audits
|
||||
```
|
||||
|
||||
#### SST Reporting
|
||||
|
||||
1. Navigate to **Retail → Reports → SST**
|
||||
2. Generate SST reports:
|
||||
```markdown
|
||||
SST Reports:
|
||||
- SST Summary: Total SST collected
|
||||
- SST by Category: SST by product category
|
||||
- SST Transactions: Detailed SST transactions
|
||||
- SST Filing: Ready-to-file SST reports
|
||||
- Exempt Sales: Sales exempt from SST
|
||||
```
|
||||
|
||||
### 2. Malaysian Payment Methods
|
||||
|
||||
#### E-wallet Integration
|
||||
|
||||
1. Navigate to **Retail → Settings → Payment Methods**
|
||||
2. Configure e-wallets:
|
||||
```markdown
|
||||
E-wallet Setup:
|
||||
- Touch 'n Go: Business account setup
|
||||
- GrabPay: Merchant configuration
|
||||
- Boost: Merchant setup
|
||||
- ShopeePay: Business account setup
|
||||
- Transaction Fees: Configure fee structure
|
||||
- Settlement: Bank settlement details
|
||||
```
|
||||
|
||||
#### Online Banking
|
||||
|
||||
1. Navigate to **Retail → Settings → Online Banking**
|
||||
2. Configure bank integrations:
|
||||
```markdown
|
||||
Bank Integration:
|
||||
- Maybank2U: Business banking setup
|
||||
- CIMB Clicks: Merchant services
|
||||
- RHB Now: Banking integration
|
||||
- Hong Leong Connect: Payment processing
|
||||
- Payment Gateway: Gateway configuration
|
||||
```
|
||||
|
||||
### 3. Local Business Features
|
||||
|
||||
#### Malaysian Address Format
|
||||
|
||||
1. Navigate to **Retail → Settings → Address Format**
|
||||
2. Configure address format:
|
||||
```markdown
|
||||
Malaysian Address Format:
|
||||
- Street Address: Street number and name
|
||||
- Taman/Area: Residential or commercial area
|
||||
- Postcode: Malaysian postcode
|
||||
- City: City or town
|
||||
- State: Malaysian state
|
||||
- Country: Malaysia (default)
|
||||
```
|
||||
|
||||
#### Public Holidays
|
||||
|
||||
1. Navigate to **Retail → Settings → Holidays**
|
||||
2. Configure holidays:
|
||||
```markdown
|
||||
Malaysian Holidays:
|
||||
- Federal Holidays: National holidays
|
||||
- State Holidays: State-specific holidays
|
||||
- Religious Holidays: Religious observances
|
||||
- Special Events: Special business events
|
||||
- Operating Hours: Holiday operating hours
|
||||
```
|
||||
|
||||
## Reporting and Analytics
|
||||
|
||||
### 1. Sales Analytics
|
||||
|
||||
#### Sales Performance
|
||||
|
||||
1. Navigate to **Retail → Analytics → Sales Performance**
|
||||
2. View sales metrics:
|
||||
```markdown
|
||||
Sales Metrics:
|
||||
- Revenue Trends: Sales over time
|
||||
- Product Performance: Best-selling products
|
||||
- Category Performance: Sales by category
|
||||
- Time Analysis: Sales by time/day
|
||||
- Staff Performance: Sales by staff member
|
||||
- Location Performance: Sales by store location
|
||||
```
|
||||
|
||||
#### Customer Analytics
|
||||
|
||||
1. Navigate to **Retail → Analytics → Customer Insights**
|
||||
2. Analyze customer data:
|
||||
```markdown
|
||||
Customer Metrics:
|
||||
- Customer Acquisition: New customers over time
|
||||
- Customer Retention: Repeat customer rate
|
||||
- Customer Lifetime Value: CLV calculations
|
||||
- Purchase Patterns: Buying behavior analysis
|
||||
- Demographics: Customer demographic data
|
||||
- Loyalty Program: Loyalty participation rates
|
||||
```
|
||||
|
||||
### 2. Inventory Analytics
|
||||
|
||||
#### Stock Analysis
|
||||
|
||||
1. Navigate to **Retail → Analytics → Inventory**
|
||||
2. Analyze inventory:
|
||||
```markdown
|
||||
Inventory Metrics:
|
||||
- Stock Turnover: How quickly inventory sells
|
||||
- Stock Levels: Current inventory status
|
||||
- Aging Inventory: Old stock analysis
|
||||
- Reorder Points: Optimal reorder quantities
|
||||
- Supplier Performance: Supplier delivery times
|
||||
- Lost Sales: Out-of-stock impact
|
||||
```
|
||||
|
||||
#### Demand Forecasting
|
||||
|
||||
1. Navigate to **Retail → Analytics → Forecasting**
|
||||
2. View forecasts:
|
||||
```markdown
|
||||
Forecasting Features:
|
||||
- Sales Forecasting: Predict future sales
|
||||
- Demand Planning: Plan inventory needs
|
||||
- Seasonal Trends: Seasonal demand patterns
|
||||
- Trend Analysis: Market trend identification
|
||||
- Alerts: Low stock and overstock alerts
|
||||
```
|
||||
|
||||
## Mobile Features
|
||||
|
||||
### 1. Mobile POS
|
||||
|
||||
#### Mobile Sales Processing
|
||||
|
||||
1. Open mobile app
|
||||
2. Navigate to **Retail → POS**
|
||||
3. Process sales on mobile:
|
||||
```markdown
|
||||
Mobile POS Features:
|
||||
- Product Search: Quick product lookup
|
||||
- Barcode Scanning: Camera-based scanning
|
||||
- Mobile Payments: Process payments on device
|
||||
- Receipt Printing: Bluetooth printer support
|
||||
- Offline Mode: Process sales without internet
|
||||
- Sync: Automatic data synchronization
|
||||
```
|
||||
|
||||
#### Inventory Management
|
||||
|
||||
1. Navigate to **Retail → Inventory** on mobile
|
||||
2. Manage inventory:
|
||||
```markdown
|
||||
Mobile Inventory Features:
|
||||
- Stock Count: Mobile stock counting
|
||||
- Receiving: Receive shipments on mobile
|
||||
- Transfers: Transfer stock between locations
|
||||
- Adjustments: Make stock adjustments
|
||||
- Barcode Scanning: Scan barcodes with camera
|
||||
- Photos: Add product photos
|
||||
```
|
||||
|
||||
### 2. Customer Management
|
||||
|
||||
#### Mobile Customer Lookup
|
||||
|
||||
1. Navigate to **Retail → Customers** on mobile
|
||||
2. Access customer information:
|
||||
```markdown
|
||||
Mobile Customer Features:
|
||||
- Customer Search: Find customers quickly
|
||||
- Purchase History: View customer purchases
|
||||
- Loyalty Points: Check point balance
|
||||
- Contact Info: Access contact details
|
||||
- Notes: Add customer notes
|
||||
- Communication: Call or email customers
|
||||
```
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### 1. Common Issues
|
||||
|
||||
#### POS Issues
|
||||
|
||||
**Transaction Failures**
|
||||
- Check internet connection
|
||||
- Verify payment gateway status
|
||||
- Confirm customer payment method
|
||||
- Restart POS application
|
||||
- Contact technical support if needed
|
||||
|
||||
**Barcode Scanning Issues**
|
||||
- Clean camera lens
|
||||
- Ensure good lighting
|
||||
- Check barcode condition
|
||||
- Update mobile app
|
||||
- Try manual entry
|
||||
|
||||
#### Inventory Issues
|
||||
|
||||
**Stock Discrepancies**
|
||||
- Perform stock count
|
||||
- Check recent transactions
|
||||
- Review transfer records
|
||||
- Examine return processing
|
||||
- Investigate potential theft
|
||||
|
||||
**Sync Issues**
|
||||
- Check internet connection
|
||||
- Verify cloud sync settings
|
||||
- Restart mobile application
|
||||
- Update application
|
||||
- Contact technical support
|
||||
|
||||
### 2. Performance Issues
|
||||
|
||||
**Slow System Response**
|
||||
- Check internet speed
|
||||
- Close unused applications
|
||||
- Clear browser cache
|
||||
- Update mobile app
|
||||
- Check system status page
|
||||
|
||||
**Mobile App Issues**
|
||||
- Ensure latest version
|
||||
- Check device compatibility
|
||||
- Restart mobile device
|
||||
- Clear app data
|
||||
- Reinstall if needed
|
||||
|
||||
## Best Practices
|
||||
|
||||
### 1. Inventory Management
|
||||
|
||||
**Stock Control**
|
||||
- Perform regular stock counts
|
||||
- Set appropriate reorder points
|
||||
- Monitor slow-moving items
|
||||
- Track expiration dates
|
||||
- Implement FIFO rotation
|
||||
|
||||
**Supplier Management**
|
||||
- Maintain good supplier relationships
|
||||
- Negotiate better pricing
|
||||
- Monitor supplier performance
|
||||
- Diversify supplier base
|
||||
- Maintain accurate records
|
||||
|
||||
### 2. Sales Processing
|
||||
|
||||
**Customer Service**
|
||||
- Train staff on product knowledge
|
||||
- Implement upselling techniques
|
||||
- Handle returns professionally
|
||||
- Maintain customer records
|
||||
- Personalize customer experience
|
||||
|
||||
**Payment Processing**
|
||||
- Offer multiple payment options
|
||||
- Ensure secure payment processing
|
||||
- Reconcile payments daily
|
||||
- Handle payment issues promptly
|
||||
- Maintain transaction records
|
||||
|
||||
### 3. Malaysian Business Practices
|
||||
|
||||
**SST Compliance**
|
||||
- Keep accurate SST records
|
||||
- Issue proper invoices
|
||||
- File SST returns on time
|
||||
- Stay updated on SST changes
|
||||
- Maintain proper documentation
|
||||
|
||||
**Cultural Considerations**
|
||||
- Respect Malaysian business hours
|
||||
- Consider religious holidays
|
||||
- Use appropriate language
|
||||
- Maintain professional relationships
|
||||
- Understand local customs
|
||||
|
||||
## Conclusion
|
||||
|
||||
The Retail Module provides comprehensive solutions for Malaysian retail businesses. By following this guide, you can effectively manage your retail operations, maintain compliance with Malaysian regulations, and provide excellent customer service.
|
||||
|
||||
Remember to:
|
||||
1. **Stay Compliant**: Keep up with SST and other regulations
|
||||
2. **Use Mobile Features**: Take advantage of mobile capabilities
|
||||
3. **Monitor Performance**: Regularly review sales and inventory metrics
|
||||
4. **Train Staff**: Ensure staff are properly trained
|
||||
5. **Provide Good Service**: Focus on customer satisfaction
|
||||
|
||||
For additional support:
|
||||
- **Help Center**: Comprehensive knowledge base
|
||||
- **Video Tutorials**: Step-by-step video guides
|
||||
- **Community Forum**: Connect with other users
|
||||
- **Technical Support**: support@yourplatform.com
|
||||
- **Training Resources**: training@yourplatform.com
|
||||
|
||||
Success with the Retail Module comes from understanding your customers, managing your inventory efficiently, and staying compliant with Malaysian business regulations. Use this guide as your reference for maximizing the value of your retail operations.
|
||||
Reference in New Issue
Block a user